Organization Chart widget
Summarize
Summary of Organization Chart widget
The Organization Chart widget displays employees in a hierarchical tree structure based on their managerial relationships. It enables you to view a selected user's manager and subordinates, facilitating clear visualization of organizational structure within your portal. The widget is provided as a base system component that you can use directly or clone and customize to meet your specific business requirements.
Show less
Using the widget
- Enter or select a user in the input field to display their organizational hierarchy.
- The widget pulls data from the User [sysuser] record to build the chart relative to the chosen user.
- Clicking on an employee card opens that user’s profile page or a specified page/URL configured in the widget.
- You can drag cards to rearrange the chart layout for better visualization.
- Zoom controls and mouse scrolling allow adjusting the zoom level of the chart view.
Instance options and customization
The widget offers configurable instance options primarily for visual presentation and navigation behavior. Key configurable options include:
- User Background Color: Set the color of the main user card (default: lightblue).
- Node Background Color: Set the color of subordinate nodes branching from the user card (default: azure).
- Data Card Fields: Specify which user record fields appear on each card (default includes name, title, department, email, phone, and location).
- URL and Page fields: Define the target page or URL that opens when clicking a card. The URL field takes precedence over the Page field; if both are blank, the user profile page opens by default.
Other styling and layout parameters like card size, text alignment, line color, and image size are predefined and not editable via instance options.
Practical benefits for ServiceNow customers
- Quickly visualize and navigate your organization’s reporting structure directly from your portal.
- Customize appearance and navigation behavior to align with your branding and user experience goals.
- Improve employee directory usability by providing interactive, drag-and-zoom enabled org charts.
- Leverage the widget as-is or clone it for tailored functionality within your Service Portal environment.
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. |