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OrgChart Help Guide

Mapping

Audience

Audience: Administrators

Overview

Field mapping lets OrgChart know how to interpret your data.

For Chart Documents created using a parent Master Chart, field mapping is controlled at the Master Chart level. Administrators can alter this mapping in the Chart Settings: Mapping panel for the parent Master Chart.

Administrators can only modify the field mapping in the Document Settings: Mapping panel, if the current Chart Document originates from Workbench (i.e. Does not have a parent Master Chart, and was created using legacy import).

Accessing Mapping
  1. Create a Chart Document, or open an existing on in Workbench.

  2. Click on the 5_2_1_BlueGear_nofill.png icon in the Workbench toolbar. The Document Settings: Changes panel is displayed by default.

    Launch_Document_Settings_Menu.png
  3. Click on the Mapping tab in the left side menu.

    DS_Mapping_Arrow.png