Has anyone used Skuid to view org charts?
No offense, salesforce, but your org chart is ugly.
Has anyone done anything with org charts (Accounts or Contacts version) in Skuid and want to share?
Has anyone done anything with org charts (Accounts or Contacts version) in Skuid and want to share?
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Some Javascript for sure - but not super hard.
Any takers?
Create a Contact model (mine's named Employees) and include Id, name and ReportsToId fields. I'm using ReportsToId to build the hierarchy.
Then, add an 'in-line' javascript resource: You also need an external javascript resource to the following url: https://www.google.com/jsapi
Further documentation on the library: https://developers.google.com/chart/interactive/docs/gallery/orgchart?hl=en
Some CSS styles I used:
If I get any further with a different library I'll post again.
Happy Thanksgiving!
Great observation re: Ugly native Salesforce Org Charts.
Have you ever tried printing them? You can't (!) The other day I had to take a long screen shot extending below the part visible in the window and then convert to PDF, and crop the ugly parts out. That wasn't pretty as well . . .
Org Charts are so very important! We use Org Chart View all the time in Salesforce. We constantly map reporting relationships in Salesforce: doing so sheds serious insight on the people and company one is researching. Consequently, I wonder why Org Charts are left behind in Lightning. We have not transitioned to the Lightning platform for that very reason . . . and for the lack of Campaigns.
3 Luddite questions:
1. Is there a way to have the View Org Chart link that is on the native Salesforce page work in Skuid?
2. I have followed Louis Skelton's steps below. I regret to say I'm stuck - as in "now what" stage. After creating the CSS style, how do I get the chart to render on the page. (What component do I use and how do I then I refer to said model, javascript resource, and CSS.)
3. Regarding Peter Baeza's cautionary note on large charts. We are charting global companies . . .in most cases we stay VP and above. Our charts normally don't exceed 500 people. But at what point does "governor limits" become an issue? (Is this a reference to API calls or something else I need to "google" to understand?)
Kind regards,
Krista
The stuff I posted here really was a jumping-off point (after I lost interest... sorry...) so it won't be very robust!
Importantly, this is for the ReportsToId field that is a standard field on the Contact record - be sure to add it to your Skuid contacts model
Further notes to get this to work:
- Create a model which has the related contacts in making sure it includes Id, name and ReportsToId fields
- Amend the javascript I added in my post in two places. Firstly, where it says "Grab your Skuid model" swap 'Employees' (in parentheses) with the name of the model you created in (1). Secondly, change YOURSALESFORCEURL.COM for your Salesforce url (e.g. acme.my.salesforce.com)
- Add the external resource url as per screenshot below
- Add this to a page by adding a Template component (allow HTML) with the following template:
I've got to dash but can get back to you tomorrow if it's still not working. Once again, this was just messing around so it'd need further work for it to be ready to use.As for linking to Salesforce's own org chart - if you use this link in a redirect button on the contact:
https://YOURSALESFORCEURL.com/cntc/contact_hierarchy.jsp?id={{{Id}}}
Be sure to change {{{Id}}} to whichever the Id field is of the contact in the model, it might, for example, be {{{ContactId}}}. See second screenshot below: