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Drag and Drop

OrgChartX empowers you with intuitive drag-and-drop functionalities, streamlining your organizational chart creation and management process. This guide delves into the various ways you can leverage this feature:

  • Copying and moving nodes within the same org-chart window.
  • Copying nodes between multiple org-chart windows.
  • Modifying node photo you dragged from the Photos app, the Finder app, web browsers, and other apps.

Drag and drop node​

Copy and move the nodes in the same org-chart window or across multiple org-chart windows.

In the same org-chart window​

Within the Chart or Column view, you can drag and drop nodes to achieve the following:

On macOS devices​

  • Move nodes. Drag a node and drop it onto another node to make it a child of the target node.
  • Copy nodes. Hold the Option key (⌥) while dragging a node onto another node. This creates a copy of the dragged node as a child of the target node.

On iOS and visionOS devices​

Drag a node and drop it on another node, OrgChartX shows you a menu and you can choose from:

Drag/Drop Menu

  • Copy as child: Creates a copy of the dragged node as a child of the target node.
  • Copy only the node itself without its children: Applicable only for branch nodes. This option creates a copy of the selected node, excluding any child nodes it may have.
  • Move to become a child: Removes the dragged node from its current parent and makes it a child of the target node.

Efficience Tip​

Efficience

Drag-and-drop copying is a powerful tool for constructing your organizational chart. Copying entire branches in this manner can significantly expedite the process.

Across multiple windows​

Drag a node from one OrgChartX window and drop it onto another window to create a copy of the node within the second chart. This functionality allows you to seamlessly transfer elements between different charts.

Effortlessly Modifying Node Photos with Drag and Drop​

OrgChartX offers a convenient way to update node photos using drag and drop:

  • Image Files: Drag an image file directly from the Finder app onto the desired node's photo field within the Inspectors panel.
  • Web Images: Drag an image from a web browser directly onto the node's photo field.
  • Photos App: Drag a photo from the Photos app onto the node's photo field.
  • Images from Other Apps: Drag an image from any application that supports drag-and-drop functionality (e.g., shapes from a presentation software).

Compatibility Note​

Compatibility

The behavior of drag-and-drop functionality might vary depending on the web browser or other application you're using. If you encounter issues, simply save the image as a local file and drag that file into OrgChartX for guaranteed compatibility.

Summary​

By mastering these drag-and-drop techniques, you can significantly enhance your experience with OrgChartX, leading to faster and more efficient organizational chart creation and editing.