Linking Colors And Custom Fields

Add a color legend to your chart and link the colors to custom fields by creating conditional rules.

This knowledgebase article has two (2) section:

             Linking Colors

             Linking Custom Fields

 

Linking Colors

  1. Click the Smart ChartTM Legend icon.

    mceclip0.png

                  mceclip2.png  The Smart Chart Legend screen appears.

         2. Click the Slider to turn ON the Legend.



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

4.  Apply color and conditional coding to add a calendar label.

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      A. Click the color square to select a color.

      B. Enter a Label name.

      C. Choose a field as a condition to which to apply the color.

      D. Enter a value for the condition.

      E. Click the Add button to add the conditional rule.

      F. Click the SAVE button to save the rule.

      

          5.  You are returned to the previous dialog box. Click the X in the top right corner of the screen to

               close the dialog.


               mceclip2.png  Your Chart appears with the newly created calendar color label.       

mceclip5.png           
          
Note:

                      A sky blue color stamp is applied to all role boxes with the word Manager.

                      A Legend appears on the screen to indicate the color coding in the chart.

The color code appears in Photoboard view.

mceclip6.png

 

The color code appears in Directory view.

mceclip7.png





Here's a quick video:

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Linking Custom Fields

  1. Edit a Manager role that contains the newly created calendar color code.

               mceclip2.png  The Edit Role screen appears with the Calendar custom field.     

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      2. Click the Calendar custom field to view the calendar.

mceclip9.png

 

 

Having trouble? Contact us at support@organimi.com or ask us about the concierge service.  

Smart Charts TM is a trademark of Organimi, Inc.

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