Applicable Product:

• OrgPublisher

Applicable Release:

• V21 and later

Summary:

Chart administrators may find the need to create a custom field with formulas to display specific data within their chart boxes regarding certain data for employees within their organization.

Here is an example of how to create your own custom field that will use a formula that will pull the information from the "Person ID" and place it into your custom field.

1. Open OrgPublisher Administration and go to the chart you want to add the custom field to.
2. Go to the Fields tab, then click on the "Add" icon.

3. Give your Custom Field a name, you can choose any name you would like, however it must be unique.

In the example below we used "PersonID":

a. Name = PersonID:
b. Type = Text
c. Assign to Section = Person
d. Then, the "Assign to Position"  field should be all position types you want to see this field.
e. Then click on the "SAVE" button.

4. Once saved, you will have to go back into your custom field again.
5. Go to the "Formula" tab.
6. In the "Formula" section, cut and paste the following: return = "$Person ID:$"

Note: The formula is simply pulling in the information from the original field "Person ID:" and returning it to your custom field "PersonID:")

7. Then click on the "SAVE" button.

8. Once complete go back to your ‘Fields’ tab and verify:

9. You will now be able to add your custom field to the "Search" view, or the "Profile" view, and add it as a field within your box format.

10. To Add the custom field to the Search feature, open your chart and go to the "Views" page.
11. Pick the view you want to add the field to.
12. Then just click on the field and click on the button that places it in the "Assigned" section.

13. Add to the Profile view, go to the Profile tab, and click on the ‘+’ sign to add the field to your Preview.

14. To display the custom field in your box in the chart, go to the Format and Visibility tab.
15. Locate the field in the "Available Box items" and click on the ‘+’ sign.

Example Chart Layout:

Keywords: Custom Field, Field Formula, Chart Administration, Custom Field Data

Created: Larryl Shaw