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How to group same positions together

  • September 19, 2023
  • 3 replies
  • 21 views

Jamie102

How to group the same positions together with a position count in an org chart rather than showing each position individually.

 

 

Comments

Micah
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  • Lucid community team
  • September 19, 2023

Hi Jamie thanks for posting in the community - yes this is possible! I recommend using the Org Chart's Group View tool which allows you to collect employees who share a common attribute - in your case "position." To access this tool open the org chart panel and select the Layout tab. There under Visualization you'll see Group View. 

Then choose the field from your dataset by which you want to group your organization. This will create a new page in your document with the employee groups! Give this a try and let me know if you have any questions. 


Jamie102
  • Author
  • September 19, 2023

Thank you! I will try this feature out :)


Micah
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  • Lucid community team
  • September 19, 2023

Of course! Please let us know how it goes :)