Add Org Chart to a Standard or Custom Object

Squivr Org Chart can be added to the Lightning Record Page for any Standard or Custom Object.

1. From within the Lightning App Builder, select the page you want to add Org Chart as a component for
2. In the Components sidebar, find Org Chart Wrapper and drag onto the page
   Note: On the Account object, there will be two options for Org Chart components. "Org Chart" and "Org Chart Wrapper".  If the desired Org Chart is only the current account you are on, we recommend using just the "Org Chart" component. 
3. In the Org Chart Wrapper configuration section, if you are wanting to point the Org Chart to a different record then fill out the Parent Field with the other record lookup API Name.
   Note: This is not available when using just the "Org Chart" component.
4. Optionally, you can change the Org Chart Configuration. See here for additional details
   Note: You can use your own configurations if the default configurations do not suffice.
5. In the "Enabled Objects" section, you can choose either Parents, Children, or Parents and Children. For example, Parents would be just accounts on the org chart.
6. Save,

To Setup your custom Org Chart Configurations you can Navigate to the Org Chart Configuration Tab

To set up your custom Org Chart Configurations you can update Recipes or Create a New Org Chart Configuration.

If you need additional assistance on Org Chart Configurations please setup some time to connect via [e-mail]