·         Data Source: Select a new data source. This is useful if the original data source has been moved or renamed.

·         Data Filters: During import you can choose to import a subset of your source data. You can modify the original data filter to change the subset of source data used during refresh.

·   Import Fields From Source: Select the fields to be updated during the Refresh process. The fields that are not selected will not be modified during refresh. The Modify button becomes active when you select any field.

·       To remap a field: Select any checked field and click the Modify button. Use the Field from Source drop-down list to map the field to a data source field.

·  To add a field: Select the checkbox associated with any unchecked field to display the Modify dialog. Define field mapping using the OrgPlus Field drop-down list. By default, a new OrgPlus field with the same name as the data source field is created. You can name the OrgPlus field by typing directly into the OrgPlus Field drop-down.

Note: At any time, you can rename OrgPlus fields by selecting Define Fields from the Data menu.

·         Position: Select the field to be used as the position field. The position field and Reports To fields are required to build the chart hierarchy.

·         Reports To: Select the field to be used as the Reports To field.

·         Unique Field: Select the field to be used as the unique identifier for each record in the source data. This field is used to match boxes in the existing chart with records from the data source.

     

·         Re-apply Sub-chart Rules: After refreshing a chart, this option re-applies the original sub-chart rules.

·         Re-apply Chart Rules: After refreshing a chart, re-applies all defined chart rules.

·         Re-apply Photo Manager: After refreshing a chart, refreshes all photos based on the current Photo Manager settings.

·         Refresh Hierarchy: When Refresh Hierarchy is selected, the reporting structure of the chart and the contents of each box are updated during a refresh. When this option is not selected, only information within the chart boxes is updated. This is useful when the data source contains incorrect or  missing hierarchy information, or when you have manually modified the hierarchy of the chart.

·         Refresh Auxiliary Lines: After refreshing a chart, refreshes all auxiliary lines based on the AuxReportsTo advanced data field. See Adding Auxiliary Lines for more information on advanced data fields.

·         Refresh Combined Positions: After refreshing the chart, recombines records into multi-record boxes based on the settings in the Combine dialog (see Combining Multiple Records for more information on combining records).

·         Refresh Group Positions: After refreshing the chart, groups peers based on settings from the Group dialog (see Grouping Peers for more information).

·         Re-apply Sorting: After refreshing a chart, re-sorts boxes based on the options defined in the Sort Data dialog box.

·          Remove unassigned Positions: If you select this option, orphan records that are currently in the chart, will be removed from the project in the refresh.

·          Maintain Mapping of Unassigned Positions: Select this option if you want the refresh to maintain the chart positions of records that are orphans in the data source.

Note: You can preserve the current positions of orphan records you have mapped and prevent the inclusion of further orphan records in the refresh process by checking both of the Unassigned Positions checkboxes.

Determine top of chart using:

By default OrgPlus displays the Largest Branch (chart) that can be created from a data source. You can choose which record(s) will be designated as the top position in the chart by either specifying a Position or Reports to value. This is useful in the following cases:

·         Multiple boxes at the top: To designate more than one box at the top of chart make sure that each box must has the same reports to value.

·         Circular Reference at the top:  The top boxes report to each other.

·         Display orphans at the top: All orphan records must have the same reports to value.

     

·        Archive chart before refresh: Saves a copy of the chart before the refresh process. By default, this option saves the chart in the My Charts\Archive folder.

·     Archive Folder: The default location for the Archive folder is under My Charts, but you can change it by clicking the Browse button and selecting a different location.

·        Archive File Management: Select how often you want to create a new archive file:

• Every refresh: This saves a copy of the chart each time you refresh the data, either manually or automatically.

• Every day: If you perform multiple refresh operations throughout the day, this saves the chart each time the refresh is performed, until the last one of the day is completed. The archive file will overwrite the last-saved refresh file.

• Every week. This saves a copy of the chart on a on a weekly basis, overwriting refresh files saved intermittently.