Make Structure Charts more informative by adding picklist-value Custom Fields as categories in the Chart Legend. You can even assign colors to field values, making it easier to spot key entity details at a glance. This update helps teams quickly interpret critical information to support smarter decisions and smoother workflows.
Available plans: All customers with the Custom Fields add-on can access this feature. If you require additional Custom Fields, please contact your CSM to make a request.
To select Custom Fields for the legend in Structure Charts, follow these steps:
- Navigate to the Entity and click on the Structure Charts section
- Click on the Show Legend button on the left side of the screen
- In the legend, unselect one of the existing Categories by clicking the X icon on the right side to remove it from the legend. This will allow you to add a new category.
- Click on + Add Category, select Custom Fields from the dropdown and choose the applicable field. For this example, we will use a custom field called "Fund Name".
- Click on + Add [Custom Field Name] under the new Custom Field Category created to select the desired field, then click on the three-dot icon to set a Shape or Box Color.
- If you wish to display another field, repeat the step 5 above
- Once you have made your selections, click on the Save button at the bottom right of the legend to save the configurations as a new legend.
- Enter the new Legend Name and click the Add blue button. A new Legend will be saved.
Video Instructions: