Creating an organization chart

This topic illustrates how to create an organization chart. You can display an organization chart on a new custom tab for each entity record you want. Below is an example organization chart:

The following example shows how to display this chart on a new tab for each Company:

  1. Create a custom ASP file that contains the following code:
    Copy
    <!-- #include file ="sagecrm.js" -->
    <html>
    <body>
    <%

    // Get the orgchart block and store it in the org variable.
    var org;
    org=CRM.GetBlock('orgchart');

    // Add the chart title. If you omit the Title parameter, no title is added.
    org.OrgTree("Title","My chart");

    // Optionally, specify an icon for the top-level box in the chart.
    // org.OrgTree("EntityIcon","C:\\FileName.bmp");

    // Optionally, specify a custom background for each box in the chart.
    // org.OrgTree("EntityImage","C:\\FileName.bmp");

    // Add the top level of the chart (CEO).
    org.OrgTree("Add",",CEO,false,");

    // Add Marketing Manager.
    org.OrgTree("Add","CEO,Marketing Manager,true,");

    // Add Personnel Manager.
    org.OrgTree("Add","CEO,Personnel Manager,true,");

    // Add Marketing Assistant 1 and Marketing Assistant 2.
    org.OrgTree("Add","Marketing Manager,Marketing Assistant 1,true,");
    org.OrgTree("Add","Marketing Assistant 1, Marketing Assistant 2,true,");

    // Define the style of connectors in the chart. You can use Arrow, Ray, or Line.
    org.OrgTree("LineStyle","Ray");

    // Define the style of boxes in the chart. You can use Square or Round.
    org.OrgTree("BoxStyle","Round");

    // Optionally, define the overall chart height. To use the default height, omit this line.
    // org.OrgTree("FullBoxHeight","150");

    // Optionally, define the overall chart width. To use the default width, omit this line.
    // org.OrgTree("FullBoxWidth","250");

    // Optionally, define the height of each box in the chart. To use the default height, omit this line.
    // org.OrgTree("BoxHeight","50");

    // Optionally, define the width of each box in the chart. To use the default width, omit this line.
    // org.OrgTree("BoxWidth","100");

    // Specify if you want to use animation to display the chart.
    // org.OrgTree("Animation","True");

    // Specify if you want to display chart legend.
    org.OrgTree("ShowLegend","False");

    // Show your chart on the screen.
    CRM.AddContent(org.Execute());
    Response.Write(CRM.GetPage());

    %>
    </body>
    </html>
  2. Save the ASP file in the CustomPages folder in the Sage CRM installation directory.
    The default location of the CustomPages folder is %ProgramFiles(x86)%\Sage\CRM\CRM\WWWRoot\CustomPages.
  3. Create a new tab and link it to your ASP file:
    1. Log on to Sage CRM as a system administrator.
    2. Go to <My Profile> | Administration | Customization.
    3. Click Company, and then click Tabs.
    4. In the Tab Group Name column, click Company.
    1. Under Properties, use the following options:
      • Caption. Enter the new tab name.
      • Action. Select customfile.
      • Custom File. Enter the name of the custom ASP file you created in step 1 of this procedure.
  4. Click Update, and then click Save.

You can view the created organization chart on the new tab you created for each Company record.