How to display assistants

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 Data source settings step of the configuration wizard.

By default assistants are enabled and you can see that “Assistant” user profile mapping is specified:

By default, 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.

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: