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Microsoft Sharepoint Web Parts

Org Chart Sharepoint Web Part



Org Chart Web Part
The Org Chart Web Part displays the organizational chart based on the SharePoint User Profile Store or a SharePoint list. It allows to navigate up and down the organizational hierarchy by clicking on the chart items.

The Web Part can be used with WSS 3.0, MOSS 2007, Sharepoint 2010 Foundation and Server, Sharepoint 2013, Sharepoint 2016 and Sharepoint 2019.

The following parameters can be configured:
  • Starting node
  • Custom CSS styles
  • User Profile properties being displayed
  • SharePoint list columns being displayed

Product Price     
Org Chart Web Part for WSS 3.00 and 2010 (list based)
30 Day Evaluation Version (Release 1.0.18) 
Free download..
Org Chart Web Part for SP 2013 (list based)
30 Day Evaluation Version (Release 1.0.19) 
Free download..
Org Chart Web Part for SP 2016 (list based)
30 Day Evaluation Version (Release 1.0.19) 
Free download..
Org Chart Web Part for SP 2019 (list based)
30 Day Evaluation Version (Release 1.0.19) 
Free download..
Org Chart Web Part for SP 2007 and 2010 Server (UPS based)
30 Day Evaluation Version (Release 1.0.12) 
Free download..
Org Chart Web Part for SP 2013 Server (UPS based)
30 Day Evaluation Version (Release 1.0.12) 
Free download..
Org Chart Web Part for SP 2016 Server (UPS based)
30 Day Evaluation Version (Release 1.0.12) 
Free download..
Org Chart Web Part for SP 2019 Server (UPS based)
30 Day Evaluation Version (Release 1.0.12) 
Free download..
Org Chart Web Part License Key
per Server License
Includes 1 year technical support
USD 195.00
Deployment Instructions for SP 2007/WSS3.0 download..
Deployment Instructions for SP 2010 download..
Deployment Instructions for SP 2013/2016 download..


   "Card" view




   "Chart" view


    "List based Diagram"


Installation Instructions:

  1. download the Web Part Installation Instructions (PDF file, see above) 
  2. either install the web part manually or deploy the feature to your server/farm as described in the instructions.
  3. Navigate to a page where you would like to place the webpart and choose "Site Actions/Edit Page"
  4. Add the web part to the appropriate zone. The web part is listed in the "Amrein Engineering" web part gallery section
  5. Configure the following Web Part properties in the Web Part "Miscellaneous" pane section as needed:
    • Root User:
      e
      nter the account name of the user to be displayed at the top of the chart.
      Enter "current" to display the current logged in user

    • User Profile Properties:
      enter the User Profile properties to by displayed iin each card

      Exanple:
      Title;Department;Office;WorkEmail;WorkPhone

    • Chart Node CSS Style:
      enter the desired CSS style of the node cards.

      Exanple:
      background-color:#e7e7e7;color:gray;padding:8px

    • Title CSS Style:
      enter the CSS style to be used for the user's name displayed on the card.

      Exanple:
      font:11pt/20pt Segoe UI Semilight;font-weight:bold

    • Show Top User's Manager:
      either display or suppress the top user's manager.

    • Show User Photo:
      either display or suppress the user profile pictures.

    • Link to My Site:
      either display or suppress the link to the user's My Site.

    • User Photo Height:
      enter the desired height of the photo in pixels.

    • Cache Retention Time: enter the data cache retention time in minutes (enter "0" to turn off the cache feature) to speed up consecutive page visits. The use of this feature is recommened for large User Profile stores. Enter the optional color of the alternating row background (leave blank to use default).

    • License Key: enter your Product License Key (as supplied after purchase of the "Org Chart Web Part" license key). Leave this field empty if you are using the free 30 day evaluation version.



Please enter a comment below if you have problems with the installation, want to give feedback or have suggestions for improvements:

User Comments Post a Comment 

Laurent  
1/22/2018 13:49 
Hi ! Do you plan an Office 365 version ?
Benjamin  
1/22/2018 19:26 
The description states that the data can be based on a SharePoint list, but I don't see where to indicate which list to use. Where does this exist?

What format do I use for "Root User"? I tried "last, first", "first last", and the AD account name and nothing displays. "current" displays my info fine.
Juerg  
1/22/2018 19:31 
Laurent,
we currently have no short-term plan to add an Office 365 version.
Juerg  
1/22/2018 19:43 
Benjamin,
to build the hierarchy, your list will need two columns to establish the relationship as eg. “Account” and “Manager” in the below example (these fields need to be of the same type as eg. “Single line of text” or “Person or Group”):



Please then configure the web part as shown below:

Node List Field Name:
Account

Parent List Field Name:
Manager

Root User
Enter the name of the root user or leave empty

Template:
<p style="margin-bottom:2px;font:12pt Segoe UI">{First Name} {Last Name}</p>{Email} {Phone}

Chart Type:
Cards
Benjamin  
1/22/2018 20:13 
The web part's miscellaneous section is missing the fields you speak of. I downloaded the web part on 1/22/2018, but I'm getting the impression that I downloaded an early beta version. Can you verify?
Juerg  
1/23/2018 11:21 
Benjamin,
please note that there are two versions of the web part:

- Sharepoint List based
- Sharepoint User Profile Store based

Please thus make sure to download and install the correct version.
Lee St.Onge  
1/26/2018 20:19 
How do you use & configure ToolTip in the wss 3.0 version?
Juerg  
1/28/2018 13:15 
Lee,
just enter the name of the column to be used for the tooltip into the web part's "Tooltip List Field Name" setting.
Rafal  
1/30/2018 22:40 
Hi,

does it work with 2013 Foundation ?

Thanks
Juerg  
1/31/2018 10:42 
Rafal,
yes, the data in this case will be placed in a Sharepoint list:
To build the hierarchy, please see my post from January 22, 2018.
Dez  
2/23/2018 20:23 
Hey There, I am using the AD option and not sure what to do to get the First name to show first. Currently its last name , firstname
Juerg  
2/26/2018 11:50 
Dez,
we have now added the new „template“ option (to be added to the web part’s „Options“ setting) as illustrated below:

template={FirstName} {LastName}

Please re-download the web part and then update the web part solution.
Jason  
6/14/2018 14:10 
Hello Juerg! I see that you have multiple views above ("card" and "chart"). How can we change the view to one or the other? I don't find options for that in version 1.04 which I downloaded on 6/13/18. Thanks!
Juerg  
6/14/2018 15:51 
Jason,
please note that the User Profile Store based version does not support the “Chart” display option.
This is because the user profile store can contain a large amount of users.
Since the users sharing the same “Manager” are displayed horizontally, the “Chart” display then might take up way too much horizontal space.
Powell  
6/20/2018 18:01 
How is printing handled. We currently use the 2010 version and we hope the 2013 version printing is better.
Juerg  
6/20/2018 18:55 
Powell,
the web part currently has no "Print" option.
Are you using the Sharepoint List based or the Sharepoint User Profile Store based version of the web part.
Also, are you using the "Card" or the "Chart" view ?
Theresa  
6/26/2018 18:20 
Trying to evaluate the List version for SharePoint 2013. When the Root User is configured, instead of getting that chart, I get all managers and their direct reports. Also where is the configuration to tell what info you want on the chart like JobTitle, Division and Location? We have been using OrgChart since 2007, this version is very different and doesn't appear to be as flexible. Thanks
Juerg  
6/27/2018 14:48 
Theresa,
did you set up your Sharepoint list as outlined in my post dating from January 22, 2018 above ?
Also, are you using the "Cards" or the "Chart" Chart Type web part setting ?
Marty Trionfo  
8/2/2018 18:35 
Hi. Just downloaded the UP version of the org chart today. Can we configure the number of levels displayed? Right now I see CEO at the top then just one level below. Clicking down thru each level only shows one level below the current one. Thanks.
Juerg  
8/2/2018 19:26 
Marty,
we designed the web part to only display a maximum of 3 levels since the user profile store might contain 1,000’s of users so if the 3rd level say contains 20 items (all users sharing the same root level manager), these 20 users then each might have many items right below it, so displaying several 100 cards on the same page would be difficult to visualize.
Robert  
10/16/2018 09:22 
Hello,
I have installed the list based Org chart web part, and am unable to get the Chart view to work.

I have followed the instructions and can see my test org chart in the Card view, but when I change views to Chart, the web part shows no users.

Have I missed some additional setup for the chart view?
Juerg  
10/16/2018 11:33 
Robert,
are you using Sharepoint 2010 ?
If yes, please make sure to use the most recent version of the web part (eg. 1.0.17 or newer).
Jackie  
2/5/2019 00:56 
Is there a way to pass a parameter to OAEOrgCHartUPWebpart2013 so Org Chart displays data related to site user is on? We've tried using filter webpart with no luck so far.
Juerg  
2/5/2019 12:21 
Jackie,
can you explain how exactly you would like to filter the chart (as eg. by a particular user profile property) ?
Jackie  
2/6/2019 22:11 
we are using account name. Trying to display team list with Manager and it changes based on team site.
Juerg  
2/11/2019 12:57 
Jackie,
do I correctly guess that you would like to pass in the value of the web part’s “Root User” setting via an URL parameter ?
TH  
2/13/2019 19:21 
I want to set "Root User" to a URL parameter. This will by useful on a my site so the org browser is centered on the subject of the my site.
Juerg  
2/14/2019 10:09 
TH,
you can pass in the „Root User“ via the „accountname“ URL parameter.
Please then also set the “Root User” setting to

{accountname}
Beth B  
3/19/2019 18:27 
We're using the OrgChart > List based Version 1.0.20 and I've configured it as you exlained on 1/22/2018 19:43. I also added template={FirstName} {LastName} to Options setting. I'm just seeing gray boxes with {First Name} {Last Name} (then a paragraph) {Phone} displayed in them. I'm certain I connected it to the right list. Any thoughts on what might be wrong?
Juerg  
3/20/2019 13:27 
Beth,
please enter the below into the web part’s „Field Template“ setting:

{FirstName} {LastName}
Howard  
3/28/2019 21:12 
Is it possible to set the Root User field with a bit of javascript? We want to use this on a My Site page where there may be an accountname as a URL parameter. Or that parameter may be omitted; then we want to use the current user. This is on SP 2013 using the user profile version of your control.
Juerg  
3/29/2019 10:40 
Howard,
if you want to set the „accountname“ URL parameter as the root user, please enter the below into the web part’s “Root User” setting:

{accountname}
Karen  
5/8/2019 22:08 
Hello,
Great web part! We are testing the Active Directory version (low maintenance). If we only have a couple levels of tiers, is there an option to show all tiers without having to physically click on Drill Down? In our scenario, it wouldn't be too much to show lower tiers, with the understanding if you drilled up, it could be overwhelming.
Thank you.
Juerg  
5/9/2019 16:50 
Karen,
the web part (by design) only displays 3 levels:
- Manager
- current node
- Direct reports of the current node

This is to avoid displaying a huge org chart (since every direct report might have several direct reports assigned to it).
You thus need to manually navigate up and down the hierarchy.

Technical Support Contact Information
If you find that you cannot resolve an issue using the above tools, our Technical Support staff will be ready to handle your technical support needs. You can reach our staff by phone or by email.

Phone: +41 (0)62 823 75 75 (9am - 6pm GMT+1)
Fax : +41 (0)62 823 75 74
Email: support@amrein.com
 
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