Adding Conditional Badges To Your Chart

Add a Badge to distinguish that a role has a certain feature, i.e. Management, or a special distinction.

1. Open the Chart where you wish to add badges.
   
   
2. Click the Smart Chart^TM Legend button. 
   
   
   
   

                The Smart Chart Legend screen appears.

      3. Turn ON the legend by clicking the slider.

    4. Click the ADD COLOR / RULES TO LEGEND button.

   5. Select your desired options.

 

    A. Click the color square to select a color.

    B. Enter a label.

    C. Choose an option.

    D. Click Choose Badge, then click on the desired badge.

    E. Select a field for the condition for the badge to appear.

    F. Enter a term for the condition.

    G. Click the Add icon.

    H. Click SAVE.

6. Click the X to close the dialog. 

The Badges are automatically applied to the Chart, based on the condition of the Value to match entered for the rule (Step F. above).

Note:

The picture below indicates that badge P is used for Part-Time employees.

Badges also appear in Photoboard and Directory view.

Note:

For more information on linking Colors and Custom Fields see, Linking Colors And Custom Fields.

Here's a quick video showing how to add a badge:

 
Having trouble? Contact us at [e-mail] or ask us about the concierge service. 

Smart Charts ^TM is a trademark of Organimi, Inc.