Org Chart Pack - Feature Requests

Making Packs
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@Eric_Koleda Great work with the Org chart pack! Are you still actively developing it?

I’ve been using it for a while, and it’s solved several pain points on our end. There are a few things that would make it even better for us, so I wanted to share those feature requests with you: I wanted to share = a few feature requests:

  • Ability to add another line of text to each tile so we can show something like a department label
  • Option to export the org chart as a PNG or other portable file type so we can share snapshots outside of Coda
  • Ability to hide items from the diagram using column (checkbox) as input to formula to displaywhich nodes are displayed
  • Ability to reorder the nodes to make better use of space. Our chart is horizontal and very wide, so it would be helpful to have a way to use more vertical space

Thanks!

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Hi Chris,

You can Concatenate() two fields with a Linebreak() in between to accomplish what you want.

You don’t need to connect your diagram to a full table, you can create a checkbox column and use filter() to select only items where the checkbox is true and then pass those to the diagram.

You can use Erik’s CloudConvert Pack, extend Coda with CloudConvert - Coda to export the page where the diagram is to pdf or other formats, maybe also png. I have not tested it with the org charts, so can’t tell 100% if it works.

@joost_mineur did a great job here explaining how to use the pack: Create PDF with a button - Showcase - Coda Maker Community

Here’s a little example showing how to show a second line and how to hide items with a checkbox

Let me know if this helps!

Pablo

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@Pablo_DV wow, thank you for the detailed response! That all makes sense to me and I will test it further today.

The only other question I have is…

Is it possible to add a feature to adjust the org chart’s layout to prioritize vertical space over horizontal space? The goal is for the chart to reshape into a taller and narrower format, rather than a wide one.

I’m assuming @Eric_Koleda would need to comment on that one.

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Hi @Chris_Williams1 - I just added a new layout parameter you can use to adjust how the chart is organized. You can read more about it, and see examples, in the guide:

I’m not sure if it provides everything you need, but let me know if it helps.

And thanks @Pablo_DV for jumping in with all those great answers!

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@Eric_Koleda This is great, thank you! The ‘left’ layout is perfect for our needs and utilizes more available space. I appreciate you looking into it and addressing my request so quickly. If anything else comes up, I’ll let you know.

The only outstanding item is exporting the diagram to PNG. However, I want to test the CloudConvert pack as @Pablo_DV suggested first.

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@Eric_Koleda Is there a way to resize the chart to fill the empty space as a user zooms in / zooms out? I’m finding it hard to read the content in the chart as I add employees (see below) for an example.

Or put another way, is it possible to scale the overall chart so it fits proportionally in the view without leaving large empty margins?

image
image2393×1358 126 KB

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@Chris_Williams1 - Not really, no. The library I use for drawing the tree only has so many options, and I don’t think there is a way to get it to draw them packed together with more density. You can zoom around and collapse and expand them with double-click, but that’s about it.

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@Eric_Koleda Gotcha. Figured I’d ask and see what was possible

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