Customize the Order of Direct Reports in Organization Charts
You can now customize the order of direct reports under the same manager in Company Organization Chart and Calibration Organization Chart.
Admin Center 
Company System and Logo Settings Company System Settings
and create an entry of custom order under the Org Chart
Display Overrides MDF object in Manage Data.
Here's a screenshots of what the Admin Center option looks like:
Here's an example MDF entry for customized display order:
We wanted to provide more flexibility for customers to display employee relations in organization charts.
Role-Based Permission Prerequisites
You have the following permissions:
-
Administrator Metadata Framework Manage Data, select View, Edit, and Import/Export.
-
Under
User Miscellaneous Permissions Org Chart Display Overrides, select View, Edit, and Import/Export. -
Under
User Miscellaneous Permissions Org Chart Display Overrides.Direct Reports (Org Chart
Report), select View, Correct, Create, Adjust Order, and Delete.
What's Changed
In the current version, you can customize the display order of direct reports under the same manager.
In the previous version, the display order of direct reports couldn't be customized.
Technical Details
|
Reference Number |
PLU-5375 |
|
Product |
Platform |
|
Module |
Platform |
|
Feature |
Organization Chart |
| Action |
Info only |
|
Configuration Type |
Admin Opt-in |
|
Link to Demo |
Customizing the Display Order of Direct Reports in Organization Charts |
|
Lifecycle |
General Availability |
|
Type |
New |
|
Major or Minor |
Major |
|
Modular Business Process |
Not Applicable |
|
Software Version |
1H 2022 |
|
Valid as Of |
2022-05-20 |
|
Latest Document Revision |
2022-04-08 |