How do you create a new Employee Org Chart ID.

Forum|Forum|6 years ago
August 13, 2020
3 replies
65 views

Hi I need to change or add an Org Chart Data field that says "Team". Can you assist with how to do this as it won't let me edit any of the pre-determined fields or add any.

Thanks

Lynda

Emma D

Lucid support team

Hi Lynda thanks for posting! You can add a custom field to your org chart from the org chart context panel to the right of the canvas.

Select the Layout tab scroll down to Employee Fields and hit the plus symbol to add a new field.

For more information check out the 'Manage Employee Fields' section in this article from our Help Centre. If you have any questions please let me know!

Lynda RAuthor

Hi there

That would be a likely solution but there is no + sign in the employee field area. I see a Custom field area but I don’t see how to apply it into the employee field. Thanks for any further guidance

Kent B101

Lucid support team

Hi Lynda

Thanks for following up! See the gif below for a walk through. Note that to add a field you have to have the whole chart selected and not an individual.

Let me know if you have any more questions!

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