Getting started

• Installation
• License activation
• Quick configuration

Configuration wizard

• Open configuration wizard
• Data source
  • SharePoint list
  • Entra ID
  • User profiles
  • Excel / CSV
• Views and filtration
• Design
• Templates
• Custom code
• General
• Reset configuration

HTML templates

• HTML templates

JavaScript framework

• Introduction
• Events
• Methods
• Configuration

Additional resources

• Video: Introducing Plumsail Org Chart
• Data caching
• How Org Chart pulls data from AD On-Premises
• Exclude disabled users in On-Premises
• Make sure that SharePoint has enough data
• Configuring profiles sync in On-Premises
• 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 (SharePoint list)
• Display dotted-line managers (Entra ID)
• Display dotted-line managers (User Profiles)
• Display dotted-line managers (Excel/CSV)
• Display assistants (SharePoint list)
• Display assistants (Entra ID)
• Display assistants (User Profiles)
• Display assistants (Excel/CSV)
• Display vacancies

Filter and order boxes

• Create and manage filtered views
• Order 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 skin
• 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

• Use advanced Org Chart navigation
• Use tenant properties to disable Org Chart features
• Include and use fields from an additional list
• Support of search in a list with more than 5000 items
• Org Chart based on a list data source for anonymous users

Documentation › Data source › SharePoint list

SharePoint list

Configure data source

If you choose SharePoint list as a data source, it will be configured to create a new list with demo data by default. You only need to fill the List name.

If you want to use an existing SharePoint list, you can choose it from combo box. Then you will have to specify mapping for list fields required for building correct hierarchy. The interface for mapping looks like this.

Mapping defines the connection between Org Chart field and List field. Data from the corresponding list field will be used by the Org Chart, for example you can specify mapping between Employee ID and list item ID.

Employee ID, Manager ID and Employee name mappings are required, you can leave other mappings empty. Once you configured it, you can go through the wizard and click the finish button.

Employee ID and Manager ID are used to build hierarchy. Employee name is used as display text for entities in the Org Chart. For example you will see “Employee name” in the breadcrumb.

Description of mappings

Name	Description
Employee ID	This is unique ID of an employee. It can be list item ID, user login or any other unique identifier of the person.
Manager ID	This is unique ID of an employee manager. For example it could be ID of manager or login of manager. We need it to build a well-structured tree.
Employee name	The name is displayed in the breadcrumbs of the Org Chart.
Assistant ID	This mapping defines where information about assistant is stored for current item. This is optional mapping. Please read this instruction to learn how to configure assistants.
Dotted manager ID	This is unique ID of dotted-line manager. For example, it could be ID of manager or login of manager. Type of this field should be the same as type of Manager ID. Please read this instruction to learn how to configure dotted-line managers.

Search only in indexed list columns

SharePoint has a standard restriction on SharePoint list item queries in 5000 items. To be able to use search in such list you need to index the columns on the list level and also enable option Search only in indexed list columns in the Advanced data source settings. You can find more information about it here.

Enable vacancies

In the Advanced data source settings, you can enable displaying vacancies. They are stored in a separate SharePoint list. The list will be created automatically at specified Vacancies list URL.

Note

Go to the next available data source Entra ID.