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OrgChart Help Guide

Editable Fields

Audience

Audience: Administrators & Read/Write Users Edition: Enterprise

Overview

A Plan Owner can control which fields are editable within a given plan. This provides better data quality within a planning exercise (e.g. all fields can be displayed but only some can be modified). Reference the Updating Plans topic for more information on how team member can update field values within a plan.

Important

If you are using custom metrics, ensure that you add each field used to create the custom metric as an additional Editable Field.

Accessing the Editable Fields Dialog

Plan Owners and Administrators can add and remove the editable fields within an existing plan.

  1. Open the Plan Explorer.

  2. Mouse over a plan, and then click on the 5_2_ThreeDotMenu_Round.png icon, and then select the Editable Fields option. The Editable Fields Dialog is displayed.

    5_2_EditableFields.png
Adding Additional Editable Fields

  1. Click on the 5_2_Pencil.png icon.

  2. Click on the 5_2_Plus_zoomed.png icon.

  3. Select a Field from the dropdown menu

  4. Add additional fields by repeating steps 2 and 3.

  5. Click Save.

Removing Editable Fields

  1. Click on the 5_2_Pencil.png icon.

  2. Click on the 5_2_Delete.png icon associated with the field you wish to remove.

  3. Click Save.

Reordering Editable Fields

  1. If you have just added additional Editable Fields, click on the 5_2_Pencil.png icon before reordering fields.

    Note

    Fields names will appear in a blue bar, indicating that they can be reordered.

  2. Click on the field you would like to reorder.

  3. Use the the 5_2_MoveUp.png and 5_2_MoveDown.png arrows to move the select field up or down within the list.

  4. Click Save.