Understanding Diagram Settings
This article explains what Diagram Settings are so that you can control how information is displayed on your diagram.
What Are Diagram Settings?
Diagram Settings let you change what information is displayed on a diagram and how entities are sized and spaced. They give you control over the appearance of your diagram without changing the underlying data.
To access Diagram Settings, click the Settings button when you have a diagram open. A panel appears on the right-hand side of your screen with three tabs: Display, Entities, and Relationships.
The Display Tab
The Display tab contains settings that affect the diagram as a whole. For example, you can:
- Add a legend to the diagram by turning the Legend switch on.
- Hide or show annotations (see How to Annotate Diagrams).
- Adjust the size and spacing of entities using the Entity Size & Spacing sliders.
- Turn on grouped entities for beneficiary and member relationships — this displays all beneficiaries or all members in a single node, rather than a separate link for each one. Useful for trusts and SMSFs with many beneficiaries or members. See Beneficiary Groups.
- Turn Alignment guides on or off — this is a personal preference (see Diagram Alignment Guides) that follows you across every diagram you open and doesn't affect anyone else in your organisation.
Note: The spacing sliders are only available if you haven't moved entities around without saving. If you have repositioned entities, click Lock Layout first (see How to Manually Edit a Diagram).
The Entities Tab
The Entities tab controls what information is displayed inside entities. For example, you can turn on country flags so that a flag badge appears on each entity according to its jurisdiction, or turn on Family Trust Election badges.
The Relationships Tab
The Relationships tab is where you'll make the most changes. Here you can control whether relationships are hidden, displayed As Link, or displayed In Entity.
StructureGram applies default relationship settings, but you can adjust these to suit the type of diagram you're creating. For example, rather than showing a Trustee relationship as a link between entities, you may prefer to have that information displayed within the relevant trust entity. You can also control which Financial Links — such as loans and leases — appear on the diagram.
When you make changes to relationship settings, the diagram automatically reconfigures its layout so that entities and relationships are displayed optimally.
How You'll Experience Diagram Settings
Any changes you make are immediately reflected on the diagram. Settings are saved automatically, so your custom configuration is intact when you return to the diagram.
Saved Settings
You can reuse a preferred display configuration by saving it as a Saved setting. Saved settings are available to everyone in your organisation and can be applied to any ownership diagram.
To save the current configuration:
- Open Settings on an ownership diagram.
- Open Saved settings at the top of the panel and select Save current.
- Enter a clear name and select Save.
To apply a saved configuration, open Saved settings and select its name. The diagram updates immediately and keeps an independent copy of the configuration, so later renaming or deleting the saved setting does not change diagrams where it was previously applied. Organisation admins can also select Manage in this popover to rename or delete a saved setting.
Organisation Admins and Member - Group Admins can create, rename, and delete saved settings. Other organisation members can apply them. Saved settings are not available in Scenario mode.
Saved settings include display options, entity details, relationship display modes, and entity size and spacing. They do not include sensitive TFN visibility, snapshot dates, Scenario options, manual positions or sizes, annotations, legend position, or the diagram's entity scope.
Tips
- To reset all Diagram Settings back to their defaults, click the Reset button at the top of the panel.