Adding Data to Custom Fields in Organimi

Once you have created a custom field in Organimi, you can now add data to the new custom field.

There are two ways to add data to custom fields:

A. Add custom field data manually one entry at a time, or;
B. Add custom field data by importing a CSV or Excel file.

Note: You can re-upload a csv / Excel file with additional columns using Bulk Import.  Organimi automatically detects the additional column information and offers to add them as custom fields to be displayed in your roster and Org chart (use Chart Formatting (A) to display).  This saves the step of creating a new custom field, as it happens automatically through the Bulk Import process (see section B. below).

A. To add custom field data manually one entry at a time:

  1. Locate the member in your org chart to which you wish to add the data.

  2. Hover the mouse over the member, then click the Edit button (icon with 3 dots).

  3. Click Edit Role.

  4. Click the pencil icon beside the member's name to add data on a member field.



  5. Enter or change the custom field information for the member.

    Note: Click +Add Custom Fields to add more custom fields.

  6. Click Save.

Here's a quick video:

61B8CC38-E6E1-480B-A4BA-65419474FE34.GIF

 - OR -

B. Add the custom field data to a CSV/Excel file, then import the file:

  1. Open the CSV file (or Excel spreadsheet), and add the custom field names to the file as new columns. Enter the column headings using the same name as the corresponding custom field name.
     
  2. Fill in the appropriate information in the new custom field data column for each person.

If you wish to import data such as skills, you can use the Field type "Tag" when prompted on the import (Step 9), to import/display a list of skills. In the csv/Excel file cell containing the skills column, if there is more than one skill, ensure each skill is separated by a colon.

3. Save and close the CSV/Excel file. To learn how to save in a CSV file format, click here.

4. Click the orange Bulk Import button at the top left.

    

  5. Click on the People (Roster) button, or Chart + People (Roster).

   6. Click Next.

   7. Drag and drop a CSV or Excel file onto the grey "Drag and Drop a CSV..." tile at the bottom of the screen, or click the Drag and Drop button, browse for the csv/excel file, then double-click the file to select it.
     

  8. The field names that match the column headings of your roster list are automatically pre-filled.
 
   

     Use the drop-downs to change the entry to a different column heading if required.
     Note: You may not make your own manual entry into the fields.
   

9.  If you have added additional columns to your .csv, these are automatically detected.
     You are then asked if you wish to add them as custom fields:

     

     Click Add Fields Now to accept.

    

     Click the wheel beside each custom field and choose your options, i.e. Field Type Tags.

     

Choose the appropriate Field Type, i.e. Numbers if you are importing a numbers column, Text to import text, etc. Change the Field Type to Tags, if the field you are importing is a custom tag field. A custom tag field can be used to display multiple variables, i.e. Skills:  SQL:Python:Sharepoint.  

Proceed to select the desired options, such as does this custom field apply to the Member/Person or the Role (Job), then click Save Field.

Click Add Now

10. Click Next.

11. The file has been uploaded, now review the list of names that appear.

      

 12. Click the blue Finish button.

       A message appears at the bottom confirming the number of records imported.

       

 

NOTE: To have custom fields appear in the org chart, click here to learn how to Create a Custom Format with Custom fields, i.e. the Skills, and Hobbies, text or tag fields you imported using the Bulk import feature.

Here is an example of an org chart with a Smart Legend, and Custom tag fields showing programming skills, etc.:



 

Here's a quick video:

2018-11-29_12-24-34.gif 

For more ideas on custom fields, click here for an article, and scroll down to view a list.  

Having trouble? Contact us at help@organimi.com or ask us about the concierge service.

 

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