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 leverages data from user records to show the selected user’s position, their manager, and subordinates. This base system widget can be used as-is in your Service Portal or cloned and customized to fit your specific business needs.
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Using the widget
- Enter or select a user in the text input to visualize their organization hierarchy.
- Clicking on a user card opens that user’s profile page by default.
- You can customize the destination page or URL opened when clicking a card through widget instance options.
- The chart supports interactive features such as dragging cards to rearrange the layout and zooming in/out via magnifying glass icons or scrolling.
Instance options
These configurable options allow you to tailor the widget’s appearance and behavior on a portal page. Key configurable options include:
- User Background Color: Sets the color of the user card (default is lightblue). Accepts color names or Hex codes.
- Node Background Color: Sets the color of subordinate cards extending from the user card (default is azure). Accepts color names or Hex codes.
- URL: Specifies the web address opened when clicking a card. If set, this overrides the Page field.
- Page: Specifies the portal page ID opened when clicking a card if URL is blank. Defaults to the user profile page if both are blank.
- Data Card Fields: Displays user record fields on cards such as name, title, department, email, phone, and location (not configurable).
Other layout-related options (such as Table Layout, Row Layout, Line, Tree, and Picture Layout) are present but have no configurable valid values available.
Practical application for ServiceNow customers
By implementing this widget, you can provide portal users with an intuitive, visual representation of organizational structure, improving navigation and understanding of reporting relationships. Customizing colors and click behavior helps align the widget with your portal branding and user experience goals. The widget’s interactivity enhances usability, and its reliance on existing user data ensures accurate and dynamic organizational charts without additional data input.
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. |