Connection Field Customization
The connection fields let you visually map different types of employee relationships - like direct, advisory, or cross-functional - using solid, dashed, or dotted lines.
Purpose and Usage
Connection fields let you define the type of relationship between two employees and control how that connection is represented visually in the chart
Available Line Styles
You can choose among three styles to indicate different reporting dynamics:
1. Solid line for direct reporting relationships (e.g., manager to direct report)
2. Dashed line for temporary or advisory roles
3. Dotted line for secondary or cross-functional reporting
Custom Appearance
When you create a connection field, you're prompted to name the field (e.g. “Project Lead” or “Advisory”), select a line color, and choose whether it should show on the org chart (via a checkbox)
Visibility and Shareability
By default, connection field data is included in shareable links, ensuring that viewers can see these relationships unless visibility is manually disabled
Profile Configuration
Once defined, connection fields can be assigned per employee in their profile – under the “Connections” tab – and can be edited or removed as needed to keep the org chart up to date
