Applicable Product:

• OrgPublisher

Applicable Release:

• V21 or later

Summary:

The articles demonstrate how chart administrators add new custom position types to their organizational charts. Position types can be used to categorize employees for creating an organizational hierarchy. 

Users with the appropriate permissions can use position types as a criteria to:

1. Format boxes
2. Count records
3. Filter and search for people
4. Summarize numeric data
5. Display data in chart boxes
6. Display chart boxes

PeopleFluent OrgPublisher provides the following standard position types:

• Manager
• Employee
• Assistant
• Contractor
• Indirect Report
• Partner
• Staff Function
• Successor

You can create custom position types to better match a position within your company. The position type and record types determine the order of positions within a single box. You can set a default position type to be applied if a record does not have a record type in the chart's data source.

Additionally, you can assign a group, based on attributes, to create a conditional position type. You can then use conditional formatting to increase visibility of that group in your chart.

Note: Conditional position types are used for formatting purposes only and do not override a position type pulled from a chart's data source.
 
Details:

To add a custom position type:

1. Go to Home > Web Apps > Web App Name > Chart Name > Position Types. The Position Types page appears.
2. Click Add. The Add Position Type page appears.
   
   
    
3. Enter a name. This field is required and must be unique.
4. Optionally, clear Include in Summary Count.
5. Enter a Record Type. This field is required and must be unique. The example shows Senior Director being added as a custom position type.
   
   
    
6. Optionally, set a priority.

7. If adding a standard position type:

              Select  Standard Position Type,

              Select a box type.

8. If adding a conditional position type:

            Select Conditional Position Type.

            Select a group. This field is required.

             Select a box type.

9. Click Save.

   Always remember you must re-publish the chart to see your changes reflected in the Charting web app.

   
   Keywords: Chart, Position Types, Administration
   
   Created: Larryl Shaw