Organization Chart widget
Summarize
Summary of Organization Chart Widget
The Organization Chart widget visually represents employees in a hierarchical tree structure based on their manager. Customers can use this widget directly in their portal or clone it for customization to meet specific business requirements.
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Key Features
- User Selection: Enter or select a user to display their manager and subordinates.
- Profile Access: Click on a user card to view their profile page.
- Reconfiguration: Change card link settings and rearrange the chart by dragging cards.
- Zoom Functionality: Adjust the view using zoom icons or scrolling.
Instance Options
The widget includes several configurable instance options:
- User Background Color: Customize the user card color using color names or Hex codes (default is lightblue).
- Node Background Color: Change the color of subordinate cards (default is azure).
- Data Card Fields: Displays user information such as name, title, and contact details without valid input options.
- Behavior Settings: Define the URL or page that opens when a card is clicked; the URL field takes precedence over the Page field.
Key Outcomes
Utilizing the Organization Chart widget enhances the visibility of employee relationships within your organization, facilitating better communication and access to user information directly from the portal. This tool supports organizational clarity and can be tailored to fit various visual and functional needs, improving user experience in navigating employee structures.
The Organization Chart widget shows employees in a tree structure relative to their manager. You can use this base system widget as-is in your portal or clone it to suit your own business needs.
Using the widget
In the text input field, enter or select a user to see their manager and subordinates. The widget uses information from the User [sys_user] record to display the organization hierarchy relative to the selected user.
Click a card to open the profile page for that user. To reconfigure the card link, change the URL or Page in the widget instance options.
You can drag individual cards to rearrange the chart.
You can zoom in or out of the chart view by clicking the magnifying glass icons or by scrolling.
Instance options
- User Background Color
- Node Background Color
- URL
- Page
| Field | Description |
|---|---|
| Data | |
| Card Fields | Fields from the user record that appear on each card. By default, each card displays the name, title, department, email, phone, and location of each user. There are no valid values that you can enter in this field. |
| Presentation | |
| User Background Color | Color of the user card. Use color names or Hex codes. For example, you can enter red or #ff0000. The user background color is lightblue by default. |
| Node Background Color | Color of cards that extend from the user card. Use color names or Hex codes. For example, you can enter yellow or #ffff00. The node background color is azure by default. |
| Table Layout | Size and margin of the content in each card. There are no valid values that you can enter in this field. |
| Row Layout | Alignment of the text in the card. The text is left-aligned by default. There are no valid values that you can enter in this field. |
| Line | Color of the lines that connect cards. The lines are black by default. There are no valid values that you can enter in this field. |
| Tree Layout | Size, spacing, and alignment of the chart. There are no valid values that you can enter in this field. |
| Picture Layout | Size of image space in each card. By default, the image space is 55x65 pixels. The user image is shrunk or stretched to fit the space. There are no valid values that you can enter in this field. |
| Behavior | |
| URL | Web address of the page that opens when you click a card. Use the part of the portal URL that references the page ID. For example, to navigate to the Service Catalog, enter ?id=sc_category. If left blank, clicking the card opens the page that is specified in the Page field. If the Page field is also blank, clicking the card opens the user profile page by default. |
| Page | Portal page that opens when you click a card. Use the page ID. If left blank, clicking the card opens the web address in the URL field. If the URL field is also blank, clicking the card opens the user profile page by default. Note: The URL field overwrites the Page field.
To specify a page rather than a URL, leave the URL field
blank. |