Subordination Tree Widget

The Subordination Tree widget visualizes your company's data stored in the Company (org_company) and Employee (employee) tables of the Simple Application.

The widget displays only the employees whose records have the Active checkbox selected.

tip

Role required: employees with access to the agent interface can view their company's structure.

Search by keywords

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You can search by keywords, for example, to quickly find an employee or a department in the company's structure.

note

Search requires at least two characters.

To find an employee profile, complete the following the steps:

1. Navigate to Organization → Organizational structure → Subordination tree.
2. Specify the employee's first and last name in the filter field located in the upper-right corner. You can also search for the employee profile manually. Click the icon to expand the branches until you find the unit of the employee you are looking for.
3. (optional) Click the icon to collapse the branches you do not need. To collapse the expanded tree altogether, click the icon located in the upper-right corner.
4. Click the employee's name to view their profile.

Find your position

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You can quickly find your position in the subordination tree. To do this, click the icon in the upper right corner of the page. Your position will be highlighted and displayed in the middle of the screen.

To remove the highlight, click on an empty space. The highlight will also be removed when you press a key on the physical keyboard.

Configure widget instances

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tip

Role required: admin.

In the out-of-the-box solution, the widget instances display the following employee data:

• First name and last name
• Job title
• Company name

To change the values for widget options, follow these steps:

1. Open either widget instance:

   • The portal widget instance: \{your instance URL}/record/sys_widget_instance/172474661516092990.
   • The agent interface widget instance: \{your instance URL}/record/sys_widget_instance/172484869313508415.

2. In the Schema option values field, specify the widget parameters in the JSON format.

   Configure Schema option values

   {
       "fixedCondition": "(company.class=internal)",
       "additionalFields": "middle_name,email,timezone_id"
   }

3. (optional) Replace internal with the appropriate value from the Class (class) column of the Companies (org_company) table.

4. (optional) Replace middle_name,email,timezone_id with the appropriate String- or Reference-type fields from the Employees (employee) table. Separate the values with commas.

5. Click Save or Save and exit to apply the changes.