Display assistants for Org Chart in SharePoint and Microsoft Teams
Note
For the versions earlier than 4.x.x (including on-premises ones), please follow this instruction.
This article describes how to display assistants with the help of Plumsail Org Chart for SharePoint Online in Microsoft 365.
This is how assistants look in “Classic top to bottom” layout. They may be positioned in a different way in other layouts.
Single assistant:
Multiple assistants:
Org Chart supports two data sources: SharePoint list and User profiles. Let’s see how to configure assistants for each data source.
Display assistants for SharePoint user profiles data source
Single assistant
Assistants are enabled by default and you can see that “Assistant” user profile mapping is specified:
Org Chart uses the standard SharePoint “Assistant” user profile property to get information about the assistant of an employee. If you store information about assistants in a separate property, you can change this mapping here.
If you want to disable assistants, just pick None in the Assistant mapping on this step.
Multiple assistants
By default, Org Chart uses standard “Assistant” property from SharePoint user profiles. It allows you to specify only one assistant per employee. If you want to specify multiple assistants, you need to create a new custom user profile property:
Then, select it in the Org Chart mapping:
Once you have a new property for assistants, you can fill it with semicolon separated list of assistants. Also, you may need to clear Org Chart cache to load fresh data.
Example: assist1@contoso.com; assist2@contoso.com; assist3@contoso.com
Display assistants for SharePoint list data source
First of all, you need to create a column in your SharePoint list that will store the ID of an assistant. Type of this column has to be the same as an Employee ID. Then you need to configure mappings of Org Chart fields to columns in your list:
If you want to add support for multiple assistants per an employee you have two options:
Create a multivalue lookup instead of regular lookup. This will allow you to pick multiple assistants using lookup filed.
Or create a regular “Single line of text” list column. This will allow you to specify a semicolon separated list of assistants.
Examples:
1; 2; 14; 18if you use numbers as employee IDs.assist1@contoso.com; assist2@contoso.com; assist3@contoso.comif you use email addresses (account names) as employee IDs.
Once you created a column, map Assistant ID in OrgChart settings to the newly created column.
Then Clear Org Chart cache to load fresh data.
That is all! Now you know how to display structure with single and multiple asistants in SharePoint Org Chart.