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Org Chart Configurations

The default behavior of Squivr Org Chart (see Account and Contact Hierarchy) offers an interactive experience for viewing an Account Hierarchy and all of the Contacts that are directly related to one of those Accounts. This behavior perfectly supports Account level use cases where the focus of relationship management efforts is on the people who have a direct relationship with the organization. 

To accommodate additional use cases, Org Chart Configuration allows you to customize the experience for each instance of the component that lives on a Lightning Page. Creating Org Chart Configuration records is easy and, with the current package version, there are many ways in which you can modify behavior. Once created, all you need to do is update the Org Chart component from the Lightning App Builder.

For additional Org Chart Configuration options, see Modify Detail Panel Tabs

Defining Org Chart Configurations

  1. From the App Launcher, navigate to Org Chart Configurations to create a new configuration
  2. Complete the form
    • Name: The name appears in the available configurations list when adding the Org Chart component from the Lightning App Builder
    • Default Configuration Options: This allows you to select a one of our default configurations as a template
    • Allow Configuration Menu: This will add your new configuration to the list of available configurations on the configuration menu
    • Allow Parking Lot: This will determine if the configured object can use the Parking Lot. In addition to this, the object will need a Parking Lot Reason field. Accounts and Contacts are supported without additional configuration.
    • Disable Parking Lot Prompt: This will remove the prompt to remove independent records when there are more than 200 independent records.
    • Allow Global Search: Enables the Object in the Org Chart Configuration to appear in the Global Search Object list. If the Org Chart Configuration is the parent configuration, it will only appear if the Self Reference Field is populated.
    • Restrict Global Search to Hierarchy: Restricts the search capability to search the current hierarchy. If this is not enabled, it will search globally in Salesforce and respect any filter that is on the Org Chart Configuration.
    • Default Global Search Object: If true, the object listed on the Org Chart Configuration will be the default object selected in the Global Search.
    • Allow Export: This will determine if Users can export the Org Chart
    • Active: If true, this configuration is available to apply to the Org Chart component
    • Is Draggable: This will allow the user to re-parent the card

      Object Mapping

    • Hierarchy Object: The object in which the Org Chart hierarchy is being built from. This is what will appear at the top of the Org Chart
    • Self Reference Field: This is the self referencing look-up field that determines how to build the hierarchy. An example of this would be the "Reports To" field on the contact
    • Primary Display Field: The first/top field that is displayed on the card
    • Secondary Display Field: The second/bottom field that is displayed on the card
    • Parent Id Field: The field of a different account that you want to represent other than the record you are on 
    • Filter Criteria: Optional input. See here for Org Chart Configuration Filter specific documentation.  

      Card Configuration 

    • Override Detail Panel Tabs: Allows you to add or removes tabs from the Detail Panel Tabs
    • Available Org Chart Layout Options: Allows you to choose what layouts are available in the Template Style Toggle button
    • Selected Card Footer Items: Allows you to choose to have the Create Menu and/or the LinkedIn button to be available at the bottom of the Card 
      • NOTE: If you installed before version 2.63 and want to use the Color Palette on custom configurations, you will need to add Card Color Palette to the available options. Navigate to Setup > Object Manager > Org Chart Configuration > Fields & Relationships > Selected Card Footer Items and add the value Card Color Palette.
    • Selected Create Menu Items: If the Create Menu button was added, what appears once pressing it can be selected here. Options currently are: Parent Object, Child Object, Opportunity Object, Task Object
      • Note: The "Send Email" option on the Contact object will open up the default email composer that is currently set on your browser
  3. Save

Applying a Configuration to the Org Chart Component

  1. From the Lightning App Builder, navigate to the page where you want to add or modify the Org Chart component
  2. If Org Chart is not already on the page, locate the Org Chart Wrapper component and drag to the desired location
  3. Update the Org Chart Configuration value accordingly- Doing this will set the default/landing configuration
  4. Save the page (make sure to activate if you want these changes to be available immediately)


    mceclip0.png

Using Configuration Menu

  1. On the lightning component, on the top left click the Configuration Menu
  2. Select the desired configuration
    • Do note that the configurations available are the ones that selected "Allow Configuration Menu" 

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Updating an Org Chart Configuration Example

Let's say you have a Org Chart configuration already set up. You realize that on your cards that it would be better to surface a different field. If we take the contact card as an example, we will go over how to change the "title" field to "department".

  1. Go to your existing configuration
  2. Since we are viewing a Account & Contact Org Chart, we will want to go to the child tree object portion at the bottom of the configuration page to edit the contact cardmceclip0.png
  3. Under "Object Mapping", change the field under "Secondary Display Field" to "Department"mceclip1.pngmceclip2.png
  4. Click Save 

Disabling the Ability to Export

If you are wanting to disable the ability to export, you can do so on a per Org Chart configuration basis. This means that on any of your custom configurations, you can easily do this.

  1. Go to the "Org Chart Configuration" tab. If you do not see it in the Squivr app, you can either add the tab or simply go to the app launcher and search "Org Chart Configuration"
  2. Go to the configuration that you want to modify.
  3. On the top of the configuration, the "Allow Export" should be set to True. Simply click it to change it to false. 
  4. Click save. 

NOTE: Disabling the export feature can only be done on a custom configuration, not a standard configuration that is prefixed with " Squivr: ". 

 

 

Additional Resources

To learn more about different configuration options, please see the following articles.

Org Chart with Account Contact Relationships

Org Chart with Opportunity Contact Roles

Org Chart Terminology & Iconology

Available Org Chart Configurations

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