Display assistants for Org Chart in SharePoint Server 2019/SE
This article describes how to display assistants with Plumsail Org Chart for SharePoint Server 2019/SE.
This is how assistants look in the “Classic top to bottom” layout. They may be positioned differently in other layouts.
Single assistant:
Multiple assistants:
Org Chart supports two data sources: SharePoint list and User Profiles. Let’s see how to configure assistants for each data source.
Display assistants for SharePoint user profiles data source
Single assistant
Assistants are enabled by default and you can see that “Assistant” user profile mapping is specified:
Org Chart uses the standard SharePoint “Assistant” user profile property to get information about the assistant of an employee. If you store information about assistants in a separate property, you can change this mapping here.
If you want to disable assistants, just pick None in the Assistant mapping on this step.
Multiple assistants
By default, Org Chart uses standard “Assistant” property from SharePoint user profiles. It allows you to specify only one assistant per employee. If you want to specify multiple assistants per employee, you need to create a new custom user profile property and specify it in the Org Chart mapping.
Once you have a new property for assistants, you can fill it with semicolon separated list of assistants. Also, you may need to clear Org Chart cache to load fresh data.
Example: assist1@contoso.com; assist2@contoso.com; assist3@contoso.com
Display assistants for SharePoint list data source
First of all, you need to create a column in your SharePoint list that will store the ID of an assistant. Column’s type has to be the same as of the column mapped to “Employee ID”. Then configure the mappings of Org Chart fields to columns in your list:
If you want to add support for multiple assistants per an employee you have two options:
Create a multivalue lookup instead of regular lookup. This will allow you to pick multiple assistants using lookup filed.
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; 18if you use numbers as employee IDs.assist1@contoso.com; assist2@contoso.com; assist3@contoso.comif 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.
That is all! Now you know how to display structure with single and multiple assistants in SharePoint Org Chart.