Orgcharts - Best practices

Whether you are preparing a group overview, fine-tuning a regulatory document, or sharing a chart with your team, these best practices will help you get the most out of the DiliTrust Org Chart.

⭐ 1. Start in Standard Mode — filter first

Before doing anything else, use Standard Mode to scope your chart: apply entity type filters, field-based criteria, and display options (colours, additional fields) before switching to any other mode.

Think of Standard Mode as your configuration workspace — this is where you decide what goes on the chart and how it looks. Starting with a well-scoped chart makes everything else — saving, sharing, exporting, or editing — much easier.

How to filter the Org Chart

✨ 2. Keep each view under 50 entities

For readability and performance, keep each chart view under 50 entities. Beyond that threshold, charts become difficult to read, navigate, and export clearly.

If your group structure is large, split it across multiple views:

• One view for the top holdco and its direct subsidiaries
• One view per sub-group or geographic region
• One view per specific perimeter — a country, a business line, a regulatory scope

Save each scoped view with a clear name so you and your team can retrieve it quickly.

✅ 3. Use Free Edit Mode for fine-tuning and simulations

Switch to Free Edit Mode when the live data alone is not enough — for example when preparing a board document, simulating a future structure, or correcting displayed values for a presentation.

⚠️ Important: views saved in Free Edit Mode are static snapshots. They do not update when your entity data changes. If you need an up-to-date chart after editing in Free Edit Mode, go back to Standard Mode and regenerate.

How to use Free Edit Mode

⭐ 4. Save your views — in both modes

A saved view stores your filters, display options, and layout so you can reload it in one click — without reconfiguring everything each time. Make it a habit to save views regularly:

• In Standard Mode — save views for specific perimeters, criteria, or colour configurations you use regularly
• In Free Edit Mode — save finalised, presentation-ready snapshots for board documents, regulatory submissions, or simulations

Free Edit Mode views are visually tagged in the view selector so you can always distinguish them from Standard Mode views at a glance.

How to save and manage views

✨ 5. Create a public default view for your team

Set up a public default view accessible to all users in your organisation. This view should serve as a shared, at-a-glance reference — already configured with:

• A meaningful scope — the right number and type of entities
• Colour coding applied by entity type or a relevant list field
• The most relevant additional fields displayed on nodes — country, legal form, registration number

Think of it as your team's shared source of truth for the group structure. Keep it updated when major corporate events occur — acquisitions, dissolutions, restructurings.

⏩ Quick reference

• Exploring or configuring the chart → Use Standard Mode — filters, colours, displayed fields
• Large group with many entities → Split into multiple scoped views (max ~50 entities each)
• Preparing a document or simulation → Switch to Free Edit Mode
• Sharing with all users → Create and maintain a public default view
• Need live data after editing in Free Edit Mode → Go back to Standard Mode and regenerate