Content Publishing Organization Chart filter - Help filtering users...

Daniel Shock · ‎08-30-2022

Good afternoon, Experts.

We are looking to utilize the org chart widget from Content Publishing app as an employee directory. The problem is, the employee search field searches all active users. We have multiple types of users. customers, dealers and employees. I would like to limit the employee search to users in our company...but so far it has eluded me. I have cloned the org chart widget... but the scripting in there is a little too much for me to parse.

Can anyone point me in the right direction? And if I was already on the right track with the widget clone... maybe suggest how I might modify the code to filter out the users we don't want?

Thank you!

Additional Progress:

Well...NOW I see that there is another section called "Eligible Users" where you can define parameters for the users that show up in the org chart. However, even though I have created one...and activated it...and marked it default.... it has no effect on the results of the Org Chart... Same with the profile card configuration.

Any insight as to why that might be?

Thank you!!

Vamsi Sreenivas · ‎08-31-2022

Hi @Daniel Shock , try updating the below piece of code in HTML of your cloned widget:

<sn-record-picker field="c.user" table="'sys_user'" default-query="PLACE YOUR QUERY HERE" display-field="'name'" value-field="'sys_id'" 
                    display-fields="'email'" search-fields="'name'" page-size="100" >
    </sn-record-picker>

in default-query attribute add the query you want to use/filter sys_user table.

Regards,

Vamsi S

Daniel Shock · ‎08-31-2022

Vamsi, thank you - that DOES work for the old Organization Chart widget...but there is no equivalent code to replace in the new ones. Sorry I should have been more specific.

Vamsi Sreenivas · ‎08-31-2022

@Daniel Shock , I do not see those widgets in my instance. Can you share the HTML code for those widgets or which plugin adds those widgets?

Daniel Shock · ‎08-31-2022

just illustrate: When I type in gmail...there should be no results. Everyone in the company has a company email address.