The Org Chart app can visually represent the hierarchical relationships between like items. You can use it to map the relationships between individuals at an organization, visualize team structures, or chart any hierarchy of linked records within a single table.
To use the Org Chart app, you'll need a table containing at least one linked record column configured to link to the same table (a self-linking linked record column). In our example, this column will be used to associate employees with their managers.
Note: The Org Chart app only works with rows linked within the same table. It is not intended for use with rows on different tables.
If you don't already have a self-linking linked record column, start by clicking the + button next to your last existing column to create a new column. Choose the Linked Record column type, and make sure to choose the same table where you're adding the column (as opposed to linking to a different table).
Once you've added the linked record column, you'll need to decide on its relationship type in the context of the org chart. Because an org chart is a hierarchy, a common way to describe the relationship between one row and another is as a "child" or "parent."
Using an employee org chart as an example, there are scenarios to choose from:
Scenario 1: Parent column – An employee (the "child") can be linked to their manager (the "parent"). In this scenario, the linked record column for any given employee will contain a link to the record with their manager's name. The linked record column is considered a "parent" column.
How you configure the linked record column is up to you and what works best for the information in your stack. Once you've decided, link the appropriate rows and then add the Org Chart app.
Open your Stackby home screen.
Create or open the stack where you want to install the Org Chart app.
Click Apps in the upper-right corner or from the stack toolbar.
Click Apps Marketplace.
Search for and locate the Org Chart app.
Click Add app.
After installing the Org Chart app, you'll automatically be brought to the app's settings page. First, specify the table and view containing the rows you'd like to map onto your org chart.
Under "Relationship column", select the self-linking linked record column in your stack that serves as the parent or child relationship.
Scenario 1: If the row(s) being linked to are hierarchically above the row being linked from, pick "Parent" as the relationship type. In our example, this means the linked record column would contain a link to each individual employee's manager.
Under "Relationship type", select Parent based on the scenario you are using.
Under "Row color", you can select None or By view. Selecting By view will color each person's card in the org chart based on any coloring settings configured in the source view.
The "Cover image" setting can display an image of the person by leveraging an attachments column in the view you are using as the source. The view must contain an attachments column in order to use this setting.
Next, pick any secondary columns you want to display additional information on each row card. You can change the order in which secondary columns appear on the cards by clicking and dragging the drag handles, or remove a secondary column by clicking the X button.
Click Done when you are finished configuring the Org Chart app.
You can navigate your org chart by clicking and dragging, and zoom in or out by clicking the zoom buttons in the top-left corner of the app.
You can expand or contract rows by clicking the chevron buttons below the parent rows/above the child rows. Hold down the key while clicking to expand or collapse all nodes in a subtree.
To download your org chart as a PDF, click the Export PDF button.
Once exported, the PDF will appear in your default downloads folder. You can then open this PDF using your preferred PDF reader application and print it.
If you accidentally link a row to itself, you'll receive a message that there is a loop error. This error occurs because in the Org Chart app, a row must be linked to a different row—not to itself. For example, if your org chart represents a manager–employee relationship, an employee cannot be their own manager.
This error can be fixed by removing the linked record(s) that link a row to itself.
How do I remove someone from the org chart I'm building?
While setting up the Org Chart app, you choose the view you'd like the app to pull data from. If you'd like to exclude someone from your org chart, create a new view that filters out individuals based on a condition you set. Then, in the Org Chart app's settings page, choose the newly created filtered view to display in your app.
Is it possible to add "sub-orgs" to an org chart?
It's generally not possible to add sub-orgs that report to other parts of the org in the Org Chart app. However, it may be possible to accomplish an org chart-like experience with nested records in a List layout in App Builder. In list layouts, a team could be linked to multiple business units or orgs.
Can I edit row data directly from the org chart?
Yes. Clicking on a row card in the org chart opens the expanded row detail view, where you can edit column values such as Name, Title, Department, or any other column you have permission to modify. Changes are saved back to the table immediately.
Does the Org Chart app work across multiple tables?
No. The Org Chart app only supports rows linked within the same table (self-linking linked records). It does not support cross-table hierarchies. If you need to represent relationships between rows in different tables, consider using the Timeline or Kanban layouts in App Builder.
Can I print a large org chart across multiple pages?
When you export the org chart as a PDF, it will export at the current zoom level. For very large org charts, you may want to zoom out before exporting to ensure the entire chart is captured. Once you have the PDF, you can use your PDF reader to print across multiple pages.
