Rules are a very powerful way to search, format and change the structure of the organization chart. Creating custom rules makes for a more efficient, repeatable and tailored planning process.
OrgChart allows you to create simple and compound rules that can be defined for use with style markers, data filtering, template application and the format painter tool. With OrgChart making rules for performance rating or any special condition where the data is available is easy.
For example: we want to find all individuals we have identified as a ‘Flight Risk’, who have a performance rating of “exceeds” and have been on the job for more than three years. You define the rule as follows:
Click on the Manage Rules icon in the Data tab.
Custom Rules: Properties
Rules can be used in conjunction with any query, find, format or marker application. For example as a markers, when the “Flight Risk” criteria is met the identified individuals box is made red.
Custom Rules: Search/Find Rules
Select a search rule.
One individual meeting the Flight Risk rule was located. In a Find All option, the entire list of such individuals can be seen in the data view pane.
