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.

Organization Chart widget with David Loo selected and Bud Richman showing in the chart as David's manager. David is Alissa's manager.

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

Use the instance options to configure the Organization Chart widget for a portal page.
Note: There are no valid values for several instance options. By default, you can set only the following 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.

User background color is red

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.

Node background color is yellow

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.