Getting started

  • Installation
  • License activation
  • Quick configuration

Configuration wizard

  • Open configuration wizard
  • Data source
  • Views and filtration
  • Design
  • Templates
  • Custom code
  • General
  • Reset configuration

HTML templates

  • HTML templates

JavaScript framework

  • Introduction
  • Events
  • Methods
  • Configuration

Additional resources

  • Video: Quick introduction to Org Chart
  • Article: Quick introduction to 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

  • Add Org Chart in Microsoft Teams tab

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

  • Filter Org Chart by Department
  • Order 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 skin
  • Localize Org Chart
  • Display Skype for Business (Lync) presence

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

  • Use advanced Org Chart navigation
  • Use tenant properties to disable Org Chart features
  • Include and use fields from an additional list
  • Support of search in a list with more than 5000 items
  • Org Chart based on a list data source for anonymous users
Documentation › Table of contents

Getting started

  • Installation
  • License activation
  • Quick configuration

Configuration wizard

  • Open configuration wizard
  • Data source
  • Views and filtration
  • Design
  • Templates
  • Custom code
  • General
  • Reset configuration

HTML templates

  • HTML templates
    • Introduction
    • Example of the template
    • The if block helper
    • The unless block helper
    • Displaying of raw HTML content
    • Additional block helpers
    • Bulma classes
    • Structure of the context object

JavaScript framework

  • Introduction
  • Events
  • Methods
  • Configuration

Additional resources

  • Video: Quick introduction to Org Chart
  • Article: Quick introduction to 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

  • Add Org Chart in Microsoft Teams tab

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

  • Filter Org Chart by Department
  • Order 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 skin
  • Localize Org Chart
  • Display Skype for Business (Lync) presence

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

  • Use advanced Org Chart navigation
  • Use tenant properties to disable Org Chart features
  • Include and use fields from an additional list
  • Support of search in a list with more than 5000 items
  • Org Chart based on a list data source for anonymous users