Documentation › Display assistants in Org Chart for SharePoint and Microsoft Teams (SharePoint list)

Display assistants in Org Chart for SharePoint and Microsoft Teams (SharePoint list)

Note

For the versions earlier than 4.x.x (including on-premises ones), please follow this instruction.

In this article, we’ll review how to display assistants in the Plumsail Org Chart with SharePoint list data source.

This is how assistants look in “Classic top to bottom” layout. They may be positioned in a different way in other layouts.

Single assistant:

OrgChart assistants

Multiple assistants:

Multiple assistants

Display assistants for SharePoint list data source

Single assistant

Create a column in your SharePoint list that will store the ID or email of an assistant. In the case, I use a separate “Single line of text” list column Assistant Email to store information about the assistant.

Field values

Then you need to configure mappings of Org Chart fields to columns in your list:

Field values

Multiple assistants

If you want to add support for multiple assistants per an employee you have two options:

  1. Create a multivalue lookup instead of regular lookup. This will allow you to pick multiple assistants using lookup filed.

  2. Or create a regular “Single line of text” list column. This will allow you to specify a semicolon separated list of assistants.

    Examples:

    • 1; 2; 14; 18 if you use numbers as employee IDs.

    • assist1@contoso.com; assist2@contoso.com; assist3@contoso.com if you use email addresses (account names) as employee IDs.

Once you created a column, map Assistant ID in OrgChart settings to the newly created column.

Then Clear Org Chart cache to load fresh data.

Note

Check out how to display assistants for the User profiles, Entra ID, and Excel/CSV data sources.