Customize your directory settings in Themes.

Themes bring your org chart to life and get your creative juices flowing!

There are two ways to customize your directory settings in Themes.

1. From the dashboard, click on Themes and then select the pencil icon. From this screen, click on Directory to edit the directory theme settings.      
2. While in directory view, click the Themes icon and then click on the pencil icon to customize the directory view.         

Customize the table directory view

1. Select Table.
2. Click the toggle buttons to enable or disable the following:  
   • Show Header
   • Dense Padding
   • Show Badges         
3. Under Header Display:
   • Click the Font Color icon to pick a color for your table header font
   • Click the Background Color icon to pick a background color for the table
   • In the Font Size field, click the down arrow to change the size of the header font
   • To customize the header font, in the Font Style field, click B to bold, I for italics, U to underscore, and S to strike out 
4. Under Content Display:
   • Click the down arrow in the Font Family field to pick a font color for your content
   • In the Align Content field, click the left, center or right justified buttons to align content in the table cell
   • Click the Cell Background Color icon to pick a background color for the table cells
   • Enable the Alternate Cell Background toggle button to pick an alternate cell color             

Customize the column directory view

1. Select Columns.

2. Enable the Apply Common Style toggle button to apply the same style to all content in each column.

3. Under Apply Common Style:
   • Click the Font Color icon to pick a color for column content
   • In the Font Size field, click the down arrow to change the size of the font 
   • To customize how the font displays, in the Font Style field,  click B to bold, I for italics, U to underscore, and S to strike out             
4. Put a checkmark next to the fields that you want to appear in the columns.
5. Click the gear icon to change the style for each individual column.  

Customize the photo directory view

1. Select Photos.
2. Click the Show Photos toggle button to enable or disable photos.
3. Click the Small, Medium, or Large buttons to select the photo size.
4. Enable the Show When no photo is available toggle button to select a picture that will appear on role cards that do not have a photo.
5. Enable the Show Photo for Vacant Roles toggle button to select a picture that will appear on vacant role cards.

Grouping and sorting the data

Customize how you want the directory view to appear; grouped or sorted and in what order.

1. Select Data.
2. Click the down arrow in the:
   • Default Group By field and select a field to group the content
   • Default Sort By field and select a field to sort the content
   • Default Sort Order field and select the order in which to display the content

Printing the directory view

The print function uses the Themes settings to print the directory view in a way that matches the web view.

1. From your dashboard, open the chart and click the directory view icon to open the customized chart in the directory view. and then click the print icon.
2. Or click in the chart view, and then under the Setup tab.
   • Under Print, select Directory
   • Under Optimize File For, select the paper size    

  4. Click Print to File. 

  5. Go to the Print History tab.

   Printing is in progress.        

         Printing is complete. Your chart in a directory view has been saved to a file.        

Dos and don'ts when printing directory themes

1. You cannot print the group-by-view.
2. Check the layout to confirm the same theme is selected for the print.
3. Templates that contain customized directory themes cannot be shared via public links or iFrame embedding.

Public and iFrame share settings for templates with directory themes for printing.

     

Related articles:

• Edit themes.
• Delete themes.
• Rename themes.

Having trouble? Contact us at [e-mail].