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Choose a Relationship Format

Under Relationships, set Relationship format to match how your source stores who reports to whom. Then map the fields that format needs.

Every format produces the same graph: each person has at most one solid-line manager and any number of additional reporting managers. Org Chart does not model positions, vacancies, or interim occupants. The source must already be a flat SharePoint list or CSV that contains the people and relationship data you want drawn.

A notice may appear above Relationship format: Suggested mappings applied. This source resembles a {layout} layout. Review the selected relationship format and fields before publishing. That is a starting-point suggestion. Review every field before you publish. See Automatic Mapping Suggestions.

The five formats​

Manager IDs in one field​

One row per person. One field can hold several manager keys. The first ID is the solid-line manager. Remaining IDs are additional reporting lines.

Map Person ID and Manager ID(s). If a cell can hold more than one key, set Multiple-manager separator. See Map Person ID and Manager ID.

Solid and dotted manager fields​

One row per person. Separate solid-line and dotted-line fields.

Map Person ID, Solid-line manager ID, and optionally Dotted-line manager ID(s) (optional).

Repeated rows — first manager is solid​

The same person can appear on several rows, one manager per row, with no type column. The first row for that person establishes the solid-line manager. Later rows establish additional reporting managers.

Map Person ID and Manager ID. See Repeated-Row Files.

Repeated rows — relationship type field​

The same person can appear on several rows. Another column states what each row means. Row order does not matter. Under Classify relationship values, set each discovered value to Solid line, Dotted line, or Ignore.

Map Person ID, Manager ID, and Relationship type.

Manager lookup — SharePoint list only​

A person or lookup column that points at rows in the same people list. The list item ID is the person key. This option is for the Zenpo SharePoint starter template and compatible SharePoint lists. It is never offered for CSV.

Map Manager.

Shared rules​

  • Matching on Person ID and manager IDs is exact and case-sensitive on trimmed values.
  • Blank, NO_MANAGER, and -1 all mean no manager. That person is a root candidate. It is not an error.
  • The chart draws one selected hierarchy. Other root candidates appear as Unassigned and are not drawn. See Unassigned People and Unresolved Managers.
  • A row that reports to itself is skipped (reports to self). People in a circular reporting loop are skipped (circular reference).
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