Getting started

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

Configuration wizard

• Open configuration wizard
• Data source
• 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
  • Installation for SharePoint 2019 / SE
  • Quick configuration
  • How to add Org Chart to Microsoft Teams tabs
  • Generate organization structure report
  • Layout
  • Filtration
  • JavaScript custom code
  • General settings
  • Display assistants
  • Display dotted-line managers for Org Chart
  • Display vacancies
  • Customize box HTML template and CSS styles
  • HTML templating syntax
  • Change Org Chart skin
  • Create org chart with two root managers
  • Order employees boxes using custom field
  • How Org Chart pulls data from AD On-Premises
  • Drill down to current user by default
  • Drill down to specific box using URL parameter
  • Include and use fields from additional list
  • Use advanced Org Chart navigation
  • How to open Org Chart in full-screen mode on load
  • Support of search in a list with more than 5000 items
  • Exclude disabled users in On-Premises
  • Configuring profiles sync in On-Premises
• 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 › SharePoint Server 2019/SE (On-Premises) resources › General settings (SharePoint Server 2019/SE)

General settings (SharePoint Server 2019/SE)

This step of the configuration wizard allows you to:

This is how it looks:

Choose predefined skin

To change the skin of the Organization Chart choose it from combo box. There are two skins adopted for mobile devices BlackMetroTouch and MetroTouch, they have large expand buttons to simplify touch navigation, all skins support dragging of the visible area with touch.

List of available skins:

• Modern

• Forest

• Office

• Sunset

• Black

• Glow

• Office Black

• Vista

• BlackMetroTouch

• Hay

• Office Blue

• Web 2.0

• Light Gray

• Metro

• Outlook

• Web Blue

• Silver

• MetroTouch

• Simple

• Windows 7

• Silk

Set number of visible tree levels

You can also control a number of levels visible by default. Use input Number of visible tree levels to change it. You may expand all hierarchy tree by default, just set a value large enough in the input, for example 1000.

Note

this can affect performance of Org Chart on large structures.

Enable / disable zoom

You can use mouse wheel to zoom in and zoom out in the Org Chart web part. To disable/enable this functionality use Enable zoom checkbook.

Display employee level number

Also, you can display the level number in your hierarchy tree for each user by checking Display level number.

Display number of solid line reports

You can enable the feature for displaying the number of solid line reports for all users in your structure by checking Display number of solid line reports.

Configure vacancies

Note

If vacancies don’t appear in your web part try to clear cache. Also, vacancies are not supported in SharePoint 2010 version.

Vacancies are stored in a separate SharePoint list. A list will be created automatically at specified Vacancies list URL. Once you enabled vacancies Manage vacancies menu item will appear:

This menu item redirects a user to vacancies list. To create new vacancies, create new list item and specify Manager. It can be account name for User Profiles data source and list item ID for SharePoint list data source:

Note

Go to the next step of the configuration wizard – Box template.