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
Installation for SharePoint 2019 / SE
Prerequisites
Below are the prerequisites for the installation of Org Chart:
Permissions on the root site collection on the web application
Start SharePoint 2019/SE Central Administration as administrator on your server. On the SharePoint Central Administration website navigate to Application Management and click on Change site collection administrators in Site Collections section.
Click on the link with site collection address and press Change Site Collection:
Choose the root site collection for the web application that you need to install Org Chart:
Note
Also you may change the web application on this step if needed.
After selection press OK.
Please make sure that you are one of the administrators:
Add AppCatalog for the web application
Run SharePoint 2019/SE Central Administration as administrator on your server.
Navigate to Apps -> Manage App Catalog
Just fill in Title, Web Site Address, Primary Site Collection Administrator and click OK. For example:
Title – App Catalog Site
Web Site address – AppCatalog
Primary Site Collection Administrator – Fill in your account name
Permissions on the app catalog for the web application
Start SharePoint 2019/SE Central Administration on your server. On the SharePoint Central Administration website navigate to Application Management and click on Change site collection administrators in Site Collections section.
Click on the link with site collection address and press Change Site Collection:
Choose the app catalog site collection for the web application that you need to install Org Chart:
Note
Also you may change the web application on this step if needed.
After selection press OK.
Please make sure that you are one of the administrators:
Installation
Download setup file from our website. You’ll need to select the SharePoint 2019/SE version and enter your email address.
Then click on Download installer and run the file on one of the servers in your SharePoint 2019/SE farm as Farm Administrator. Follow the wizard steps.
Note
You have to be a Farm Administrator to complete the installation. If you have any warning messages during installation check the prerequisites described above.
Alternatively, you can install Org Chart using wsp-package.
Adding web part to a page
Note
If you use Classic SharePoint pages follow this instruction to add web part to a page.
Navigate to the page where you want to add an org chart.
Pick Plumsail Org Chart web part from the menu to add it to your page:
Once you added the web part you can configure it.
Localization
Org Chart allows changing strings in the user interface since version 2.2.30. You can use this functionality to translate user interface to your language.
The picture below will help you to understand the structure of the localization strings:
You need to open the configuration wizard and navigate to the custom code step. Then you can override strings like this:
Plumsail.OrgChart.LocalizationStrings.SearchInputWatermark = "Suche";
Plumsail.OrgChart.LocalizationStrings.Settings.PrintOrgChart.Title = "Drucken";
Plumsail.OrgChart.LocalizationStrings.Settings.ManageVacancies = "Stellenangebote";
Plumsail.OrgChart.LocalizationStrings.Settings.ClearCache = "Cache leeren";
Plumsail.OrgChart.LocalizationStrings.Settings.Help = "Über";