- V21 and later
The OrgPublisher Box Format editor provides control on how the data displays within the chart box. It allows adding fields to the chart box, copying formatting to other position types/views, placement of horizontal and vertical lines and background area coloring to highlight data.
Assigning Fields to sections:
First you need to understand how to assign custom fields to a specific section of the box. Fields are configured for a specific section from the ‘Fields’ tab:
Click on the Field name and in the ‘Assign to Section’ choose the section the field identifies with. Once complete you can now work on designing your box.
Sections and Sizing the Chart Box:
The Chart Box is made up of 3 specific sections Box, Job and Person. To resize a section, hover over the Box Section Height Control and drag it up or down, to adjust the section’s height.
To adjust the box width click on the arrows to increase/decrease the width. This will change all position types so you may have to go into each position type and adjust the size of the fields to ensure they will fall into the width of the box.
Arrange the order of the Chart Box Sections:
To arrange the order of your fields within box, use the ‘Available Box Items’ and choose the placement of the field to be in the upper or lower sections, or the Person Section. Once the field has been added then they will display in the ‘Current Box Items’ as displayed below:
To change the order, then remove the fields and re-add them in the order you require via the upper/person/lower sections:
Adding a Field to the Chart Box:
When adding fields you can decide whether to include the label or not.
Click on the gear icon under ‘Available Box Items and enable/disable.
In the ‘Available Box Items’ locate your field and click on the + (Add item) next to your field.
Note that ‘Department’ has been added with a label. In the ‘Available Box Items’ it is greyed out and it now displays in the ‘Current Box Items’.
Delete, Move or Resize an Element/Data Element:
Fields have two elements - a label and data field. These elements can be moved or deleted from the chart box section. The label is a dashed outline and the data field is a solid outline:
Delete - click the element:
Hit the delete key on your keyboard. You will receive a confirmation:
Click on ‘Yes’ and verify:
Move - Place the mouse pointer over the element and click. This selects the element. Move the pointer on top of the element and it changes to the Box Section Height Control . Hold the left mouse button down and drag to a new location.
Please note: You cannot move elements from one section of the chart box to another. Meaning, in this example ‘Name’ is in the Person section, you cannot move ‘Name’ to the ‘Box’ or ‘Job’ section without changing the ‘Assign to Section’ in the Field tab.
Resize - Place the mouse pointer on the edge of the element; the pointer changes to the Box Section Height Control . Hold the left mouse button down and drag to resize.
Please note: The size of a data element determines how much data from that field will display. The data element can expand automatically. Go to ‘Properties’, scroll down to ‘Sizing’ and click on ‘Expandable’. This will allow the data element to wrap automatically.
Copy Formatting to another Position Type or another Style - You can copy a layout to another Position Type in that View or another View. When you are designing your box it is done per Position Type and View:
Once you have your box complete and you would like to copy the formatting to another position type and/or view. Click on ‘Copy this box’s items to other Position Types’:
You will see a popup ‘Copy the Box items’, just check the Views and Position Types you would like to copy too.
If you have made changes to the format of the box, increasing/decreasing the size of the box and sections then you can click on ‘Copy this box’s formatting to other Position Types’:
Background Color for Areas of the Box – To add background color to then entire box.
- Click on the background of the box
- Under properties go to Background
3. Choose the color you want for the entire box:
To add background color to a section of the box.
- Click on ‘Available Box items’
- Find ‘Background Area’ and click on + to add
3. To increase/decrease the size, resize using the Box Section Height Control or .
4. Move the background area up into place
5. Click on the background area then go under Properties choose a color, gradient style and gradient color
Adding Lines and Adjusting Field Positions – Once data fields have been added now you can customize by using background and lines to your chart box.
To add Lines, in the ‘Available Box items’ and click on ‘Horizontal or Vertical Line’. Once added you will see it added to the box as well as added to ‘Current Box items’. You can click within the Current Box items and it will highlight the line associated with it. Under properties you can choose the color, line style and width.
Making room – now that you have your chart box as you want it, you may want to add an addition field or spacing, so you need to make a little more room. In the section you want to change, click on the Box Section Height Control for that section, holding down on your mouse pull the section up or down.
You can also select a group of fields. On your keyboard, hold down the CTRL/Shift and then with your mouse click on the field(s) you want to move. Once you have them highlighted, hover over the group and the pointer changes to the Box Section Height Control . Hold the left mouse button down and drag to your new location.
Created : Melanie Culp
Reviewed: Alvin Ee 18 July 2023