Format Org Chart boxes conditionally in SharePoint and Microsoft Teams
Org Chart allows to create custom style rules depending on certain properties in its data source. In this article, you can find sample rules for the most frequent cases and modify them according to your needs.
Box style rules
To create a box style rule, open an Org Chart configuration wizard and switch to a Design step. Then click an Add rule button. Name the new rule and apply one of the configurations suggested below depending on a required condition.
Format boxes by department
In the Condition section click an Add condition button and set a Department field equal to the required value.
In this case, it is Financial.
Then modify styles and save the rule.
Format boxes by job title
In the Condition section click an Add condition button and set a Job title field equal to the required value.
In this case, it is Vice-President.
Then modify styles and save the rule.
Format boxes by type
In the Condition section click an Add condition button and set a Box type field equal to the required value.
In this case, it is Dotted.
Then modify styles and save the rule.
Format boxes by level
Before creating a rule, open General settings and enable level numbers. Save it and re-open the configuration wizard for adding a rule.
In the Condition section click an Add condition button and set a Box level field equal to the required value.
In this case, it is 3.
Then modify styles and save the rule.
Format boxes of external user (contractors)
In the Condition section click an Add condition button.
What field to use in the condition expression depends on the data source of Org Chart.
For SharePoint user profiles, set an SPS-UserType field equal to 1.
Then modify styles and save the rule.
For Entra ID, select a User type field and set it equal to Guest.
Use shortcuts to create rules
There is an alternative way to create box style rules. You can customise styles of an individual box and then apply them to others with the same department, job title, or box type using the menu of the Apply button. It will apply the required condition automatically and move the individual styles to the new rule.
You can also refer to the blog post that cover all these scenarios in one place with examples and visuals.