OrgChart Now Help Guide

Chart Settings: Mapping

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

The mapping panel allows an administrator to identify required and optional fields. Most of time mapping is automatic; however, there are cases where you need to help OrgChart by identifying fields (e.g. the ‘Title’ field maps to a data source field called ‘Job Description’).

Accessing Mapping

Select More > Chart Settings and then select the Mapping option.

Mapping Settings

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Required

OrgChart requires the following fields in order to build an org chart from source data.

Person ID

This is a unique identifier for each record in your data set (usually employeeID or Position ID).

Supervisor ID

This is the same unique identifier for a record’s parent record. The Person ID and Supervisor ID fields are used to build the hierarchy for your org chart.

Name

Employee Name. We recommend you include a ‘Name’ field in your source data that is formatted as you would like it displayed in your org charts (e.g. Last Name, First Name).

Title

Employee Title.

Optional

These fields are not required for a chart to work, but add utility to a chart.

First name

Enables better searching by name.

Preferred First

Enables better searching by name (for example, preferred name of ‘Bill’ and first name of ‘William’).

Last name

Enables better searching by name.

Preferred Last

Rarely used; however, some HR systems support both Last Name and Preferred Name fields.

Location

Set the field that maps to Location. Allows for greater use of predefined chart templates.

Division

Set the field that maps to Division. Allows for greater use of predefined chart templates.

Alternate Title

Set the field that maps to Alternate Title. Alternate title is displayed if primary title is blank. Often an HR system will provide a ‘Job Title’ and ‘Position Title’ fields. The ‘Position Title’ is typically more specific than the ‘Job Title.’

Setup Options

Set the field mapping prior to loading data. This option is useful with certain connectors where defining mapping is required prior to loading data OrgChart.

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Clear all mappings.

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Load mapping from source data. OrgChart will attempt to automatically map fields for you; however, you may need to manually set some mapping if OrgChart cannot determine (or incorrectly guesses at) a mapping. Before attempting to use this option make sure your source data connections are configured in Chart Settings: Source.

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Manually Edit field map, setting the field mapping if it is not yet present in your data.

Link

Fields can be linked to actions within an end user’s browser. Use the following tools to define a links:

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Define a link.

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Hover over field to remove a link.

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Hover over field to map link to a field.

Link Types

The following link types are supported:

Phone

Initiate a phone call when user clicks on field (requires a phone application to be set in user’s web browser configuration).

Skype

Initiate a Skype call when user clicks on field.

Hyperlink

Open a new browser window when user clicks on field. Reference Hyperlinks Example.

Email Address

Open user’s default email client when user clicks on field. Email will be addressed to addressee defined by field contents.