Using OrgChart on the Mac

After installed “OrgChart for macOS” from Mac App Store, the macOS will create an iCloud Drive folder for OrgChart, and files in the folder will be sync automatically to all the devices with the same iCloud account, controlled by iOS and macOS.

OrgChart supports to access the .org file in the OrgChart iCloud Drive folder directly, and the changed data will be sync to other devices automatically

Our practice is to use a working folder as a bridge to iCloud Drive folder. Before copying changed files from working folder to iCloud Drive folder, we have the chance to check it – so if we make a big mistake to the files in the working folder, the error would not be automatically transferred to other devices before we realize it.

• Copy organzation chart file from OrgChart iCloud Drive directory to another directory before editing. For example to create a new directory with name “working space” out of iCloud Drive directory and copy the chart file to “working space” directory.(Check the file modified date to make sure the organzation chart file sync completed if another device has changed it.)
• Open the copied organzation chart file (in “working space” directory)
• After saved and checked, replace the organzation chart file on the OrgChart iCloud Drive directory using the updated file in “working space” directory.

Using OrgChart on the iOS devices

If iCloud Drive be enabled for OrgChart, the "organzation chart files stored on the device" and the "organzation chart files stored on iCloud Drive" are displayed separately

• Directly open the organzation chart file on the iCloud Drive.
  
  OrgChart supports to open the organzation chart file on the iCloud Drive directly, and the changes to the opened organzation chart will be saved and sync to other devices via the iCloud.
  File synchorizating is coordinated only by the iOS system, when the sync will complete is up to the network situation and the iOS coordination. Please pay attention and to the last updated date of the organzation chart file, to check if iOS has completed sync the file to this device before you open it.
• Copy organzation chart file from iCloud Drive to Device.
  
  OrgChart supports to COPY organzation chart file from iCloud Drive to the device, the copied organzation chart will be shown as a common tile in the specific group.
• Copy organzation chart file from Device to iCloud Drive.
  
  We can open a organzation chart on the device, and copy it to the iCloud Drive. There is an option if need to replace an existing chart file on the iCloud Drive, or to create a new organzation chart file on the iCloud Drive.

Our practice for editing the important organzation chart file on the iCloud drive is to copy the file to the device first, after changed and CHECKED the copied organzation chart, then copy back to iCloud Drive (to replace the old one) - to avoid incorrect updating be sync to other devices before we realized when directly change the iCloud Drive organzation chart file

Troubleshooting

The file transferring is controlled by the iOS and macOS system, the app has no control on when and how the organzation chart files will be transfered amoung devices. Most of the time, iCloud Drive works well and the file sync is speedy. However if you find the changes is not be sync as expected

• Please make sure the SAME iCloud account are used on multiple devices, and the iCloud is enabled with iCloud Drive option be checked in the iOS setting
• To check if the organzation chart files synchronisation completed, please check the organzation chart files in the "Files" app (developed by Apple) on the iOS device.

Notes:

Some users may expect to edit the same organization chart (open from iCloud Drive directly) on multiple devices at SAME time, and the changes will be reflected on other devices automatically – editing same chart on multiple devices at SAME time is impossible via iCloud Drive

Because departments in organization chart are in a TREE structure, there are tight relationships between the departments, editing two or more items at the same time will cause severe logic problems. For example, when editing same chart on two devices, if a new department is being added as a child of another department which is being removed on another device, there is NO WAY for the app to keep departments be laid out correctly. Before iCloud drive provides lock feature, please not to open same chart on iCloud Drive on multiple devices at same time.