This article lists all the release notes for the OrgChart Software Tool, as denoted by revision number. This isn’t a comprehensive list of every last little fix in the build, but rather a highlight reel of interesting new features, important fixes, and any significant updates we want you to know about.

Version 5.1.3 – Released on October 23, 2020

• High Resolution Rendering – On high resolution monitors/devices, the rendering quality of the user interface and org charts is greatly improved.
• Enhanced PDF/PPT Export for Collaborative Planning – Include timeline for changes in right margin Enterprise only – Collaborative Planning
• Field Validation in Planning – Field types are enforced when updating field values (e.g. valid numbers and dates) Enterprise only – Collaborative Planning
• Improved Import Filtering – Filter on dates (e.g. greater or less than on a date) Enterprise only
• Improved Static Formulas – Better support for formulas based on dates (convert start date to years of tenure) Enterprise only
• Display OrgChart Documents in Viewer – Documents created in Workbench can be loaded into Viewer. This only applies to documents created using chart builder. Enterprise only
• Launch into Directory Mode – On application launch, the end user can optionally be presented with the directory (as opposed to the org chart mode). Enterprise only
• Enhanced Workbench Delete – When a box (that is the top of a subchart break) is deleted, the user can choose whether to delete ‘only the box’ or the ‘box plus the associated branch.’
• Improved Chart Builder Configuration – Administrator can enable option to dynamically apply selected chart template when editing in Workbench Enterprise only
• Enhanced Chart Builder Filtering – Improved user interface for ‘In List’ function. Enterprise only
• Lever Connector – New connector (https://www.lever.co/) – Application Tracking System data from Lever can now be appended to main data source Enterprise only
• PeopleHR Connector Enhancements – PeopleHR connector now available in Enterprise Enterprise only
• BreatheHR Connector Enhancements – BreatheHR connector now available in Enterprise Enterprise only
• Box Layout Editor Improvements – Ability to update free text in box layout editor.
• Enhanced Chart Template Editor – Rule can now be duplicated.
• Improved Matrix Report – Matrix reports can optionally include subordinates (Administrator setting) Enterprise only
• Bug fixes and other small enhancements

Version 5.1.2 – Released on September 4, 2020

• Effective Dates – Set effective date for a plan change (add/edit/move or delete) Enterprise only – Collaborative Planning
• Timeline View – Sequential list of all changes made to a plan (sorted by date) Enterprise only – Collaborative Planning
• Improved Plan Administration – Allow administrator to manage all plans (e.g. reassign plan owner) Enterprise only – Collaborative Planning
• Collaborative Planning Module – General enhancements to usability
• Salesforce Connector – Enterprise support for Salesforce as a data source Enterprise only
• Sage Connector – Enterprise support for Sage as a data source Enterprise only
• Oracle Cloud Connector – Enterprise support for Oracle Cloud as a data source (includes photos) Enterprise only
• OrangeHRM Connector – Enterprise support for OrangeHRM as a data source Enterprise only
• Enhanced Filters – “Hidden” filters allow for calculations that include excluded boxes. Filters can be set “on” by default Enterprise only
• BambooHR Connector Enhancements – User can easily include custom fields from BambooHR Enterprise only
• Signify Connector Enhancements – Photo support Enterprise only
• ADP Connector Enhancements – Specify custom ’employee search’ (for Workforce Now). Detailed data pull (for Vantage and ADP Enterprise) allows access to custom fields.
• Multi-chart document publish – Generate single PDF/PPT from a multi-chart document
• Improved matrix reporting – Support for multiple matrix managers. User can map field(s) used for matrix reporting Enterprise only
• Inverted charts – User can invert a chart (supported in both Viewer and Workbench)
• Sub-chart Enhancements – User can control how subcharts are ordered in Viewer (subchart panel) and in PDF/PPT exported. User can pick field used for subchart name Enterprise only
• Portal Integration Enhancements – Launch into Directory Mode Enterprise only
• Bug fixes and other small enhancements

Version 5.1.1 – Released July 7, 2020

• Improved Performance – Various dialog/panels are now much more responsive.
• Collaborative Planning Module – Preview release. Multiple people can collaboratively create workforce plans – updates to plans are shared in real-time. Enterprise only
• Enhanced PPT/PPF Publishing – Uniform scaling option forces same scale factor for all pages in export.
• Enhanced Photo Handling – Additional photo size options and automatic conversion to ‘gray scale’ (for photos).
• Enhanced ADP Enterprise (EV5) Connector – More employee records fields now available from EV5. Enterprise only
• Improved “Point in Time” Module – Better delta reports. Enterprise only
• Improved SAP RFC Connector – Import custom fields from SAP. Enterprise only
• Improved Greenhouse Connector – Greenhouse connector can now append open positions to any HR connector. Enterprise only
• Improved Namely Connector – Expanded field set, faster performance and more reliable. Enterprise only
• Improved Data Aggregation – Improved handling of complex use cases. For example, combine HR, ATS (Application Tracking System) and custom overrides into a single org chart. Enterprise only
• Make Top Function – Right click in viewer on any box to view box as top of subchart.
• Lucca Connector – Build or enhance charts using Azure AD data. Enterprise only
• Bug fixes and other small enhancements

Version 5.1 – Released May 29, 2020

• Level Charts – Vertically position boxes based on criteria (e.g. management level of employee determines horizontal lane where box is placed)
• Photo pre-loading – Photos are cached from HR Source during off business hours. Faster page load and faster export to PDF/PPT. Enterprise/Premium only
• Streamlined Enterprise Configuration – Many improvements to user interface (example, enhanced file picker in Chart Settings | Source) Enterprise only
• Enhanced SubscribeHR connector – Utilizes new SubscribeHR interface. Expanded set of fields can be queried. Enterprise only
• Azure AD connector – Build or enhance charts using Azure AD data. Enterprise only
• Enhanced iCIMS connector – faster performance, support for custom fields and user defined filters. Enterprise only
• Enhanced BambooHR connector – Expanded set of fields can be queried included querying secondary/custom tables. Enterprise only
• Oracle Cloud Photos – Query photos directly from Oracle Cloud. Enterprise only
• Bug fixes and other small enhancements

Version 5.0.3 – Released on April 24, 2020

• PDF/PPT Performance Enhancements – Charts with local photos (uploaded to OrgChart Server) publish up to 3X faster
• Streamlined Enterprise Configuration – Improved user interface – less clicks required to setup
• Pie Chart Master Page Element – Add pie charts into headers and footers (e.g. Pie chart of different locations)
• Enterprise Performance Enhancements – Data refresh (in Viewer) is up to 20X faster for charts that include calculations
• Additional Formulas (in Viewer) – Max, Min and Map functions are now available in configuration UI
• Connector enhancements – BambooHR connector is now included in Enterprise configuration
• Improved Search – Improved UI for search panel and directory
• Include orphans + Chart Builder Handling – Option to pull orphan records into the Workbench parking lot (when using Chart Builder)
• Hundreds of bug fixes and small enhancements

Version 5.0.2 – Released on March 13, 2020

• OrgChart Viewer Optimization – Faster chart loading/navigation
• Performance Optimization – Viewing/Panning large single page charts significantly faster
• Improved Grouping – Within conditional formatting, you can now set the minimum group size (e.g. avoid automatically creating small groups)
• Default levels shown – In OrgChart Viewer, you can now set the default number of level shown for a specific chart.
• User Impersonation – An administrator can now impersonate a user in order troubleshoot an issue or verify security role.
• Ceridian Dayforce Connector – Directly query Dayforce to create organizational charts
• Improved dynamic filters – You can now ‘Include filtered managers’ when applying a dynamic filter (for example, if you filter out contractors, contractor that manage permanent staff will not be dropped from the displayed chart). Also, manual changes to a chart will be preserved as different filters are applied.
• Improved highlights – You can now toggle highlights in the Workbench (after using the Chart Builder).
• Improved Internationalization – Chart Builder/OrgChart Viewer now support International (ISO 216) page sizes (A0, A1, A2, A3 and A4)
• Dynamic Localization of Org Charts – Fields within chart boxes can be set to automatically translate based on user’s language selection (e.g. a title shown in a chart box (or profile) will be translated to the selected language. Note: Customer must supply translations within source data (e.g. Title_EN and Title_FR fields in the data).
• Improved System Administration – Improved user interface and various usability enhancements (for example, drop-down lists are now searchable if they contain a large number of items)
• Branch Level Security – Limit access to branch of chart based on field value (e.g. limit to my department or business unit) or ‘self + subordinates’ (e.g. limit to a manager’s branch)
• Bug fixes and other small enhancements

Version 5.0.1 – Released on January 24, 2020

• Improved PPT/PDF Generation – Various enhancements including ‘Index’ pages and support for highlight overlays (e.g. highlight all employees that match criteria).
• Improved drag & drop planning – Move boxes under manager where current subordinates are on a different page (under a subchart break).
• Directory Mode – Search for employees using multiple criteria. A list of matches are returned as tabular results. ENTERPRISE ONLY
• Embeddable Search Widget – Add a search widget to intranet pages. Clicking on a search result opens a directory or org chart view.
• “Point in Time” Module – Retrieve org charts that were effective as of a given date ENTERPRISE ONLY
• Easier localization – Improved tools for translating OrgChart Now application into foreign languages
• Improved PeopleHR Connector – End user can now define a query to specify exactly which fields to pull into OrgChart Now
• Bug fixes and other small enhancements

Version 5.0 – Released on November 15, 2019

• New Login Experience – New login screen, faster login, and the ability to reset your password directly via a link instead of a temporary password.
• Massive Performance Increase – Speed across the application has been greatly enhanced, especially for Publishing and charts in the Viewer.
• Grouping – Boxes can be combined into Multi-Record boxes. You can group boxes together by title, or group co-managers or co-heads together. Never before has it been so easy to simply drag and drop boxes into groups. You can drag branches into or out of the parking lot directly onto your Co-Manager or co-head groups. You have full control over the presentation of these groups, and can use rule driven chart templates to drive your grouping behavior.
• Highlighting – Highlight boxes with a chart template or with dynamic highlight in the viewer. These highlights allow you to easily flag boxes with certain criteria.
• New Connector panel – More easily manage your connectors in the workbench.
• New Chart Builder – Chart Builder 2.0. The new chart builder is launched directly from the viewer. It has significantly more functionality than before, all while having a smaller footprint and more intuitive usage.
• Advanced Search – Customize advanced search options for use in the Viewer. Your Simple Search continues to be an easy combination of Name and Title, but you can customize an advanced search with the fields you need to quickly locate employees.
• Updated Refresh Properties Ribbon: More easy to access refresh properties for your Chart Documents.
• Updated Scheduler: Bringing up the Chart Document Scheduler now indicates if another member of your organization has already tuned on the scheduler for the Chart Document.
• New Connectors for Database Charts: SuccessFactors, UltiPro, and Workday have been added as full API Connectors for Database Charts.
• Huge number of bug fixes, enhancements, and interface cleanups.

Version 4.8.5P2 – Released on September 04, 2019

• Enhanced Excel Export – Include calculated fields in Excel reports
• Enhanced Formulas – Formula size limit has been increased from 1,024 to 1,200 characters
• Over 20 bug fixes, performance improvements and other small enhancements
• Improved Security Configuration – Improved UI for configuring row level security. ENTERPRISE ONLY

Version 4.8.5 – Released August 02, 2019

• ADP Recruiting Module – ADP Premium and Enterprise customers can bring in ADP Recruiting data to use alongside their normal ADP WFN data.
• Personal Templates/Box Styles – Read Write and Admin users can create their own personal templates and box styles. ENTERPRISE ONLY
• Grid View – View your data in the Viewer in an Excel-like grid view. Highlight rows/columns, filter data, and copy values from your data more easily than ever. ENTERPRISE ONLY
• Account Settings Panel – Update all account settings, download the activity report, and manage users and security groups from the Viewer. ENTERPRISE ONLY
• Enhanced security suite – Dynamically assign roles and security profiles to users as they login via SSO. View the security setup from the account settings panel in the Viewer. ENTERPRISE ONLY
• UI Profiles – Create UI Profiles from the Viewer, and assign your users into UI profiles based on their security group setting. ENTERPRISE ONLY
• Bug fixes and other small enhancements

Version 4.8.4 – Released on June 28, 2019

• Improved Master Page Images – PNG images can now be loaded into the Master Page. Transparent background of PNG images allow for background color of Master Page to be set.
• Enhanced Excel Export – Additional reports for orphans/islands. Report of entire org (including orphans and main hierarchy). Also, control which fields are exported as part of standard report including field order. ENTERPRISE ONLY
• Chart Synchronization – Synchronize charts built with Chart Builder with the source HR system. Allows automation of advanced features such as placeholder charts. ENTERPRISE ONLY
• Chart Viewer/Builder Field Types – Set type/format of fields (e.g. date, image, percentage, number of decimal places and thousands separator). ENTERPRISE ONLY
• Chart Viewer/Builder Formula Definitions – Create custom calculations for use within Chart Viewer/Builder. Support for dynamic and static calculations (e.g. dynamically calculated headcount vs headcount from source HR data). ENTERPRISE ONLY
• Enhanced head-end filters – More robust filtering on Enterprise import. For example, include matches plus all subordinates (of match). ENTERPRISE ONLY
• Security enhancements – More robust row and branch level security. ENTERPRISE ONLY
• Bug fixes and other small enhancements

Version 4.8.3 – Released May 24, 2019

• Improved File Manager – Easily sort files by date modified, file name, and size. Improved support for large number of files in a directory (better scrolling). Details view for files that shows photo preview, file size and file author information.
• Improved Refresh – ‘Preserve Manual Breaks’ feature now more intelligently re-applies user changes to the breaks (manually insert/remove) after each refresh.
• Layered chart templates – Share rules between multiple templates. Create one common template and then reference in any other template.
• Dynamic Master pages – Chart templates applies master page based on a data driven rule (e.g. ‘company code’ = ‘Acme’)
• Dynamic Conditional Formats – automatically re-apply the active chart template as you move, add, edit or delete boxes.
• Improved Excel Export – Exporting numeric fields preserves decimal places and the thousands separator.
• Enhanced Sorting – specify box sort criteria for Viewer and Chart builder. ENTERPRISE ONLY
• Enhanced ICIMS integration – now pull in your ICIMS data into Viewer and OrgChart Builder. ENTERPRISE ONLY
• Enhanced Workday integration – now pull in your Workday data into Viewer and OrgChart Builder. ENTERPRISE ONLY
• Enhanced Excel integration – now more variants of Excel and CSV data into Viewer and OrgChart Builder. (for example, pipe delimited data). ENTERPRISE ONLY
• Chain of Command – Include Chain of Command when creating charts in OrgChart Builder. ENTERPRISE ONLY
• Bug fixes and other small enhancements

Version 4.8.2 – Released April 19, 2019

• Improved user management – easily search and filter user accounts (makes managing large number of users easier)
• Enhanced internationalization – box labels, profile labels and view name localize based on user language selection
• Improved support for iPad and Mac laptop trackpads
• Enhanced portal integration – support for ‘UIProfiles’ allows for more control over embedded content (e.g. hide/show various user interface elements)
• Improved Enterprise import – import Excel/CSV files (delivered via SFTP) and merge of iCIMS data into any import
• Bug fixes and other small enhancements

Version 4.8.1 – Released March 5, 2019

• Enhanced performance and stability in OrgChart Viewer
• Added Additional Fields, Custom Fields, and Active On leave to Enterprise/Premium ADP Connections
• Restricted links/SSO integration into OrgChart Viewer
• Enhanced performance and caching with Lookup tables and formulas
• Bug fixes and other small enhancements

Version 4.8.0 – Released Feb. 15, 2019

(First release of OrgChart Now Enterprise Edition)

• OrgChart Viewer – Load any size org chart instantly (100,000+ records no problem). Streamlined user interface – Enterprise Only
• OrgChart Builder – Simple user interface to create ad-hoc charts quickly and efficiently – Enterprise Only
• Improved Web Sharing – Updated interface for creating URLs (for embedding charts in intranet sites)
• Workday Connector – Import data directly from Workday
• Value picker – For formulas and chart templates, drop down that allows you to select from a list of available values for a field. (See: Basic Value Picker & Complex Value Picker)
• Zoom and Pan – Improved user interface for zooming and panning
• Enhanced PPT/PDF publishing – Hyperlinks and linked emails addresses can be now included in published documents
• Bug fixes and other small enhancements

Version 4.7.3 – Released Dec. 1, 2018

• Enhanced ADP Connector – Support for ADP Connector profiles (query and/or merge) multiple accounts.
• Function Charts – Create charts containing function placeholders (for example, engineering team is under one placeholder box and quality assurance team is under another placeholder box).
• Improved Apple Mac support – Support for clipboard shortcut keys.
• BambooHR project charts – Chart project teams defined in BambooHR.
• Shortcuts Panel – Single click to access any location in the chart (e.g. Click on a department to navigate to department head in an org chart).
• Bug fixes and other small enhancements

Version 4.7.2 – Released Oct. 22, 2018

• Activity Report – Download a report to view the login history of your organization. The report is located in the Administration Tools menu.
• Improved Subchart Breaks – Remove subchart break will automatically optimize page layout if needed (e.g. subchart contains a large number of records). See subchart help to learn more about subchart breaks.
• Improved ATS Integration – UltiPro Connector now supports Greenhouse integration
• Access Group Enhancements – Access Groups now allows administrator to limit access at the branch level. For example, a manager of a department can only view themselves and subordinates.
• Bug fixes and other small enhancements

Version 4.7.0 – Released Sept. 15, 2018

• Scroll bars: Scroll bars have been added to make panning large single page charts easier.
• Intelligent page breaks – Automatic subchart breaks reduces the number of pages required to chart your organization (for example, a 100 page chart can be reduced to a 60 page chart – especially useful when creating PDFs and PPTs).
• AVERAGEIF and SUMIF: Conditional formulas allow you to average and sum based on specific criteria.
• PDF/PPT Publishing enhancements: Publish photos with circle mask and better handling of international character sets.
• Custom fonts: Custom fonts can be added on a per account basis. Contact technical support to add your own custom fonts.
• Email notifications: Opt-in to receive email notifications about upcoming releases.
• Improved Filtering: Ability to define a secondary filter (for Include direct subordinates and Include all subordinates filter options)
• Improved iCIMS integration
• Customer specific help files: Contact technical support to link a ‘cheat sheet’ to your account.
• Releases notes and Newsletters links: Look in the HELP ribbon for additional links.
• Bug fixes and optimization improvements.

Version 4.6.1 – Released August 10, 2018

• Create larger PPT/PDFs – Improved memory management for PDF and PPT generation
• Improved Chart Templates – Optionally apply a master page template when a chart template is applied
• Improved Data Filtering – Optionally tag (instead of remove) filtered managers so that chart hierarchy remains intact
• Merge multiple org chart files – Contact technical support to setup (uses Custom Connector).
• Bug fixes and optimization improvements.

Version 4.6.0 – Released July 24, 2018

• OCN officially supports Complex Rules. Visualize your org chart data exactly the way you want with user-defined formula. Create custom conditional formatting rules that enhance the functionality of your chart templates. Needless to say, the possibilities are endless.
• Branch Style Properties have made strides and now include the option to set assistant position, handle co-managers, and apply tree styles. Start implementing branch style properties in your chart template with OCN native rules or try out the new Complex Rules. Either way, you won’t be sorry.
• The publish panel has been spruced-up and slimmed-down, allowing you to export in a jiffy. Export To SVG options now include crop to chart and transparent background. Export To PNG options now include Standard and High PNG Quality, crop to chart, and transparent background.
• Gradients can now be applied to backgrounds, cells, and boxes. An absolute game changer.
• Underline text function is now fully supported in OCN. Hooray!
• ‘Append Data’ and ‘Use Reference Table’ text fields in Refresh Properties > Advanced Options, now support greater character lengths for those unwelcomely long filenames.
• Bug fixes and optimization improvements, because time is money.

Version 4.5.3 – Released June 10, 2018

• New Data Connector: naturalhr – Import data directly from naturalhr
• Chain of Command Excel Report – Export a chain of command report to Excel
• Improved data filters – Complex filters now can be as long as 768 characters
• Security enhancements – Do not allow reuse of password/minimum length of complex passwords increased to 10 chars
• Additional branch styles – 12, 16 and 20 column styles are now available
• Various bug fixes

Version 4.5 – Released April 30, 2018

• Publish to PowerPoint – Generate PPT documents directly from OrgChart
• Improved PDF Publish – Output PDFs optimized for the screen or print
• Improved Internationalization – Import and publish almost any data set (Chinese data, Polish data, etc.)
• Additional font option – SimSun added to support Chinese data
• Dotted-line reporting relationships – Visualize secondary reports by connecting boxes with dotted line connectors.
• Office365 Photos – Source org chart photos directly from Office365
• Improved Application Security – Various enhancements to make OrgChart more secure
• Co-managers – Automatically group co-managers using conditional formats
• Enhanced Access Groups – Enable/disable editing of chart templates and box styles for a given user
• Enhanced Bamboo connector – End user can now add custom fields to charts
• Enhanced Scheduler – More robust failure handling and email notification
• Reload Photo – Right click to reload photo from source
• Greenhouse Connector – Automatically add vacant positions to your org charts
• Paylocity Connector – Create org charts from a Paylocity data feed
• Enhanced User Management – Export user list to Excel
• Azure Gallery Support – Single sign on in OrgChart directly from your Azure Gallery
• ADP Photo Import – More robust photo handling from ADP Workforce Now and ADP Vantage
• Various bug fixes

Version 4.4 – Released January 31, 2018

• Spanish Localization- Application is now localized for Spanish language users
• Improved memory management – load charts with 40,000+ records
• ADP Canada Marketplace – Application can now be purchased through the ADP Canada Marketplace
• Igloo Software Integration – Pull employee photos directly from an Igloo Community
• Improved Namely Connector – Support for large queries
• Improved CSV Import – Support for SSL encrypted CSV files
• Improved SubscribeHR Connector – Dynamic retrieval of database schema
• Improved Google Directory Connector – Now handles users that are not assigned to an organization
• Improved ADP Connector – More robust handling of employee photos
• Improved Font Handling – Better font handling in PDF output
• Improved Font Rendering – Better rendering of font with long descenders (e.g. g,y,p)
• Section 508 Compliance – Produce Excel reports for visually impaired
• Various bug fixes

Version 4.3.5 – Released January 5, 2018

• Improved Performance – Save is over 2X faster with large charts. Load is up to 25% faster with large charts.
• Multiple Auxiliary Supervisors – Specify multiple values in the AuxSuperID field (comma delimited list)
• Improved annotations – Position annotations in the left or right corners of chart boxes
• Filter on Level – During import or refresh, you can specify the number of levels to include in a chart
• Improved Image Handling – Images on the master page no longer down sampled
• Improved Image Scaling/Placement – Unlock aspect ratio, set background image, create auto-sizing banners
• Improved PDF Publish – Cancel PDF publish, better font handling, improved Unicode handling, large document handling (publish > 1000 page PDFs)
• Improved ADP Vantage Connector – Connector now excludes Terminated employees (reduces query size)
• Improved Unzip – Unzip now handles nested folders
• On-premise deployment now supports encryption at rest
• Various security enhancements
• Bug fixes

Version 4.3.0 – Released December 12, 2017

• Namely Connector – Create org charts directly from your Namely account
• OrangeHRM Connector – Create org charts directly from your OrangeHRM account
• Custom Connector – Create org charts from almost data source (requires configuration by our professional services team)
• Real-time org chart engine – Create real-time org charts by supplying an endpoint for data queries
• Row level security – Control access to privileged fields on a row by row basis (e.g. see salary for employees in a specific set of locations)
• Min/Max functions – New calculations allow you to determine min or max values within your hierarchy (e.g. max tenure)
• Secure Photos – Resolve URLs that require basic authentication
• Improved Excel Connector – Restrict which fields are queried from an Excel or CSV file
• Improved Scheduler – Easier installation for on-premise deployment
• Bug fixes

Version 4.2.0 – Released November 5, 2017

• Improved ADP Integration – Retrieve ADP Key function (in the ADP Configuration panel) simplifies configuration
• Improved Login Speed – Login is 1/2 to 2 seconds faster
• Improved ODBC Connector – Restrict which fields are queried from a database table/view
• Improved SAP Connector – Supports both RFC and XML. Allows for inclusion of user defined fields. Various options for evaluating the hierarchy (Position to Position, OrgUnit to OrgUnit, OrgUnit+Chief Position + Position).
• Various Security Enhancements
• Bug fixes

Version 4.1.2 – Released on October 20, 2017

• Enhanced URL Generator – Added parameters for controlled mouse wheel, initial division shown and initial top box. All generated URLs are now encoded to prevent tampering with parameters.
• Improved ADP Integration – Support for Single Sign On from ADP Marketplace, ADP Workforce Now and ADP Vantage. Integration with ADP Marketplace (instant access after sign up).
• Enhanced SAML Integration – Single Sign On access can optionally be controlled using a SAML attribute (permit or not permit access).
• Enhanced International support – Support for a wider variety of character sets
• Improved Performance – Saving and Exporting to Excel are 25% faster
• Improved SAL XML connector – Specify custom fields include in query. Support for Position to Position hierarchies as well as OrgUnit to OrgUnit hierarchies. Also, improved import performance.
• Improved OnPremise Installer – More flexibility with respect to server configuration
• Bug fixes

Version 4.1.1 – Released on October 4, 2017

• Updated SAML Single Sign On – Option to auto provision read only users from a trusted IdP (identity provider). Read only users are assigned to a ‘General’ access group.

Version 4.1.0 – Released on September 16, 2017

• Improved PDF Output – Dynamic links, bookmarks, improved photo handling, better scaling and faster performance
• New Help System – Integrated/Expanded HELP system (with ? on almost all pages) – OrgChart Guide
• New Tutorials and Quick Start Guide – Updated and improved – Getting Started
• Improved BambooHR Integration – Simplified API Key Retrieval (just enter user name and password)- BambooHR Connector
• Improved BambooHR Connector – Support for both ” “employmentHistoryStatus” and “status” (Deprecated) fields to filter out “inactive/terminated” employees
• Improved ADP Integration – Support for Date Custom Fields and Custom Fields associated with a Person record
• Import CSV enhancements – Automatic detection of separator (e.g. support for semi-colon, comma and tab delimited files)
• Improved Keyboard Support – most European style keyboards now function as expected
• Formula Enhancements – Support for DAYS function (e.g. Days a contract has been open given a start date) – Date Math
• Updated SAML Single Sign On – Handles many additional customer use cases
• Updated Active Directory Integration – More flexibility (include any attribute) and also ability to extract photos from AD.
• Bug fixes

Version 4.0.1 – Released on July 8, 2017

• Import CSV enhancements – now handles UTF-16 encoding and ignores extra columns (beyond those defined in header)
• ADP Connector Custom Fields – User can add custom fields through UI (See ADP Custom Fields for details)
• ADP Connector Photo Support Enhancement – User can specify whether to create photo field (or not) when importing/refreshing
• ADP Photo Query – Now compatible with the latest Workforce Now release
• CSV Import Performance – 10X performance increase for importing large files (over 1000 records)
• Improved IE 11 Compatibility
• Improved Publish Preview – Preview automatically scales (for larger pages)
• Improved BambooHR Connector – Optionally include terminated employees (future termination date use case)
• Improved Portal Integration – Charts auto-scale to fit into portal iframe
• Bug fixes

Version 4.0.0 – Released on June 2, 2017

• Compare Charts – Generate an Excel report that shows the difference between two charts (add, deletes, moves, changes and moves/changes)
• Merge Cells – You can now merge cells within boxes (for example, display name as a single row in a 2 column box layout)
• Enhanced conditional formats – Specify rules that apply to fields within a box (for example, set field to bold based on a rule)
• Next generation page optimization – Optimize branch styles on the page to achieve balanced/dense presentation of an org chart
• Enhanced Clipboard – Content can be copied to clipboard and pasted from clipboard (e.g. cut/copy/paste like desktop applications)
• Enhanced Formulas
• COUNTIF Optimization – COUNTIF formula optimized for over 10X performance with large data sets
• LEFT and RIGHT functions now allow entry of a break char (for example, ‘@’ sign to retrieve prefix or postfix of an email address)
• ‘Test’ option for MATH function to determine if syntax is correct
• MATH function now supports Date Math (e.g. years of service from hire date or age from birth date)
• MATH function can be used to create IF statements using the ternary operator

*([Department] == ‘QA’ || [Department]) == ‘Research’?1:0 – this example returns 1 if department is ‘QA’ or ‘Research’ and 0 otherwise.

• Complex Data filtering – Manually specify complex rules (in Filter Data step of Import Wizard)

([Department] == ‘Research’ || [Department] == ‘Strategy’) && ([Status] == ‘Active’) – this example filters to only include ‘Active’ employees in ‘Research’ or ‘Strategy’ departments.

• Date based data filtering (in Filter Data step of Import Wizard) – for example, ‘HireDate’ <= [TODAY] would exclude future hires
• Subchart Panel Enhancements
• Manual Ordering – Manually reorder subcharts
• Subchart Numbers – Optionally show subchart # with subchart name (helpful for repeated names)
• Identify manually renamed subcharts – Manually named subcharts are show in purple/italic
• Improved handling of blank subchart names
• ‘Rename All’ option in the subchart wizard
• Improved Multi-chart documents – Use ‘Alternate Key’ to include additional records (which were not included using the primary ‘Split Using’ key)
• Chart Template Auto Optimize – Option to automatically optimize page layout when template is applied
• Hyperlinks – Fields in boxes can be hyperlinked to email, dial, launch URL or open a file
• Photo automation – when linked using a URL (or query to HR System) photos are automatically:
• Converted to jpg (from png or gif)
• Resized (if large)
• Resampled (if dpi is not standard or color space is not RGB)
• TriNet Connector – Create org charts directly from your TriNet account
• Missing Photo Report – Generate an Excel file detailing all missing photos in an org chart
• BambooHR Connector Enhancements – Handle matrix reports (if alternate manager specified in BambooHR)
• Improved Excel Export – Columns are now autosized when data is exported.
• Improved ADP Connector – Administrator can define a common credential (makes setting up new users easier)
• Enhanced SuccessFactors Connector – Added support for pulling photos directly from SuccessFactors
• Bug fixes

Version 3.9.2 – Released on January 29, 2017

• Improved Assistant Automation
• Assistant Wizard – Assistant Wizard step added to the Import Wizard.
• ‘IsAssistant’ Flag now allows you to specify the type of assistant – standard assistant (1), peer right assistant (2) and peer left assistant (3)
• Define rules to automatically format both standard and peer assistants.
• You can control where the first assistant is placed (to the left or to the right of the manager)
• Improved photo caching for BambooHR, ADP Workforce Now and Google Directory
• Photo loading counter – look for a count down in the lower left of the application window
• Improved Application Security
• Complex passwords – Optional setting to require minimum of 8 characters plus complexity rules (one upper case, one number and one special character)
• Force password reset – Optional setting to require user to change password after reset
• Account lockout – After 5 failed password attempts account is locked for 2 minutes
• Bug fixes

Version 3.9.0 – Released on December 31, 2016

• ADP Connector & Photos – Photos can now be extracted directly from ADP Workforce Now
• Google Directory Connector – Create org charts directly from your Google business account (also supports Google Cloud Directory Sync1)
• Enhanced Delete – Hold down the control key while deleting to send subordinates of deleted boxes to parking lot
• Access Group Permission Enhancements – Enable/disable Export to Excel for an access group
• Photo Caching – Photos from BambooHR and ADP Workforce are now cached making load times significantly faster
• Improved Photo Performance – Charts with photos load and publish faster
• ADP Connector Optimization – Faster query speeds for Vantage and ADP Workforce Now
• Bug fixes
• 1With Google Cloud Directory Sync (GCDS), you can synchronize the data in your Google domain with your Microsoft® Active Directory® or LDAP server. * Your Google users, groups, and shared contacts are synchronized to match the information in your LDAP server – See https://support.google.com/a/answer/106368?hl=en for more information.

Version 3.8.0 – Released on December 3, 2016

• Version 2.0 of the Page Layout Engine
• Improved automatic placement of boxes and lines (boxes and lines never overlap and are more compact in certain cases)
• Improved alignment of boxes when using multi-column styles (more visually pleasing)
• Improved alignment of boxes when chart contains sub-chart arrows (more visually pleasing)
• Improved placement of manager above tree style
• Adjust placement of boxes by adjusting box margins, box spacing and spacing between managers and subordinates
• Spacing overlays – box margins and spacing overlays are shown when manually adjusting overlays
• Improved page layout when box shadows are enabled
• MAP function – The MAP function allows you to map values for display or sort purposes (for example, zip codes to states – ‘94901’ -> ‘California’). *Also supports wildcard “$94” -> “N. California”
• MATH function – The MATH function allows you to define equations that references constants and fields (for example a ratio).
• SuccessFactors Connector – Create org charts directly from SuccessFactors
• Co-manager branch style – New branch style allows you to visualize co-manager relationships
• Background color – Set the background color of your chart (see MASTERPAGE tab)
• Compare Directories – Creating an Excel report that compares the content of two directories (good for managing photos)
• Improved Connecting Lines – More control over connecting lines – set lines to solid, dashed or hidden for an entire set of peers or a subset of peers.
• Improved Conditional Formats – More control over box borders and connecting lines (via data driven rules)
• Re-position Chart Template Window – Move the chart template window when creating or editing rules (so that it is not positioned over the chart)
• Improved Portal Integration – ‘Division’ parameter allows you to specify division to display on load. ‘Topboxid’ allows you to specify which page to show when a page is loaded (‘-‘ value for Topboxid goes to page where match is a subordinate).
• Bug fixes

Version 3.7.0 – Released on October 4, 2016

• Dashed line borders – Set box borders to dashed (e.g. to indicate dotted line relationships)
• Dashed connecting lines – Set connecting lines to dashed
• Triangle Flag Annotation – Add a flag to the upper right of a box to differentiate boxes and highlight conditions (for example, you can easily flag *contractors and temporary employees)
• ADP Workforce Now Connector Enhancements – Most robust error handling including better error messages; specify custom query filter (e.g. * ActiveOnLeave); specify whether to include custom fields in query
• Faster ADP Workforce Now Connector – Connector query speed is now up to 3X faster
• ADP Vantage Connector – Create org charts directly from from ADP Vantage (worker-demographics API)
• SAP XML Connector – Create org charts directly from XML data exported from SAP
• Improved UltiPro Connector – Business intelligence connector now supports both ‘reports’ and ‘queries’
• Improved multi-record boxes – Multiple record boxes now support text wrapping (for long names)
• Long Condition Values – You can now specify up to 512 characters for formula conditions, conditional formats and assistant rules
• Unlimited rules (conditional formats) – You can now specify an unlimited number of rules in a chart template
• Unzip – Upload zip files containing photos and then unzip to a directory
• Improved pinning – Pin master page objects to stick to the left/right and/or top/bottom of the page (allows for multiple header/footer elements in * the same part of the page)
• Improved PDF publishing – Text boxes and autotext elements are no longer truncated incorrectly (in certain cases)
• Improved Legends – Support for triangle and dashed line indicators
• External Lookup – Concatenate function now allows you to lookup values (e.g. map a zip code to a state)
• Improved Formulas – SUM and AVERAGE formulas are now available
• Delete All – Single command to delete all files in a folder
• Bug fixes

Version 3.6.0 – Released on July 20, 2016

• Access Privileges – An administrator can set access privileges for a chart on a per user basis.
• Access to a chart can be enabled/disabled.
• Access can be limited to one or more divisions within a chart (for multi-record charts).
• Access can be limited to one or departments (or locations) within a chart.
• Auto Launch function – Administrator can specify a chart to automatically open after login.
• Improvements to Subscribe-HR, ADP, BambooHR and UltiPro connectors.
• Support for SutiHR Single Sign on
• Improved Conditional Formats – Set color and dash style on/off for connecting lines.
• ‘Not in list’ comparison – Available for formulas and conditional formats.
• Diagnostic Report for Refresh Data – Manually paginated charts are not easier to maintain. You can easily identify pages that need to have sub-chart breaks added or removed.
• Improved Multi-chart documents – Now works with auxiliary reports.
• Improved Calculations – Added ‘LEFT’ and ‘RIGHT’ string calculations. This allows the user to extract data from the left or right of any string.
• Bug fixes

Version 3.5.0 – Released on May 5, 2016

• Refresh Scheduler – Schedule daily or weekly refreshes of your charts
• Auxillary Reports – Specify ‘Auxillary’ (or secondary) manager relationships in your data
• Simplified Box Style Management – Add and edit box styles directly in the box style editor
• Improved Data Refresh – Additional options gives you more control over data refresh process
• Improved Right Clicks – Right clicking on a box allow you to select ‘Move Box/Branch’ tool
• Improved UltiPro Connector – UltiPro connector now allows connection to both test and production UltiPro Business Intelligence (BI) Servers.
• Photo Loading Performance – Loading photos from external sources (e.g. BambooHR or PeopleHR) is 2X faster
• Simplified UI – The DOCUMENT tab allows you to manage fields and set page properties
• LOOKUP formula – Allows you to lookup values from another record (for example, the name of indirect manager given that manager’s ID)
• Divisions and Formulas – COUNTIF formulas can reference the current division (for multi-chart documents). For example, you can count all boxes in the current division.
• Improved International Date Handling
• Bug fixes

Version 3.4.0 – Released on March 26, 2016

• Dates – Specify how dates are presented in org charts (includes international date formats)
• ‘Refresh Date’ – Auto-text element (shows date that data was refreshed through a connector or the last date a data file was modified)
• Enhanced tables – Show values/formulas for the current branch or entire chart
• Enhanced master page – Map values from the top box of a subchart to values used in tables in the master page
• Specify top box – In the import wizard, you can specify one or more boxes as the top of your chart. This solves issues with circular references (e.g. CFO reports to CEO and CEO reports to CFO).
• Find by Photo – Search for an employee using photos
• Append Data – Add, update and suppress records using data from flat file. For example, you can add ‘vacancies’ or ‘contractors’ to charts (even if your HR data doesn’t contain these records). You can add additional data fields not contained in your source HR data.
• Combine Data Sources – Merge two data sources into a single org chart (e.g. Active Directory data + UltiPro data)
• Enhanced SutiHR Integration – Single Sign On from SutiHR and auto-configuration of SutiHR connector when account is created.
• UltiPro Business Intelligence Connector – Create org charts directly from custom UltiPro reports (much more flexible than standard UltiPro connector)
• Enhanced ADP Connector – Default report now includes additional fields (HomeWorkLocation and Business Unit).
• Resize right panels – Click and drag to make search, profile, box styles, etc. panels wider or narrower
• Enhanced Excel Export – ‘Redeployed Only’ report (shows only boxes that have been manually moved)
• Circular Excel Export – Generate an Excel report that can be reimported in OrgChart Now (without modification)
• Concatenate Formula – Merge fields (e.g. Last Name and First Name) or create photos references
• Smart Concatenation – Automatically remove separators from concatenated strings where appropriate (e.g. [Last Name], [First Name] will not include comma if Last Name is blank)
• Fallback Concatenation – Automatically fallback to secondary string if primary string is blank (e.g. [Preferred Name|First Name], [Last Name] will use First Name if Preferred Name is blank).
• Improved Subchart Wizard – Break by Field now automatically splits up large departments that are too big to fit on a single page
• Improved Rule Editor – Rule editor now allows larger comparison values (for example, when using the ‘in list’ comparison you can define more values in the list).
• Bug fixes

Version 3.3 – Released February 8, 2016

• Optimized ADP Workforce Now Import – Query is now up to 8 times faster
• Optimized UltiPro Import – Query is up to 50% faster
• ADP Vantage HCM Connector – Create org charts from ADP Vantage HCM data

breatheHR Cloud Connector – Create org charts from your breatheHR data

• SAML 2.0 Single Sign On – Single Sign On into OrgChart Now from any SAML Identify Provider (for example, OKTA.com or OneLogin.com)
• Resolution of a number of defects

Version 3.2 – Released January 16, 2016

• Improved ADP Workforce Now Connector – Progress meter shows how many records have been retrieved from ADP Workforce Now
• Salesforce Connector – Import data directly from Salesforce
• Improved User Management – Improved support for large user communities within an account (e.g. more than 50 users in an account)
• Improved Data Refresh – User now has more control over how the chart is refreshed
• Private Charts – Each read/write user now has their own private folder (can only be accessed by that user or an administrator)
• Rule Based Assistant Formatting – Create a rule to automatically set assistant branch styles (e.g. Title contains ‘Assistant’)
• Improved Import Wizard – Select Chart Template Panel UI has been improved
• Improved Optimize Page Function – Page optimization does a better job of automatically selecting branch styles (e.g. improves experience with import, data refresh, subchart wizard and Optimize Page functions)
• Optimize Page with large number of boxes – Optimize page does a better job of automatically selecting branch styles when working with 50 or more boxes on a page (works well up to about 500 boxes)
• Optimize Page with multiple assistants – Assistant branch styles are automatically optimized to make better use of available space on the page
• Subchart Break Enhancements – Branch Styles are better optimized when a subchart break is removed or added. Remove all breaks performance is 10X faster. Subchart Wizard is smarter – doesn’t insert breaks on pages with very few boxes.
• OneLogin Support – Single Sign On from OneLogin.com (using OneLogin browser extension)
• Improved Subchart Panel – Expand/Collapse nodes and improved paging using the up/down arrow keys
• Improved Import Wizard – Better error reporting for blank header fields (e.g. Check Column [X] in your spreadsheet)
• Improved Localization – Support for file names containing special characters
• Bug fixes

Version 3.1.2 – Released December 13, 2015

• Enhanced Filters/Rules – Filters and rules now support a ‘does not contain’ comparison.
• Enhanced PeopleHR Connector – Report ID 2 adds the ‘Company’ field and is now available for all accounts.
• Improved Field Editor – f(x) shown to the left of all formula fields. A number of defects resolved.
• Improved French Localization
• Resolution of a number of defects

Version 3.1 – Released December 5, 2015

• Scale – OrgChart Now uses memory more efficiently and can handle charts with up to 50,000 records.
• Open/Save Performance – File size has been reduced by 60% which results in faster loading and saving.
• Excel Import/Refresh Performance –Excel and CSV import performance is now 20% faster.
• Custom Refresh – This refresh option allows you to refresh chart without losing user changes to box presentation or box spacing. The selected chart template does not override user changes.
• Do not delete – Manually added boxes (such as vacancies) can be locked to persist across data refreshes. (See REFRESH | Locking).
• Box Spacing and Refresh – Boxes that are manually spaced can be locked to persist across data refreshes. (See REFRESH | Locking).
• SutiHR Cloud Connector – Create org charts directly from your SutiHR account.
• Improved Portal/Web Sites Integration – It is now even easier to embed your org charts into portals. Supported platforms now include Google Sites, * WordPress and SharePoint.
• Resolution of a number of defects

Version 3.0 – Released October 31, 2015

Major Improvements

• Improved User Experience – The user interface has been reworked based on user feedback. The user interface is now more intuitive, cleaner and has easier workflows.
• Improved Application Security – OrgChart Now has passed tests performed by ADP Global Trust Security Team. Both penetration and static and static analysis tests were performed and all high priority issues have been remediated.
• Multi-part Org Charts – You can now split your org charts into multiple divisions. You only need one document to manage an unlimited number of divisions.
• Easier Web Site Integration – The built-in URL generator make embedding org charts easier than ever before.
• More Web Site Integration Options – You can now have more control over what functionality is available to end users. Easily turn on/off features such as Publish to PDF and Export to Excel.
• Tables – You can now insert a table into your master page with just a few clicks.
• Summary Values in Tables – You can now include summary calculations in tables. For example, you can easily add a table containing various headcounts (e.g. vacancy count, contractor count, etc.) to your charts.
• Legends – You can now insert a legend onto your master page with just a few clicks.
• More Robust Data Import – OrgChart Now automatically resolves circular references when possible (e.g. when an employee is set to report to themselves). Also, OrgChart Now automatically populates blank employee IDs when possible.
• Lock Subordinate Position – If you manually move a person to report to another manager, you can now lock that change across data refreshes.
• Lookup Tables – Automatically update values in tables and text labels by referencing a lookup table (Excel or flat file). For example, you can use the lookup table to easily update metrics that cannot be derived from employee data (e.g. “Approved Positions” or “Allocated Budget”).
• Small Enhancements

• Easier Download – Double click to download files (e.g. Excel, PDF and image files) from import, save and open functions.
• Easier Upload – You can now upload files directly from import, open and save functions.
• Improved Data Filters – You can now include the ‘chain of command’ (one level up) when filtering your data (during data import).
• Improved Internationalization – You can now upload files with filenames containing special characters (e.g. for French, German or Spanish Excel files)
• Import Wizard Enhancements – All field selector dropdowns are wider in order to handle long field names.
• Image Properties – You can now easily find the path for any image (e.g. logo) on your master page.
• Improved Pinning – You can now pin text elements and images to the right and/or bottom of pages. Pinned elements automatically reposition as the page expands or shrinks.
• Improved Compatibility – OrgChart Now works better with Internet Explorer 10 (especially for Read Only Accounts)
• Auto hide Views Tab – If no views are defined, the Views tab is hidden for Read Only users.
• Select Data Source Improvement – The source path for the selected import file is now shown (as opposed to just the file name).
• Improved Auto Login – The auto-login preference is now instantly updated when you click on the checkbox. You don’t have to login for the auto login preference to be changed.
• Resolution of a number of defects

Version 2.9.5 – Released August 10, 2015

• Manual sorting – Sort boxes based on one or more criteria
• Data refresh sorting – Specify sort criteria to be used as part of the data refresh process
• Box Locking – You can now lock boxes to preserve data and/or formatting across data refreshes
• Co-Heading Handling – Chart containing co-heads can now be automated using data refresh (e.g. two managing partners or co-presidents)
• ‘ReportsToName’ calculation – returns the name of a person’s manager
• Field Labels – Specify an alternate label for a field (this is especially useful when using connectors). For example, if the field name is “Position Job Description’ it can be relabeled to ‘Title’ (when used in chart boxes and the profile)
• Subchart Name Override – Manually renamed subchart names are preserved across data refreshes
• Peer Assist, 4= Left Peer Assist).
• Okta Secure Web Authorization – Sign into OrgChart Now directly from your Okta dashboard
• Improved ADP Workforce Now Connector – Improved security and performance
• Better error reporting – for circular references (during the import process)
• Resolution of a number of defects

Version 2.9 – Released June 28, 2015

• Application Security Audit – Potential security flaws were identified and remediated (Checkmarx.com was used to perform the analysis)
• ODBC Connector – Import data from an ODBC compatible data source
• Enhanced csv import – csv import now handles Western European characters and different data encodings (ANSI and UTF-8)
• Longer user names and password – User names can now be up to 40 characters and passwords can now be up to 30 characters
• Better browser support – for Firefox and Internet Explorer (10 and 11)
• Improved installer – for on premise deployment
• Resolution of a number of defects

Version 2.8 – Released May 7, 2015

• ADP Workforce Now Connector – Create org charts directly from your ADP Workforce Now account.
• Subscribe-HR Connector – Create org charts directly from your Subscribe-HR account
• UltiPro Connector – Create org charts directly from your UltiPro account
• OrgChart Now Scheduler – Schedule charts to automatically update daily, weekly or monthly
• Improved text wrapping – Specify text wrapping characters (for example, the ‘@’ sign for email addresses)
• Management Level Charts – Vertically align peers based on management level. For example, ‘Management Level 3’ boxes are vertically aligned even if some ‘Level 3’ boxes report directly to ‘Level 1’
• Resolution of a number of defects

Version 2.7 – Released April 3, 2015

• Getting Started Guide – PDF guide that provides step by step instruction for getting started with Org Chart Now
• Improved handling of large data sets – Progress meters added for various functions (when working with large data set – > 5,000 records)
• Data Refresh/Import Performance – 2X faster for large data sets (> 5,000 records)
• OrgChart Now Web Site Integration – URL interface has been updated to make integration of org charts into public web sites easier
• Resolution of a number of defects

Version 2.6 – Released March 15, 2015

• Make Top – Display the selected box at the top of the current page. Insert a subchart break if necessary
• Publish Branch – Publish a branch of an org chart to PDF
• Updated Samples Files – Updated based on user feedback
• Updated chart templates and box styles – Improved based on user feedback
• Faster data refresh/import performance – for filtered data sets
• Resolution of a number of defects

Version 2.5 – Released March 1, 2015

• Edit Mode versus Browse Mode – Users can easily switch between a browse mode (editing tools hidden – simple user interface) and edit mode
• Improved Data Refresh #1 – User defined fields are maintained across data refreshes. For example, you can add a persistent notes field to your charts
• Improved Data Refresh #2 – Changes to the master page changes are maintained across data refreshes
• Units of Measure – User can select unit of measure used in the user interface (centimeters or inches)
• Better Default Page Properties – Default margins are now 0.25 inch and default header is now 0.6 in.
• Improved Import – More robust handling of Excel and CSV files.
• Faster Photo Loading – Faster loading of Photo URLs
• Resolution of a number of defects

Version 2.4 – Released February 6, 2015

• Right Click Shortcuts – Access commonly used functions using right click
• Undo/Redo – Undo/redo is now enabled
• Enhanced Profiles – More control of presentation of the profile panel. Cell formatting (bold, italic, text color, cell color). Also, the ability to add ‘free text’ headers and separators (one column and two column)
• Views Panel – Users (especially read only users) can easily switch to different presentations of a chart (e.g. w/ photos, w/ calculations, only name and title)
• Enhanced Conditional Formats – Apply specific box properties when a condition is met (for example, blue border if a contractor or yellow background if vacant)
• FTP Dropbox – now supports PGP encrypted files
• Resolution of a number of minor defects

Version 2.3 – Released December 22, 2014

• Smart Refresh – User updates (subchart breaks, branch styles and box sorting) are maintained across data refreshes
• Save Page or Branch – Save a branch or single page from a chart
• Lock Folder – Administrator can lock a folder so that contents cannot be modified by read/write users
• Faster Load/Save/Import – Up to 3X faster (especially with large data sets)
• Faster Chart Rendering – Up to 3X faster (especially important when you have more than 200 boxes on a single page)
• Faster Login – Up to 2X faster
• Improved Excel Export – More options – export orphan records, current page, current branch or entire chart
• Shift drag to copy files – Use shift drag to copy files from one directory to another
• More robust picture handling – Photo URLs can now handle PNG, GIF, JPG and Lossless JPG images (e.g. improved compatibility with BambooHR and People HR). Photo references can now handle JPG and Lossless JPG images
• Resolution of a number of minor defects

Version 2.2 – Released December 2, 2014

• PeopleHR Connector – Create org charts directly from PeopleHR. Cloud connector ‘ReportID 1’ allows you to include employee photos in org charts
• Number formatting – More control of how numbers are displayed (percent, currency symbols and thousands separator)
• Custom Colors – The color picker now allows users to define custom colors
• Publish Output Options – Published output can be either be downloaded or saved to a folder (in your account)
• Secure Portal Integration – Dynamic org charts (or PDFs) can now be securely embedded in web sites and corporate portals
• Resolution of a number of minor defects

Version 2.1.2 – Released November 12, 2014

• BambooHR Connector Enhancements – Import employee photos. Import additional BambooHR fields (Email, Phone, Mobile, Gender, Hire Date and Photo) using ‘ReportID 1’
• ‘NewSuperID’ Formula – SupervisorID lookup calculation. After modeling, you can now easily identify moved boxes (by comparing original * SupervisorID with NewSuperID). NewSuperID is included in Excel export
• Linked Photos – The Photo field can now contain a URL to a photo (for example)
• Improved PDF Book Publish – Publishing speed of PDF books containing employee photos has been improved
• Resolution of a number of minor defects

Version 2.1.1 – Released November 5, 2014

• Disable Page Overflow Breaks – End user can turn off automatic subchart breaks (inserted to break up large pages)
• Improved Page Numbering – Page numbering is now aligned with the order in the subcharts panel. Subchart panel order is now always synchronized with peer order in chart
• French Localization – All French strings updated
• Subchart Wizard Enhancement – Name Using field is automatically set to ‘Department’ (if field is available)
• Resolution of a few minor defects

Version 2.1 – Released – October 31, 2014

• User Management – OrgChart Now Administrator can now add, delete and update user credentials
• User Self Registration – End users can now sign up for access to their corporate account
• Access Groups – Group membership determines which folders a user can access
• Fast Login – Login speed is 4X faster

Version 2.0.4 – Released October 20, 2014

• Import CSV Files – Import Wizard now supports import of .csv files

Version 2.0 – Released September 27, 2014

• Employee photos in chart boxes – JPG images can now be added to org chart boxes
• Customizable Profile Panel – User can now customize profile panel (e.g. show/hide/reorder fields as desired)
• Profile Panel Text Wrapping – Long field names/field values are automatically text wrapped
• Edit field values in Profile Panel – Double click to change value of a field
• Fast Select ‘Level’ Selector – Automatically extend selection to all boxes on the same level
• Chain of Command Autotext – Display the chain of command (e.g. Mgr1 > Mgr 2 > Individual) for a given subchart
• Free Trial updated – to allow import of up to 500 records
• Nine Box Matrix – OrgChart Now will automatically create a Nine Box graphic if ‘Performance’ and ‘Potential’ fields are included in the data source. The graphic can be used in the profile panel and org chart boxes
• Search panel – Search for employee records and then quickly navigate to associated subchart

10. Conditional Sums – Create formulas to count records matching criteria (for example, count of all vacancies or count of of contract employees)

• Improved Page Layout – Automatic page layout is now improved to more effeciently position boxes on the page
• Subchart Arrows – Pick from 1 of 3 available subchart arrow styles
• Field Types and Field Formatting – Specify fields as text, number, date or image. Specify how numbers and dates are formatted
• Many usability enhancements (Examples: shift-click to extend selection of boxes and box cells; arrow keys to navigate from box to box)
• Resolution of over 50 minor defects

Version 1.9.2 – Released September 1, 2014

• Resolved issues associated with manually positioning subcharts
• Resolved issues with blank values when using the ‘break by field’ option (in the subchart wizard)
• Resolved issues with page optimization + Import Wizard (with large number of boxes on a single page)
• Version 1.9.0 – Released Aug 9, 2014

• Insert Image – JPG images (such as a corporate logo) can now be added to org chart pages (including the master page)
• File load/save performance – Load/save is now 4X (or more) faster
• File size optimization – File size has been reduced (3.5X smaller)
• Enhanced text wrap – Text now wraps on hyphens, spaces and forward slashes. For example, a title such as ‘Programmer/Analyst’ now breaks cleanly
• FTP/SFTP Drop Box – User can now upload or download files using FTP/SFTP
• Improved Row sizing (within boxes) – You can now specify which row will be expanded to fill any unused vertical space within a box (applies only to fixed and auto(smart) height options)
• Apply custom master page template – You can now define a custom master page template. Customs templates can include corporate logos, free text and autotext elements. Custom templates can automatically be reapplied when data is refreshed
• Import Wizard + Excel Dates – Excel fields formatted as dates are now imported properly
• UI Improvements – Insert tab now contains move and arrange tools. This makes it easier to create a master page template
• Bug fixes – A number of bugs (reported by end users) have been addressed

Version 1.8.3 – Released July 12, 2014

• Publish multi-page PDF – Create a PDF containing each subchart on a separate page
• Import Data/Refresh Performance – Performance is 10X faster for larger data sets
• Box Layout Editor Enhancement – Inserting a row or column automatically inherits cell formatting from selected row or column

Version 1.8.0 – Released July 3, 2014

• In place data refresh – One click to refresh chart from source data. Data is re-queried and then all import wizard settings are reapplied
• Refresh properties – Update any data refresh settings without having to go back through the import wizard steps
• Smart box sizing – Boxes automatically resize based on width and height of peers and selected branch style. The software does the work for you
• Improved automatic page layout – Page layout is now better optimized after data import and data refresh.
• French Localization – Application is now fully translated into French
• More control over automatic subchart breaks – Added option to suppress insertion of subchart breaks on top levels of chart
• Enhanced Text Wrap – Limit text wrap to a maximum number of line.
• Box Layout Editor Enhancements – Apply changes to ‘Entire Chart’ or ‘Current Subchart’

Version 1.7.1 – Released June 4, 2014

• Removed browser scroll bars – on lower resolution screens (e.g. 1360 X 768, 1280 X 1024, 1280 X 800)
• Bug fix – Publish of org chart no longer fails with certain special chararcters (for example, long dashes)
• Version 1.7.0 – Released June 1, 2014

• Subchart Breaks – New import wizard step allows you to break org charts into multiple pages
• Apply Master Page – New import wizard step allows you to add master page elements
• More flexible data import – Name and Title fields can now be mapped to any field in source data
• More robust data import – Blank lines are skipped. Fields containing only spaces are stripped
• Subchart Wizard – Define rules as to where to insert subchart breaks
• Autotext Elements – Insert elements that automatically update based on context (such as, page number, sub-chart name and date)

Version 1.6.0 – Released May 1, 2014

• Subchart Breaks – Manually insert/remove page breaks
• Profile Panel – Click on a box to view additional details
• Master Page – Define a page that contains elements (e.g. Chart Title) that are included on every page of the chart
• Header/Footer Area – Specify header/footer height. The org chart automatically avoids the header/footer area
• Text Element Pinning – Pin elements (typically within header or footer) so that they do not shift as the page is resized
• BambooHR Cloud Connector – Create org charts from real-time queries to BambooHR
• Improved UI – Toolbars placed on several ribbons make the application easier to use and more intuitive (like PowerPoint, Excel or Word)

Version 1.5.0 – Released April 4, 2014

• Publish to PDF – Publish org charts to Adobe PDF Format
• Publish to EPS – Publish Encapsulated Postscript documents
• Publish to PNG 2X – Double size PNG for better quality in Word and PowerPoint
• Crop to Chart – Publish only the chart (strip any text annotations/titles)
• Transparent Background – Publish PNG with transparent background (charts now work well over a PowerPoint background)
• More robust data import – Handles circular references