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      How to add and manage custom properties to your organizational chart

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

       

      Contents:

      1. Add custom properties and understand property types
      2. Manage properties on the organizational chart
      3. Manage properties on the people & positions view

       

      ⚠️ Custom properties can be seen by all users and anyone with access to a share link. Click here to learn how to mark a custom property as "sensitive" to hide it from most users.

       

       

       

      1. Add custom properties and understand property types

        1. Understand the different property types
        2. Bulk import properties using a CSV
        3. Add properties using the organizational chart
        4. Add properties using the people & positions table



       

      1.a. Understand the different property types

      When you manually add a custom property using the organizational chart or people and positions view, you will have the option to add either "text" or "single-select" properties.

       

      Text fields

      Text fields are exactly as they sound: free text fields where you can type a value into the field. If you only need to add a few fields, or you have a lot of different values to add (and are very patient) then you can add text fields manually. Text fields can be identified by the "T" next to the name.

       

      Single-select fields

      Single-select fields allow you to create a tab for each value you add so that the next time you apply it to a position, you can just click to select the existing value. Single-select properties can be identified by the chevron next to the name.

       

      💡 Custom properties must be populated to be visible on the org chart. If one position has a populated field and another doesn't, then one will show and another won't.

       

      1.b. Bulk import properties using a CSV 

      Read our walkthrough guide on how to import a CSV including custom properties

       

       

       

      1.c. Add properties using the organizational chart

      You can create properties using a scenario's org chart view and populate them individually using the right-hand menu.

      1. Click the view settings menu near the top of the org canvas
      2. Hover over properties
      3. Click "Add a property"
      4. Select "Text" or "Single-select"
      5. Click on any position on the chart to make the right-hand menu appear
      6. Click into the custom property's field
      7. Type in a value and hit enter

       

      💡 You can also add the properties for the chart using the right-hand menu that's loaded whenever you click on the position.

       

       

      1.d. Add properties using the People & positions table

      1. Open the People & positions view
      2. Click the "Properties" button near the top left of the page
      3. Hover over "Add a property" or click the + icon in the top right of the table
      4. Select "Text" or "Single-select"
      5. Click in the corresponding field in line with any position
      6. Type in a value
      7. Hit enter

       

       

       

      2. Custom properties settings on the organizational chart

       

      In this section:

        1. Restrict access to sensitive properties
        2. Show and hide fields on the chart
        3. Edit the name of a field
        4. Edit the contents of a field

       

      2.a. Restrict access to sensitive properties (Advanced plan feature)

      Where you have custom properties and are worried about who sees the content, you can make them "Sensitive properties" and allow only scenario "Owners" and "Sensitive data editors" access to them.

      Sensitive properties also won't appear in any shareable links.

       

      Steps using the right-hand menu:

      1. Click the ellipsis (three dots) on any position
      2. Select "view" to make the right-hand menu appear
      3. Scroll down on the right-hand menu to locate the field
      4. Click the ellipsis to the right of the field
      5. Select "Mark as sensitive"

       

      Steps using the view settings menu:

      1. Click the "View settings" menu near the top of the org canvas
      2. Hover over "Properties"
      3. Click on the custom field
      4. Select "Mark as sensitive" 

      ⚠️ Please note that sensitive fields visible on the org chart when exporting WILL appear in that export. ⚠️

       

      We strongly advise:

      1. Removing sensitive fields from view before exporting
      2. Always check exports before sharing them
      3. If you export compensation or sensitive fields to CSV, you can password-protect the file by saving it in .xls format

       

      2.b. Show and hide fields

      For fields that don't need to be visible at all times, you can hide them from view and reveal them when needed.

       

      Steps using the right-hand menu:

      1. Click the ellipsis (three dots) on any position
      2. Select "view" to make the right-hand menu appear
      3. Scroll down on the right-hand menu to locate the field
      4. Click the ellipsis to the right of the field

      5. Select "show" or "hide"

       

      Steps using the view settings menu:

      1. Click the "View settings" menu near the top of the org canvas
      2. Hover over "Properties"
      3. Click on the custom field
      4. Toggle the field on or off

       

       

      2.c. Edit the name of a field

       

      Steps using the right-hand menu:

      1. Click the ellipsis (three dots) on any position
      2. Select "view" to make the right-hand menu appear
      3. Scroll down on the right-hand menu to locate the field
      4. Click on the name of the field
      5. Type in the new name and hit enter or return

       

      Steps using the view settings menu:

      1. Click the "View settings" menu near the top of the org canvas
      2. Hover over "Properties"
      3. Click on the custom field
      4. Click on the name of the field using the pop up menu that appears
      5. Type in the new name and hit enter or return

       

      2.d. Edit the content of a field

      💡 If a field is visible on a position, you can edit it by double-clicking on the content.

       

      1. Click the ellipsis (three dots) on any position
      2. Select "view" to make the right-hand menu appear
      3. Scroll down on the right-hand menu to locate the field
      4. Click the content of the field
      5. Type in the new name and hit enter or return

      Functionly_change_field

       

       

       

      3. Custom properties settings on the People & positions view

       

      In this section:

        1. Edit a field
        2. Restrict access to sensitive properties

       

      3.a. Edit a field

      1. Click the "Properties" tab near the top of the page
      2. Toggle the custom property "on"
      3. Click the field on the table
      4. Type to populate with content
      5. Hit enter or return

       

      3.b. Restrict access to sensitive properties

      1. Click the name of the field at the top of the column
      2. Select "Mark as sensitive"

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