Documentation › Display dotted-line managers in Org Chart for SharePoint and Microsoft Teams (SharePoint list)

Display dotted-line managers 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.

Org Chart supports displaying dotted-line managers for organizations with matrix reporting structures, where employees may report to both direct and secondary managers.

This article explains how to configure dotted-line managers when using a SharePoint list as the data source.

Note

Each employee can have one direct manager and multiple dotted-line managers.

If an employee has a dotted-line manager, a navigation button appears next to the employee card.

Use this button to navigate to the dotted-line manager. If multiple dotted-line managers are configured, the button opens the first manager listed in the field.

Chart including an employee box with a navigation button linking to a dotted-line manager

Dotted-line managers for SharePoint list data source

If you use the SharePoint list data source, map the list columns in the Data source step of the configuration wizard:

Org Chart field mapping settings for dotted-line manager columns

In this example, the Work email column is used as the employee ID field. A separate Single line of text column named Dotted-line Manager Email stores dotted-line manager values.

SharePoint list column details for dotted-line manager values

You can also use other column types, such as lookup columns, to store dotted-line manager values.

After creating the column, map it to the dotted-line manager field in the configuration wizard.

How to add support for multiple dotted-line managers per employee for SharePoint list data source

To assign multiple dotted-line managers to an employee, use one of the following approaches:

  1. Create a multi-value lookup column instead of a regular lookup column to select multiple dotted-line managers.

  2. Alternatively, create a Single line of text column and enter dotted-line managers as a semicolon-separated list.

Examples:

  • 1; 2; 14; 18 when using numbers as employee IDs.

  • manager1@contoso.com; manager2@contoso.com; manager3@contoso.com when using email addresses as employee IDs.

Note

Check out how to display dotted-line managers for the User profiles, Entra ID, and Excel/CSV data sources. You can also refer to the blog post that provides a complete overview of all these options with examples and visuals.