Searching for Successors in a Box
OrgPublisher logo

End User Help OrgPublisher 9


Searching for successors in a box

This search option provides a list of people in a box containing a selected number of successors, and helps you locate where you have no successors or too many successors for a specific position.

  1. Open the Search dialog by selecting Edit from the menu bar, then Search from the pull-down options, or open the Search View pane in the List View. You can also click on the Search button Search button in the toolbar.
  2. If you have selected a specific box in the Chart View, the Search dialog selects the Search under selected box check box. This begins the search at that point in the chart. If you want to search the entire chart, click the Search under selected box check box to clear it.
  3. If you are using the Search View and want to start your search from a specific box in a chart, you must first select a box in the Chart View and then select the Search under check box. This begins the search at that point in the chart.
  4. Select the All Fields tab.
  5. In the Search field, click the drop-down arrow to select Successor(s) in a box. You can also press the key of the first letter of the field you want to navigate through the list.
  6. In the For field, type the number of successors in a box you want to find. For instance, if you want to see all boxes that contain more than one successor, type 1.
  7. In the Match field, click the down-arrow to select =Equal to.
  8. Click Search Now or Go Search View Go button. OrgPublisher performs the search and displays the matching records, successors and managers in the box in the lower pane.
  9. You can save the search results as a group or perform an additional search.

Return to Working with OrgSuccession Features