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Hi Lucid chart comunity


I am making an org chart from scratch as i havent done a csv file to import yet. The default options of the design icon only allow me to select default fields to appear in each employee (employee id name supervisor id role etc.) I want to add custom fields to appear like gender base salary variable salary and total salary how can i add these custom new fields so that i can turn the on and off and include that data in every employee box? Or is there a template from the org chart options that includes org charts with salary information? 


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Thanks for your question! To add custom fields to all employees in your org chart simply double click on any employee in your org chart to enter org chart editing mode. Note that if you click on your org chart again you then will be editing a specific employee and your changes will affect only that selected one. After entering org chart editing mode choose the Layout tab from the right panel and locate Employee Fields. There you can click on the + in the upper right corner to create a new custom field. 



From there name your custom field accordingly. I recommend opening the More Options menu and choosing the "Show Label" option so that it appears on each employee tile.



Finally check the box next to your newly-created custom field to apply it to all employee shapes! You can repeat this process for as many custom fields as you need. 



From here you can then manually enter these values for each employee as needed. Please take a look at our Org Charts article from the Lucidchart Help Center for additional information on customizing your org chart and post any additional questions below!


 

Hi there - can you do this on a Mac as I don’t see the + option to add a custom field? Thanks!


Hi ​@Stone0383, this should be available on all browsers! Are you trying to do this in a Org Chart document that you created? Would you mind sharing a screenshot of what you see when trying to add a custom field? This will help us better understand what you are seeing :) 

Feel free to censor any private/sensitive information since this is a public forum. Thanks! 


Hi Leanne - here you go, you’ll see the + sign isn’t appearing next to employee fields. Have tried on different screens and browsers and it isn’t appearing there. 


Hi ​@Stone0383, thank you for sharing the screenshot! It looks like you’ve selected one of the employee shapes in your org chart (see how the right panel says Org Chart > Employee). 

The option to add custom fields is only available at the Org Chart level, which is why you can’t see the + sign in your screenshot. 

To get the + sign to appear, simply click on ‘Org Chart’ on the top of your contextual panel (next to Employee) OR select the frame that surrounds your Org Chart on the canvas. 

 

I hope this helps. Please let me know if the option still doesn’t appear even after trying these steps and I’ll be happy to take a closer look! 


Hi there - this works, thanks for helping solve the issue!


Glad to hear that worked ​,@Stone0383! Feel free to let us know if you have any questions or topics you’d like to discuss - we are here to help :)


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