Those particular shapes are stored as different shapes within the shape stencil. The org chart import script then picks the shape according to the level of the staff member in the data field.

You are looking to import different data fields that don't already exist in those shapes. The import script is able to dynamically create and populate those unexpected fields. However that same import wizard isn't imbued with enough intelligence that allows you to configure the shape selected based on a different field as it is importing it.

What I would do is customise a shape so that the fields you are importing are already created in the shape data. Then you can modify that master shape so that the colour changes based on the setting in that field. As I said earlier, this isn't a simple task and you may find the learning curve challenging as you figure out how to modify the shape data so that data content changes the colours (without picking a different shape).

As a proof of concept, the attached Visio file (download it and change the file extension) shows a customised shape that changes colour or shows geometry based on three Shape Data fields. See what happens if you change the values in Key Person, Relationship Status or Base Colour. You can examine the shapesheet as well as the shapesheets of the sub-shapes to figure out how that is done.

A similar thing can then be applied to your shape.

PS. Note that you can upload a Visio file if you change the file extension or zip it.

Attached Files

DemonstrateOrgChartShapes.zip (38.6 KB, 19 views)

__________________
Andrew Lockton
Chrysalis Design, Melbourne Australia