How can I create a default arrangement of fields for each box in Lucidchart’s org chart? Each time I import data from an Excel or CSV file, I have to manually adjust the layout
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Hi
You can create an arrangement for all employee fields universally in the org chart Context panel, following the steps below.
Manage employee fields universally
- Hover your cursor over the org chart and select the dotted outline.
- In the org chart Context panel to the right, select the Layout tab.
- Click to expand the Employee Fields menu.
From here, you can:
- Add or remove a field by checking or unchecking the relevant box.
- Rename a field by clicking the title and typing a new one.
- Apply a field to all shapes by hovering your cursor over the field and clicking
the globe icon.
- Arrange the order of fields by clicking and dragging
the handles to the left of the field name.
- Delete a field, show/hide label, or hide empty field by selecting
the More Options menu on a field.
You can also manage the fields of an individual shape by selecting the employee shape and following the steps above.
To learn more about importing data into org charts and customizing org charts, you can check out this Help Center article. If you are experiencing issues, it may be helpful to read through the Help Center article, Troubleshooting: Org charts.
Please let me know if you have any further questions!
Thanks for the response
I know how to arrange the employee fields within the box, but each time I upload new employees using the import function, I have to rearrange them manually. Is there a way to set a default style so they’re automatically arranged?
Hi
Unfortunately, this isn’t currently supported in Lucid. When importing data into an org chart in Lucidchart, there is only one default style. By default, Lucidchart only displays the employee name and role on the org chart's shapes, but you can add or remove fields at any time as discussed above.
Although this isn’t a perfect solution, it may save you some time! After you have imported your data, to arrange employee fields within your org chart at scale, select the entire org chart. Then using the Layout tab as shown above, set which fields you’d like to display. The changes you make should apply automatically to all boxes within your org chart.
We’re very interested in your feedback and committed to continually improving our products. If you’re willing to share, we’d love to hear more details about your use case or what you’d like to see in this experience within this thread. I’ve also converted this post to an idea so that it’s visible to others within the Product Feedback section of the community - from here, they can upvote it and add details of their own.
Finally, for more information on how Lucid manages feedback via this community, take a look at this post.
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