Adding Clickable URL Links To An Org Chart

To add clickable roles in your Org Chart, create a Custom field.

Note:

Custom Field is included in Organimi's paid plans.

 

  1.  Open the Org Chart in which you wish to add clickable URL links.

  2.  There are two (2) ways to access custom fields, click the Custom Field button mceclip0.png     OR


    Click the Settings button mceclip1.png  and click Organizational Settings > Custom Fields 

                    mceclip2.png   The Custom Fields screen appears.

mceclip0.png

   

    3.  Click the ADD NEW FIELD button.

         mceclip2.png

             a.   In the Custom Field Name field, type the name of the custom field (e.g. Linkedin).

             b.   Determine whether the field applies to the Member/Person or the Role by clicking the radio

                   button.

             c.    In the Field Type field, click the down arrow and select URL/Link from the drop-down menu.

             d.   Click the SAVE FIELD button.

 

   4.   Click the X at the top right to close the window.

 

Displaying The Custom Field In Your Org Chart



  1. Click the Format Your Chart icon.mceclip0.png

      mceclip1.png The Format Your Chart dialog box appears.

 

mceclip0.png

 

         a.  Click the NEW FORMAT button to create a new custom format.

                 b.  Click the dots to the right of the Saved Formats field.   

 

                     mceclip1.png A popup menu appears.

 

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                a.  Select Rename Format.

            mceclip2.png

 

                b.  In the Custom Format field, type LinkedIn.

                c.  Click the Update Name link.

 

                   mceclip1.png  Your custom format name appears in the Saved Formats field.

 

            mceclip6.png

 

    d.  Click the DONE button.

 

      2.   Go to your Chart Roster.

      3.   Edit an employee by clicking the Pencil icon.

            mceclip7.png

 

                     mceclip1.png  The Member Details screen appears.

            mceclip8.png

             

              a.   Type a URL for the LinkedIn custom field.

              b.   Click the SAVE button.

 

                    mceclip1.png  The Member appears in the Chart with the clickable link.

         mceclip9.png

  

Displaying The Custom Field In The Member Slideout Profile

  1.    Click the  Role actions button          

 

         mceclip10.png

 

                  mceclip1.png  A pop-up dropdown menu appears.

                mceclip11.png

 

      2.  Select View Card.

 

               mceclip1.png  The clickable LinkedIn custom field appears in the member slideout profile.

                mceclip12.png

 

      

 Here's a quick video: 

95CBFADC-F1BF-45A2-ACED-13CE12C32EB5.GIF

 

 

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

 

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