SharePoint Experts Blog

Archive for 2015

How to display Skype for Business (Lync) presence in SharePoint Org Chart

We received many requests about displaying presence indicators in Org Chart and decided to prepare some snippet to help you with this.

I prepared snippet for tooltip template which allows to display presence inside tooltip. It looks like this for my account:



You can customize HTML templates for boxes, tooltips and search results. See the documentation for more information.

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Posted in: Org Chart

Using multiple lists in Dashboard Designer

Good day!

Today I’d like to introduce you to a way you can use Dashboard Designer with multiple lists that can be located within the current site or on various sites in the current site collection. To illustrate this feature I will use two similar use cases.

Let’s say, you have multiple projects running in your company, each project has a separate site, all located under one site collection. The root site of the site collection contains a list of Projects with their relative URLs. Each project has a task list that contains all tasks assigned to every employee for that project. What we’ll do is get the project list, iterate over the projects, get the data located in the task lists in each of the projects and do some graphical presentation with this data.

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Posted in: Dashboard Designer

Org Chart tip: How to hide assistant from subordinates

Update: Org Chart does everything automatically for you since version 2.2.28. It checks if there is already assistant box in the structure and hides subordinate box.

We have separate fields to store information about manager and assistant in user profiles or SharePoint list data sources. So, it is possible that assistant of specific employee has the same employee as a manager. This brings us to duplicated boxes in the org chart. As you see below, Derek Clark is an assistant of David Navarro and at the same time David Navarro is a manager for Derek Clark.


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Posted in: Org Chart

Org Chart tip: Improve performance with user profiles caching

Note: This article is actual for Org Chart version 2.2.11 – 2.2.24. Version 2.2.26 is switched to client side caching.

Version 2.2.11 and higher for SharePoint On-Premises provides ability to cache user profiles using server side API. Thus, you can write simple warmup PowerShell script for Org Chart. The API provides two methods:

  1. Plumsail.OrgChart.Caching.CacheManager.InitUserProfilesCache(string webUrl) – initializes cache for User Profiles data source.
  2. Plumsail.OrgChart.Caching.CacheManager.ClearUserProfilesCache(string webUrl) – clears cache for User Profiles data source.

Thus you can initialize or clear user profiles cache for Org Chart. Response time of Org Chart ususally is good, but if you deal with large structures or want to make response time even better you can utilize this approach. It works for User Profiles data source only.

I created two PowerShell scripts for you:

  1. InitUserProfilesCache.ps1
  2. ClearUserProfilesCache.ps1

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Posted in: Products

Org Chart tip: How to drill down to current user by default

In this tip I want to cover such case as drilling down to current user by default on Org Chart load. We see such questions frequently and decided to cover it in our blog.

Org Chart supports two data sources: User Profiles and SharePoint list. I will show how to implement drill down to current user for both.

Drill down to current user on Org Chart load for User Profiles

If you have SharePoint Online (Office 365) or recent version of SharePoint 2013 it is quite simple to implement such drill down for User Profiles data source using JavaScript framework. Just open the configuration wizard and paste the code below to JavaScript editor on “Custom JavaScript” step.

var isInitialLoad = true;

   isInitialLoad = false; 

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Posted in: Org Chart

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