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
• 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.

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.