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
Documentation
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SharePoint Server 2019/SE (On-Premises) resources
SharePoint Server 2019/SE (On-Premises) resources
For users on SharePoint Server 2019/SE, please refer to the documentation below.
Getting started
Configuration wizard
Display different types of employees
Customizations
Additional resources
- 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