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

To add a concatenate formula:

  1. With a document open, select the FILE tab | Data section | Fields button. The Field Editor is shown.
  2. Click on the Add button in the Formulas section.
  3. Select the CONCATENATE menu item
  4. Enter text and fields to concatenate
  5. Click OK
  6. Click on the Rename button and name your Formula (e.g. Full Name)
  7. Click OK (to add the formula to the document)

Examples:

  • [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)

Smart Concatenation:

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 ()'

Fallback Concatenation:

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

Creating Photo fields:

  • If creating a photo field make sure to set the Field Type to 'Image' (In the Field Editor, select a field and then select Field Type drop down).
  • If your chart was created from an imported data source make sure to set the Photo field (REFRESH | Refresh Org Chart section | Refresh Properties | Define Fields menu item). This ensures chart templates will correctly reference the correct photo field (created using a CONCATENATE formula).