OrgChart Now Help Guide

Concatenate Example

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

The CONCATENATE formula allows administrators to merge fields and text strings together to create new fields.

Creating a CONCATENATE Formula

  1. Download the Sample Data.

  2. Create a Master Chart in Viewer using the Sample Data.

  3. Select More > Chart Settings.

  4. Select Fields & Formulas from the Settings dropdown menu.

  5. Click the + f(x) button to create a new field.

    2020-10-22_15-49-07.png
  6. Name the new field Full Name, then click the + button to add an operation.

    2020-10-22_15-49-42.png
  7. Select Concatenate from the menu.

    2020-10-22_15-50-12.png
  8. Use the Type dropdown to select Field Lookup, and select First Name. Then click the Add Value button.

    2020-10-22_15-50-35.png
  9. Set the Type dropdown to Text, and put a single space in the Value section. Then click the Add Value button again.

    2020-10-22_15-50-58.png
  10. Set the next Type dropdown to Field Lookup, and then select Last Name. The Configuration should look like the image below. Click Save.

    2020-10-22_15-51-23.png
  11. On the Fields & Formulas page, click Save and then Refresh. The Full Name field can now be placed in the Profile icon, added to a box style, or re-mapped to be the default Name field.