Designing your organization
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      How to add and manage custom properties to your organizational chart

      Any data can now be added to your organizational chart using custom properties.

       

      Contents:

       

       

      Add custom properties directly to your org chart

       

      In this section:

      1. Create a custom property
      2. Populate a custom field on your org chart

       

      1. Create a custom property using the org chart

       

      Steps:

      1. Click the "properties" menu near the top right of your canvas
      2. Select "+ Add property"
      3. Click "Custom text property" on the dropdown
      4. Type in the name of your custom property and hit enter or return

       

       

      2. Populate a custom field on your org chart

      1. Click on the "properties" menu and ensure that your custom property is enabled
      2. Click the available field on any position
      3. Type in a value
      4. Hit enter or return

       

       

       

       

       

      Add custom properties using the people & positions table

       

       

      In this section:

      1. Add a property to the people & positions table
      2. Populate a property on the people & positions table

       

       

      Add a property to the people & positions table

      1. Click "view" and select "people & positions"
      2. Click the "+" icon on the right of the table
      3. OR Click the "properties" menu
      4. Select "+ Add a property"

       

       

       

      Populate a property on the people & positions table

      1. Click on the "properties" menu and ensure that your custom property is enabled
      2. Click the available field 
      3. Type in a value
      4. Hit enter or return

       

       

       

       

       

      Bulk import and populate custom properties to your org chart

       

      In this section:

       

      Import to a new scenario

      1. Prepare your spreadsheet and include your custom properties

      2. Click "import" or "Create a new scenario"

      3. Select "CSV" from the list of options

      4. Upload file

       

       

      5. Ensure the mapping of existing Functionly fields is correct

      6. Map custom fields by clicking "include as custom field" or using the dropdown on the modal

       

       

      7. Scroll to the bottom of the "match" page and click next

      8. Check for any errors and resolve if necessary

      9. Click "next", "yes", "ok" to finish the import

       

       

       

      10. Click "properties" menu and toggle your properties to the "on" position

       

       

      Import to an existing scenario

      1.a. Export a CSV of your existing scenario if necessary and your custom properties

      OR

      1.b. Update an existing scenario by adding your custom properties and values

      2. Open the scenario you would like to update

      3. Click "import people" in the left-hand menu or above the top position

      4. Select "CSV" from the list of import options

      5. Choose "update"

      6. Click "upload file"

       

       

      7. Ensure existing fields are mapped correctly

      8. Click "ignore this column" for "manager"

      The import process uses managers to establish reporting linesm and while selecting "update" rather than "rebuild all" means the reporting lines won't be altered, it can sometimes remove groups when managers are mapped on this step.

       

       

      9. Map custom fields by clicking "include as custom field" or using the dropdown on the modal

       

       

      10. Scroll to the bottom of the "match" page and click next

      11. Check for any errors and resolve if necessary

      12. Click "next", "yes", "ok"

       

       

      13. Click "properties" menu and toggle your properties to the "on" position