How to display assistant in SharePoint Org Chart

This article describes how to display assistants with the help of Plumsail Org Chart for SharePoint 2013 / 2016 and SharePoint Online in Office 365.

This is how assistants look in “Classic top to bottom” layout. They may be positioned in a different way in other layouts.

When you configured Org Chart for the first time, you picked a data source. There are two data sources available:

  • SharePoint user profiles
  • SharePoint list

Display assistants for SharePoint user profiles data source

You need to ensure that assistants are enabled on the General step of the configuration wizard. Then Org Chart will take information about assistants from the “Assistant” property of a SharePoint user profile.

Org Chart enable assistants

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:

Then ensure that assistants are enabled on the General step of the configuration wizard:

Org Chart enable assistants