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Getting started

  • Installation
  • License activation
  • Quick configuration

Configuration wizard

  • Open configuration wizard
  • Data source configuration
  • Layout
  • Filtration
  • General settings
  • Box template
  • Tooltip template
  • Search result template
  • Custom JavaScript
  • Custom CSS
  • Reset configuration

HTML templates

  • HTML templates

JavaScript framework

  • Introduction
  • Events
  • Methods
  • Configuration

Additional resources

  • Video: Quick introduction to Org Chart
  • Article: Quick introduction to 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
    • Version history – Office 365 version
    • Version history – SharePoint 2019
    • Version history – SharePoint 2013/2016
    • Version history – SharePoint 2010
  • Licensing details
  • Data protection and security

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 to Teams tabs

Display different types of employees

  • Display dotted-line managers
  • Display assistant
  • Display vacancies

Filter and order boxes

  • Filter Org Chart by Department
  • Order employees boxes using a custom field

Customize boxes and styles

  • 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
  • Display Skype for Business (Lync) presence

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
  • Resize web part dynamically to fit a page
  • Automatically scale boxes to fit visible area

Other examples

  • Use advanced Org Chart navigation
  • 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
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Visualization
Plumsail Org Chart › Documentation › Version history

Version history¶

  • Version history – Office 365 version
  • Version history – SharePoint 2019
  • Version history – SharePoint 2013/2016
  • Version history – SharePoint 2010

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