Getting started
Configuration wizard
HTML templates
JavaScript framework
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
Display different types of employees
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
Change Org Chart skin in SharePoint Server 2019/SE
Plumsail Org Chart can change skins. You can choose from 21 beautiful skins. In this article I will describe some of them in more detail, then I will describe how to change Org Chart skin
Skin samples:
Now your Org Chart might look amazing, like this:
Skins adapted for mobile devices
We also introduced two touch adapted skins MetroTouch and BlackMetroTouch. The main difference between these two and other skins is the large expandcollapse buttons, and you still can navigate with dragging. It is not a problem to touch them from a mobile device now. You can create a page for mobile devices, place Org Chart web part there and specify MetroTouch or BlackMetroTouch skin.
MetroTouch skin:
BlackMetroTouch skin:
Follow these instructions to change Org Chart skin
Open page with Org Chart web part for edit:
Click pencil icon at the left side of your web part. It will open property pane:
Click Open Config Wizard in the property pane and choose General settings section in it:
Then choose skin you need and click Finish:
List of all skins:
Modern
Black
Black metro touch
Light gray
Silver
Silk
Forest
Glow
Hay
Metro
Metro touch
Office
Office black
Office blue
Outlook
Simple
Sunset
Vista
Web 2.0
Web blue
Windows7