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Views

Customize the Org Chart view by selecting a starting employee or by conditionally hiding employees. Create additional views for departments or teams as needed.

Preview of the Views tab in the Org Chart configuration wizard

Add views

By default, you’ll see an org chart with auto-assigned starting employee.

You can create additional views for departments or teams by clicking the + Add view button in the Views tab of the configuration wizard.

Add a new Org Chart view in the configuration wizard

The following settings are available for each view:

Org Chart view settings

Setting

Description

Starting employee

Select the employee from whom the chart hierarchy should start. Leave this field empty to let Org Chart determine the starting employee automatically.

Layout type

Choose how employee cards are arranged in this view. Learn more about layout types.

Levels to expand

Specify how many hierarchy levels are expanded when the view is opened.

Max columns

Limit the number of columns displayed in the chart layout.

Sort by

Choose the field used to sort employees within the view.

Group by

Group employees by a selected field from the data source. Learn more about it in our documentation.

Filtration conditions

Define conditions to show or hide employees in this view. If you add filtration rules, you must also select a starting employee.

Each view includes a drop-down menu with the following actions.

Org Chart view actions

Action

Description

Copy ID

Copy and share an ID of the current view. You can use the view ID to filter the Org Chart using Javascript.

Copy URL

Copy and share a direct URL to the specific view.

Clone

Duplicate the current view with all its settings.

Delete

Remove the current view.

Note

It’s also possible to copy the view ID and view URL directly from the browser’s address bar after selecting a certain view in the Org Chart.

To change the order of views, simply drag and drop them into the desired sequence:

Change views order

Once multiple views are added, you can switch between them directly in the Org Chart interface:

Switch between views in the Org Chart interface

Note

Please find examples of how to use the Views feature in the blog post.

Select starting employee

Define the starting point of the hierarchy by selecting a specific employee. Start typing their name, and Org Chart will suggest matching results.

You can leave the starting employee field empty, and in this case:

  • If you use User Profiles or EntraID data sources, the starting employee will be found based on current user relations. Org Chart will find the current user. Then it will traverse up by manager relation until it finds an employee without a manager. This person will be a starting employee.

  • If you use a SharePoint list or Excel data sources, the first employee without a manager will be a starting employee.

Select a starting employee for the Org Chart structure

Specify filtration conditions

You can use filtration conditions to exclude employees from the chart or show only specific departments or people. You can filter by department, name, or any other field from your data source.

Note

Filtration conditions are case sensitive.

This editor contains a set of conditions that are evaluated as true or false. Click + Add condition to add a condition. An employee box is displayed if it meets All or Any of the conditions.

Each condition includes:

  • a drop-down list to select a field from the data source,

  • a comparison operator,

  • a value field (use is empty or is not empty to check whether the field has a value).

The operator drop-down includes Matches, which lets you check whether the value matches a regular expression.

Configure filter conditions for employees in an Org Chart view

Also, see how to filter the Org Chart using Javascript.

Note

Go to the next step of the configuration wizard – Templates.