How to add custom fields.

You can add custom fields to your organization and choose to display them in your org chart on role cards using custom formats. 

Note: For privacy reasons, you must enable custom field information you want to display on your chart.

In this example, we are going to add a Contractor text field. 

1. From your dashboard, select an organization.
2. Click the SETTINGS and FIELDS tabs.
3. If you wish, you can click the Copy from another organization button to copy custom fields from a different organization that already has custom fields set up.
4. Click Add New Field.           
5. Select a field from the Do it Yourself or Ready Made tabs.

          Note:

• • Do It Yourself - these fields do not have a name. You need to name these fields in the pop-up window
  • Ready Made - these fields have a predefined name. You can change the name if you wish 

      6. Update fields in the pop-up window as follows:         

• • • Field Name, type a name for your custom field
    • Field Applies to, click the Person radio button to link to a person; click the Role radio button to link to a role
    • Click the Private Field toggle button to make the field Private so the field will not display on role cards. When enabled, the toggle button turns a teal colour.

Note: Private fields are only accessible by organization administrators and account owners. They will be hidden when shared with less privileged users.

• • • If you chose to accept the default, the field will be Public. To display Public custom fields on role cards, go to Themes > Fields to enable them.
    • Click Add Field. 

 The new custom field appears in your organization.   

Related articles:

• Edit custom fields.
• Delete custom fields.
• Working with custom fields.
• Create public and private custom fields.

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