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Edit what fields appear on an org chart employee shape

Written by:  Morgan T
Last updated:  

You can manage the fields for all employees universally and manage the fields of an individual shape. 

Plan availability: Free, Individual, Team, and Enterprise.
  • Available on FedRAMP accounts.
    • If you are a FedRAMP user, you can import from Excel or CSV. However, importing from Google Sheets and BambooHR is not available. 
  • Read the Lucid Plans article for more information about what is available on your account or the Upgrade your Lucid account article for instructions to upgrade.

Manage employee fields universally

  1. Hover your cursor over the org chart and select the dotted outline.
  2. Clickright-panel-icon.pngthe right panel icon in the upper-right corner of the workspace.
  3. Click the Employee fields dropdown.
    how-to-manage-employee-fields-in-an-org-chart.png

From here, you can:

  • Add or remove a field by checking or unchecking the relevant box.
  • Rename a field by clicking the title and typing a new one.
  • Apply a field to all shapes by hovering your cursor over the field and clicking  globe-icon-in-lucidchart.png the globe icon.
  • Arrange the order of fields by clicking and draggingorgthe handles to the left of the field name.
  • Delete a field, show/hide label, or hide empty field by selecting org the More Options menu on a field.

You can also manage the fields of an individual shape by selecting the employee shape and following the steps above. Some options like adding a new field or applying values to all employees require selecting the entire org chart (indicated by the dotted outline). 

For full instructions to manage employee fields in the classic Lucidchart editor, expand the dropdown below.

Click here for classic Lucidchart editor steps
  1. Hover your cursor over the org chart and select the dotted outline.
  2. In the org chart Context panel to the right, select the Layout tab.
  3. Click to expand the Employee Fields menu.
    how-to-manage-employee-fields-in-an-org-chart.png

From here, you can:

  • Add or remove a field by checking or unchecking the relevant box.
  • Rename a field by clicking the title and typing a new one.
  • Apply a field to all shapes by hovering your cursor over the field and clicking  globe-icon-in-lucidchart.png the globe icon.
  • Arrange the order of fields by clicking and draggingorgthe handles to the left of the field name.
  • Delete a field, show/hide label, or hide empty field by selecting org the More Options menu on a field.

You can also manage the fields of an individual shape by selecting the employee shape and following the steps above. Some options (such as applying a change universally) will not be available.

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