Display dotted-line managers in Org Chart for SharePoint and Microsoft Teams (User profiles)
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 dotted-line reports in the Plumsail Org Chart with User profiles data source. It is quite a common scenario for companies with a matrix organization structure when there are direct managers and dotted-line managers.
As Plumsail Org Chart displays hierarchy, but not matrix, it is important to understand how dotted-line reports appear in the visualization. Please take a look at the example below.
Note
Org Chart allows you to specify one or more dotted-line managers for an employee. Thus, a single employee may have a single direct (solid line) manager and an unlimited number of dotted-line managers.
If a solid line employee has a dotted-line manager, there will be displayed a small button next to the solid line box. It allows you to quickly navigate from the solid box to a dotted-line manager. If the employee has more than one dotted-line manager, you will navigate to the first one specified in the corresponding field.
Dotted-line managers for User profiles data source
Open the configuration wizard on the Data source settings step and select a User profiles property in the Dotted manager dropdown field:
If you want to disable dotted line managers, just select None for the Dotted line manager mapping on the Data source settings step.
How to add support for multiple dotted-line managers for User profiles data source
By default, Org Chart uses standard Dotted-line Manager property from SharePoint user profiles. It allows you to specify only one dotted line manager per employee. If you want to specify multiple dotted-line managers 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 dotted-line managers, you can fill it with semicolon separated list of managers.
Example: manager1@contoso.com; manager2@contoso.com; manager3@contoso.com
Org Chart supports following types of user profile properties, consider it when creating a new user profile property:
String (Single Value)
String (Multi Value)
E-mail
Person – this type allows you to specify only one value. Thus, if you want support for multiple dotted-line managers, you need to pick some other type.