Getting started
Configuration wizard
- Open configuration wizard
- Data source
- Views and filtration
- Design
- Templates
- Custom code
- General
- Reset configuration
HTML templates
JavaScript framework
Additional resources
- Video: Introducing Plumsail 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
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
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
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
Version history – SharePoint 2010 version
2.2.23
Left to right layout implemented.
Configuration wizard rendering optimization.
Assistant boxes take less space now.
2.2.11
Caching API for user profiles data source.
Double search for user profiles data source. Use search service if available, otherwise use user profile service search.
2.2.10
Root node double tooltip for nodes with assistants fixed.
URL field support added to SharePoint list data source.
2.2.4
Assistants support.
External list as a data source bug fix.
2.0
Rendering engine has been completely rewritten.
1.7.9
Support of non-Unicode letters in search queries.
Bug fix. Correct displaying of escaped names in breadcrumb.
1.7
Box, tooltip and search results templating added.
JavaScript framework added.
Configuration wizard usability improvements.
1.6.20
Safe JavaScript logging was added.
Performance improvements.
Tree generation bug fixes.
1.6.17
Added validation for User Profiles filtration rules.
Minor bug fixes for User Profiles data source.
Printing mode css class was added.
Org Chart printing bug fixes.
1.6.14
Performance optimization of initial loading for User Profiles data source.
Asynchronous loading of data for Safari bug fix.
Quick search results markup bug fix.
1.6.10
New data caching algorithm.
Cross-site collection support for list data source.
Minor bug fixes.
1.6.2
Quick search support for edit mode.
Implemented friendly information messages.
Breadcrumb background added.
Root detection algorithm for System Account bug fix.
1.6.1
Full screen mode without post back.
Adjusting middle position of organization chart within visible area.
1.6
Support of SharePoint list as a data source.
Automatic list creation with demo data.
Manual list fields mapping support.
Configuration wizard implemented.
Root node detection rules support.
1.4
Root node detection algorithm based on current user implemented.
Expanding nodes when drill down.
1.1.8901
Quick search implemented.
Breadcrumb navigation added.
Logging bug fixes.
1.0.3705
Multiple skins added.
Skins touch support added.
Bug fixes.
1.0.1503
Full screen mode implemented.
Drill down functionality implemented.
Mouse wheel zoom added.
Bug fixes.