Adding a field to Boxes

Contents

The Org Chart has its own database. Any fields showing in a box are taken from the database. The name of the program’s database is the Chart Data Set.

In this chart box, Name and Title are showing.

Adding Fields: Define Layout

If you inspect the box’s properties, you will see (1) the chosen fields for display and (2) the available fields for display.

If you wanted to have a field for Location showing on each box in your chart, you would first need to make sure it is available in the list of fields available for display. Upon examination it is apparent that there is no field for Location. This means we will need to add the Location field to the program’s database, the Chart Data Set.

To add a field to the Chart Data Set, go to the Data tab and click on Chart Data Set.

Adding Fields: Chart data set

Click on (2) “New” and a new line (3) with ‘Unnamed’ appears, which you then double-click and change to Location. The Field Type dropdown should read Text. Then (4) click OK.

Because you added a new field it can be shown in different data views. This step is not essential to the exercise here. You can select all checkboxes and press OK.

Now if you inspect the Properties of a box in the chart you will see that the new Location field is in the available fields list and can be dragged into the box preview.

Adding Fields: Define layout

Once the field is added you can the Right-click on the chart box that to which you would like to add the field and go to its Properties. Once you can see the Properties dialog, if you scroll all the way down on the left-hand side you will see your Location field at the bottom.

Drag the Location field to the box preview area.

If you would like to emphasize Location as a separate field you can click on the Title field and add a bottom line.

Adding Fields: Identify field

To fill out the Location information go into the Edit Data tab within the Properties dialog. Find the Location field at the bottom and type Canada the Data column.