Displaying a Custom View with Custom Fields

Once you have created your custom fields and added data to the custom fields, you can display this information in a custom view. 

To display custom data fields on your org chart:

  1. Click on Org Charts from the left navigation pane.
  2. Click on the name of the org chart that you wish to view.
  3. When your org chart is displayed, click on the Format Options icon: Aa.



  4. In the Format Options dialog box, under Fields, enable the check boxes of the fields you wish to display.



  5. Depending on the number of fields you are choosing to display on your org chart, you may wish to change the size of the box by clicking on the Box tab and changing the Width and Height of the box.



  6. Once you are finished, click Save As.

 

Here is a quick video:

 

You can also view this Help Article for more info on changing the Formatting Style of your Org Chart.

 

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

 

 

 

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