Print

[klynshoe]

Hello,

This is my first time using OrgPlus 7 and have been able to successfully import data into a useful org chart.

How do I go about creating Assistants and showing that visually? My data specifies them as 'Administrative Assistant' under the Functional Title column.

Thanks,

Kelly

[DerekY_HC]

2/11/2011
 
Dear Kelly,
 
Thank you for contacting the OrgPlus Support Team.
 
There are two ways to go about setting up assistants in you org chart. The first of which involves modifying your data source (if you are using Excel) and the other would be setting up a rule in your org chart.

Modify the Data Source:
1. In your spreadsheet, add a column titled 'IsAssistant'.
2. In this column, place a '1' in the row of anyone you wish to appear as an assistant.
3. Save the spreadsheet.
4. Go into your chart.
5. Refresh your data.

This can be found on page 9-5 of the OrgPlus 7 User Guide.

OrgPlus Rule:
1. Select Format.
2. Select Chart Rules | Manage Rules.
3. Create a title for the rule.
4. Under 'Field Name', select the appropriate field that defines their job title.
5. For 'Comparison', leave it set as 'contains'.
6. Under 'Contents', put in 'assistant'.
7. Select 'OK'.
8. Select 'Chart Style' and select the assistant chart style that is to your liking.
9. Select 'OK'
 
For your reference, your case number is: 00126293.
 
Please let me know if there is anything else I can help you with.
 
You can find additional support at our online Support Center at:
 
http://www.humanconcepts.com/support
 
If you require further assistance please feel free to contact the OrgPlus Support Team by clicking here:
 
http://live.sf.orgplus.com/crm.web.forms/web/support/WebSupport.aspx
 
Sincerely,
 
Derek Younger
Technical Support Associate
HumanConcepts
www.humanconcepts.com