Getting started

• Installation
• Update
• License activation
• Quick configuration
• Box options

Configuration wizard

• Open configuration wizard
• Data source
  • SharePoint list
  • Entra ID
  • User profiles
  • Excel / CSV
• Views
• Templates
• Conditional styles
• Vacancies
• Custom code
• General

HTML templates

• HTML templates

JavaScript framework

• Introduction
• Events
• Methods
• Configuration

Additional resources

• Video: Introducing Plumsail Org Chart
• Data caching
• SharePoint Server 2019/SE (On-Premises) resources
• Make sure that SharePoint has enough data
• Exporting properties to a directory service

General

• Version history
• Licensing details
• Data protection and security
• Custom code security measures
• Billing and subscription management

Printing & Reports

• Printing organizational structure
• Generate multi-page PDF report
• Export to CSV and analyze in Excel
• Custom styles for printed Org Chart

Microsoft Teams

• Add Org Chart in Microsoft Teams tab

Display different types of employees

• Display dotted-line managers
• Display assistants
• Display vacancies

Filter and order boxes

• Create and manage filtered views
• Order employees boxes using a custom field
• Group employees boxes using a custom field

Customize boxes and styles

• Format boxes conditionally
• Customize box HTML template and CSS styles
• Display awards and conditionally format Org Chart
• Create an Org Chart with two root managers
• Change Org Chart theme
• Localize Org Chart

Show specific user on load

• Drill down to specific box using URL parameter
• Drill down to current user by default
• Drill down to manager of user from URL by default

Manage web part size and scale

• Open Org Chart in full-screen mode on load
• Make Org Chart use full page width
• Automatically scale boxes to fit visible area

Other examples

• How to customize Org Chart
• How to use advanced Org Chart navigation
• Use tenant properties to disable Org Chart features
• Include and use fields from additional list in Org Chart
• Support of search in a list with more than 5000 items for Org Chart
• Show Org Chart based on a list data source for anonymous users
• How to check if a user has Tenant Administrator permissions

Documentation › Data source

Data source

On this step you can configure a data source of the organizational chart. There are four available sources: a SharePoint list, Entra ID, user profiles, and an Excel / CSV file. Check the articles below for more information about each of them.

Vacancies are stored separately from your employee data. Configure them in the Vacancies step.

As an administrator, you can also restrict the data sources available by configuring a tenant property.

Available data sources

• SharePoint list
• Entra ID
• User profiles
• Excel / CSV

Note

Go to the next step of the configuration wizard – Views and filtration.