Multi assistents


#1

Hi

Is it possible to add more than one assistent to a person?

And if it is how should the assistents column be configured using a Sharepointlist for org. Chart

Charlotte Cramer


#2

Hello Charlotte,
Unfortunately, Org Chart doesn’t support multiple assistants to the same person out of the box.

If you still want to use the feature to show assistants, I recommend you to set up a lookup field to do so.

Best regards,
Andre Lima
Plumsail Team.


#3

ok, could you elaborate about set up a lookup field? We need this functionality so it would be fine to accomplish this.


#4

Hi @chacr,

Please review this article for more information about configuration of assistants.

If you use SharePoint list as a data source and list item ID as an ID of an employee, you can create a lookup field in your SharePoint list, that looks at the list itself. Then pick this new column as Assistant field in Org Chart fields mappings.


#5

Yes but a lookup field only gives possibility for 1 assistent to 1 person. The Assistent field only takes the first id of the column.


#6

Hi @chacr,

I’m sorry for the confusion. I described a way to configure regular assistants. As @andrelima mentioned above, multiple assistants are not supported in Plumsail Org Chart.

Our paid support team can add this functionality for you. Please send a message describing your case to [email protected] if you are interested in it.