Skip to main content
Answer

Move an employee in an org chart to another tab/another org chart

  • January 6, 2025
  • 3 replies
  • 77 views

Forum|alt.badge.img+12

Hi, 

 

I am attempting to move an employee from org chart “A” located in tab 1 to org chart “B” located in tab 2. I can’t drag across tabs which makes sense, but when I copy the employee from org chart “A” to tab 2 it will not let me add it to org chart “B”. Is there a way to easily integrate this employee into the new org chart without having to add them again?

Best answer by Zuzia S

Hi ​@rvassilatos, thanks for your post! 

The easiest thing to achieve that would be to select the employee shape you would like to move from Page 1, copy it, then select the org chart you would like to move it to in Page 2, and paste. This step may require you to move the shapes around after pasting. As such:

Otherwise, another alternative here would be to re-import your data indeed, or, if you are on an Enterprise level account, you can utilize our Data linking feature and refresh your data. This will update your Org Chart automatically based on the linked data. 

I hope this is helpful! If not, please do not hesitate to let us know in our Product Feedback section.

Cheers!

Comments

Zuzia S
Forum|alt.badge.img+8
  • Lucid community team
  • Answer
  • January 7, 2025

Hi ​@rvassilatos, thanks for your post! 

The easiest thing to achieve that would be to select the employee shape you would like to move from Page 1, copy it, then select the org chart you would like to move it to in Page 2, and paste. This step may require you to move the shapes around after pasting. As such:

Otherwise, another alternative here would be to re-import your data indeed, or, if you are on an Enterprise level account, you can utilize our Data linking feature and refresh your data. This will update your Org Chart automatically based on the linked data. 

I hope this is helpful! If not, please do not hesitate to let us know in our Product Feedback section.

Cheers!


Forum|alt.badge.img+12
  • Author
  • Lucid Legend Level 4
  • January 7, 2025

this worked perfectly! thank you so much!


Zuzia S
Forum|alt.badge.img+8
  • Lucid community team
  • January 8, 2025

@rvassilatos Glad to hear that helped! Feel free to create a new topic if you have any questions or anything you’d like to discuss - we love hearing from everyone!