OrgChart User Guide

The concatenate formula allows you merge fields and text strings together to create new fields.

To create a CONCATENATE formula:

1. With a chart open, select the DOCUMENT RIBBON
2. Click on the Fields button
3. Click on Add formula button
4. Select the CONCATENATE menu item
5. Enter text and fields to concatenate
6. Click OK
7. Rename the formula (e.g. Full Name)
8. Click OK to complete the rename function
9. Click OK (green button at the top)

Below are some examples of how the CONCATENATE function can be used:

• [First Name] [Last Name] - This will merge the fields [First Name] and [Last Name] into a single 'name' field - 'Kevin Smith'
• [Last Name], [First Name] - This will merge the fields [Last Name] and [First Name] into a single 'name' field - 'Smith, Kevin'
• [Last Name], [First Name] ([Preferred Name]) - This will merge the fields [Last Name] and [First Name] and [Preferred Name] into a single 'name' field - 'Smith, William (Bill)'
• http://www.mycompany.com/photos/[EmployeeID].jpg - This will create a URL reference to a photo (stored on your company's server)
• Photos:[EmployeeID].jpg - This will create a reference to a photo (stored in the Photos folder in your account)

When concatenating fields and text, OrgChart Now attempts to remove unwanted separators.

• Example: [Last Name], [First Name] - If Last Name is blank than the separating comma will not be included in result - 'Kevin' will be shown instead of ', Kevin'
• Example: [Last Name], [First Name] ([Preferred Name]) - If preferred name is blank, the resulting string will be 'Smith, William' instead of 'Smith, William ()'

When concatenating fields and text, you can specify a fallback fields if fields are blanks using the '|' separator.

For example, [Preferred Name|First Name] [Last Name] will use the First Name field if Preferred Name is blank.

• Preferred Name = Bill, First Name = William, Last Name = Smith —> Bill Smith
• Preferred Name = <Blank>, First Name = William, Last Name = Smith —> William Smith

The CONCATENATE function is often used to create references to employee photos. Make sure to set the Field Type to 'Image' (See the Field Type topic for more details).

Also, if you chart is created from External Data make sure to specify the 'Photo' field so that you can take advantage of all the predefined box styles and chart templates. See Refresh Properties topic for more details on how set the 'Photo' reference (in the Define Fields panel).