Getting started
Configuration wizard
- Open configuration wizard
- Data source
- Views and filtration
- Design
- Templates
- Custom code
- General
- Reset configuration
HTML templates
JavaScript framework
Additional resources
- Video: Introducing Plumsail Org Chart
- Data caching
- How Org Chart pulls data from AD On-Premises
- Exclude disabled users in On-Premises
- Make sure that SharePoint has enough data
- Configuring profiles sync in On-Premises
- 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
- Display dotted-line managers (SharePoint list)
- Display dotted-line managers (Entra ID)
- Display dotted-line managers (User Profiles)
- Display dotted-line managers (Excel/CSV)
- Display assistants (SharePoint list)
- Display assistants (Entra ID)
- Display assistants (User Profiles)
- Display assistants (Excel/CSV)
- Display vacancies
Filter and order boxes
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 skin
- 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
Troubleshoot displaying dotted-line subordinates in SharePoint Online
By default, dotted-line subordinates are not rendered for a user profile data source in SharePoint Online. To do that, you need to follow this instruction. In general, there are three main steps:
to configure a managed search property,
to update user profiles,
to wait.
If you waited for more than a day and the subordinates still do not show up, follow the troubleshooting steps below.
Check SharePoint search
Org Chart uses default SharePoint search engine. If it does not return dotted-line subordinates, Org Chart cannot render them. To ensure that the search works correctly, load the URL below in your browser replacing:
DOMAIN
with your domain,ACCOUNT_NAME
with the account name of a dotted-line manager.
https://DOMAIN.sharepoint.com/_api/search/query?querytext='DottedLineManager: *ACCOUNT_NAME*'&sourceid='B09A7990-05EA-4AF9-81EF-EDFAB16C4E31'
It will load an XML file. Save it and search for dotted-line subordinates. If you can find the required accounts, the search works properly and most likely, it is a bug in Org Chart. Otherwise, there is an issue with the SharePoint search: either it is not properly configured or it does not work. In this case, we would advise to contact a Microsoft support.
Update Org Chart
To ensure that your Org Chart includes all published fixes, keep it up to date. Compare its version with version history and if yours is not the latest, update Org Chart. Download the latest package here and upload it to a SharePoint app catalog. Clear browser cache and refresh Org Chart.
Contact Plumsail support
If the issue still persists, contact our support at support@plumsail.com. In your request, please provide:
the XML file with the search query,
a screenshot with the current Org Chart version,
a screenshot of the dotted-line manager from the query, all rendered subordinates should be visible.