Getting started
Configuration wizard
HTML templates
JavaScript framework
Additional resources
- Video: Introducing Plumsail Org Chart
- Data caching
- SharePoint Server 2019/SE (On-Premises) resources
- Installation for SharePoint 2019 / SE
- Quick configuration
- How to add Org Chart to Microsoft Teams tabs
- Generate organization structure report
- Layout
- Filtration
- JavaScript custom code
- General settings
- Display assistants
- Display dotted-line managers for Org Chart
- Display vacancies
- Customize box HTML template and CSS styles
- HTML templating syntax
- Change Org Chart skin
- Create org chart with two root managers
- Order employees boxes using custom field
- How Org Chart pulls data from AD On-Premises
- Drill down to current user by default
- Drill down to specific box using URL parameter
- Include and use fields from additional list
- Use advanced Org Chart navigation
- How to open Org Chart in full-screen mode on load
- Support of search in a list with more than 5000 items
- Exclude disabled users in On-Premises
- Configuring profiles sync in On-Premises
- Make sure that SharePoint has enough data
- Exporting properties to a directory service
General
- Version history
- Licensing details
- Data protection and security
- Custom code security measures
- Billing and subscription management
Printing & Reports
- Printing organizational structure
- Generate multi-page PDF report
- Export to CSV and analyze in Excel
- Custom styles for printed Org Chart
Microsoft Teams
Display different types of employees
Filter and order boxes
- Create and manage filtered views
- Order employees boxes using a custom field
- Group employees boxes using a custom field
Customize boxes and styles
- Format boxes conditionally
- Customize box HTML template and CSS styles
- Display awards and conditionally format Org Chart
- Create an Org Chart with two root managers
- Change Org Chart theme
- Localize Org Chart
Show specific user on load
- Drill down to specific box using URL parameter
- Drill down to current user by default
- Drill down to manager of user from URL by default
Manage web part size and scale
- Open Org Chart in full-screen mode on load
- Make Org Chart use full page width
- Automatically scale boxes to fit visible area
Other examples
- How to customize Org Chart
- How to use advanced Org Chart navigation
- Use tenant properties to disable Org Chart features
- Include and use fields from additional list in Org Chart
- Support of search in a list with more than 5000 items for Org Chart
- Show Org Chart based on a list data source for anonymous users
- How to check if a user has Tenant Administrator permissions
Order employees boxes using custom field for Org Chart (SharePoint Server 2019/SE)
You can choose a custom field for ordering the employees boxes in your chart. It can be an existing field or a new one. If you use Users Profiles as a data source, you can create a new user property. In case you use a list, you can create a new list column.
To define the sorting rules, use this javascript method. You can find a full description of the method here.
renderer.setSorting("sortingFieldName", "sortOrder", "sortValueType");
sortingFieldName– the internal name of a list field or a property from the User Profile service.sortOrder– a sorting order, for example,ASCorDESC.sortValueType– defines this sorting method: by string or by number. It is String by default, but you can specify Number. If a field contains a non-number value, it falls back to zero value and writes a message to the browser console.
Sorting by string
You can either specify the sortValueType parameter as “String” or leave the option empty.
renderer.setSorting("PreferredName", "DESC");
or
renderer.setSorting("PreferredName", "DESC", "String");
For example, I want to sort the list of employees by their names.
I add the code to the Custom Javascript section of the Org Chart settings.
renderer.setSorting("Title", "ASC", "String");
The result looks like this.
If I use DESC sorting, it looks like this.
renderer.setSorting("Title", "DESC", "String");
Sorting by number
If you want to sort the fields by number, you need to specify the parameter.
renderer.setSorting("NumberFieldName", "DESC", "Number");
For example, I have a list of employees and room numbers for each employee.
If you want to sort the boxes by number of the rooms, add the following code to the Custom JavaScript section of the Org Chart settings.
renderer.setSorting("Room", "ASC", "Number");
The result looks like this.
You can also use DESC sorting.
renderer.setSorting("Room", "DESC", "Number");
This is the result.