Organimi's custom field options allow you to create any field you like.
This feature is particularly useful if you want to create different organizational charts that serve different purposes, such as project planning or onboarding.
You can also control privacy by deciding which custom fields should be displayed publicly e.g. job title, and which ones you would rather keep private e.g. salary.
Note:
- For privacy reasons, you must enable the custom field information you want to display on your chart.
- The Field tab shows all the fields in the organization including the pre-built standard fields and the custom fields.
- The users can change the field label for any field (standard or custom) by clicking on the field name.
Add a computed custom field
- To access custom fields, select an organization and click on the FIELDS tab.
- Click on Add New Field.
- In the Field Type, click on Computed.
- In the Field Label field, type the field name.
- Choose if the field applies to Person or Role.
- Choose if this field needs to be a Private field.
- Create computed fields from the fields listed (it would show all the standard fields and the custom fields that can be used in computed field)
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Click Add Field to save your changes.
The newly created field appears under your organization's Field tab.
This table explains custom field symbols that appear in the Create Custom field tab.
Symbol | Description |
You can attach a file, image, or multimedia to the field. | |
You can have a stand-alone checkbox which is a single option to turn on or off, or you can have several options to select from or check off. Each checkbox is independent of all other checkboxes in the series, so checking one box does not uncheck the others. |
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This is a numeric currency field that only accepts numbers and you can choose the type of currency. |
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This is a Date field with a pop-up calendar from which you select specific dates. |
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This is a numeric field that only accepts whole numbers. It does not accept values with decimals such as 3.2 |
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You can use this field to represent departments, field offices, branch offices, a person's exact work location or to showcase where in the world your remote workers are based. You can choose the field to be single location or multi locations. This can give employees an idea of when colleagues and teams in other parts of the world might be working. |
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This is a toggle button that allows you to change a setting between two states. E.g. You can enable or disable a setting with one click. |
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Use this field type to create a drop-down menu from which users can select a value. You can choose between single or multi picklist and block outside values, if needed. |
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This is a text field. You can type any amount of text in this field, there are no character restrictions. |
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Use this field to add a URL Link to your chart. You can also turn on Smart URLs. With Smart URLs, you can create links based on specific information like a person's email or their role. |
Related articles:
- Add custom fields.
- Edit custom fields.
- Delete custom fields.
- Create public and private custom fields.
Having trouble? Contact us at support@organimi.com
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