Structural Charts
NEW IN 4.2 Linchpin User Profiles is compatible with Confluence’s Dark Mode. Yay!
Structural Charts
You can now display a visual representation of the connections within your company in the new “Structural Chart” tab within the People Directory. (If the profile fields are configured accordingly by your administrator.)
Please note that the Structural Charts, unlike Org Charts, is not displayed in the user profiles. Structural Charts can be accessed in the people directory, and we are planning to display them in profiles as part of a future release.
You can move the Structural Chart via drag & drop / panning.
Use the arrow buttons (hover the mouse over the nodes to reveal them) to close or open hierarchies.
Use the slider to control the zoom level.
The Hide users button will hide all users, so that only the pre-configured nodes (here: Company Inc., HR, IT, Marketing) will be displayed.
The Center view button will center the Structural Chart again, if you moved it previously.
The Reset view button will reset all changes you made (positioning, zoom level, opening new branches) and display the default view.
The group icon in the lower right corner of each node will toggle display of that node’s user list.
For example, clicking on the HR group icon will hide all users connected to HT (pwinter), and another click will display this user list again.
Please note that if Space Privacy is active on your instance, only members of an internal group (and administrators) will have access to Structural Charts!
Configure Structural Charts
For Structural Charts to work, you have to activate them first.
Navigate to Confluence administration → Linchpin → User Profiles → Org Charts → Settings for Structural Chart.
Activate the Activate Structural Chart slider button.
If you use the Structural Chart for the first time, you should see one default “Company” node.
Hover with your mouse over the node. An edit button will appear.
Click on the Edit node button.
Designation
Enter the name of the node here. Whatever text you enter here will be displayed within the node.
Add link (optional)
You can make the node clickable and link to an URL of your choice.
If you choose to enter an URL, the node text will become clickable and there will be an extra “open in new tab” button displayed.
Connected profile field
This input field is where the magic happens. Here, the Structural Chart receives its functionality.
Select a profile field which will act as a data source.
The Structural Chart currently supports these profile field types: Select, Multiselect, Text input, Multiline text.
The Structural Chart will display all users with values matching the selected profile field (and profile field value).
Field value(s)
Select what profile field value should be used to display users.
For example: If your connected profile field is Department, your field value could be Human resources.
You can enter multiple field values.
Combining conditions
You can combine conditions! If you want a node to display users whose data matches multiple sources, click on the Add connection button while editing the node.
Now, select a new profile field and its value(s)
You can decide if the data should fit both values (AND) or at least one value (OR).
You can configure your node to include more than one combination of conditions.
In such cases, the following rule always applies: AND overrules OR and is always applied first.
Example:
(condition 1 AND condition 2) OR (condition 3)
(Department: Technologies AND Department: Support) OR (Department: IT)
In this example, the Structural Chart would use this logic: Find either people from both departments, “Technologies” and “Support” or find people from the department “IT”.
Translate the Structural Chart
You can translate the name of every node of a Structural Chart.
To do so, click on the edit button inside a node.
Now, click on the Translate to further languages button.
Select a locale and click on the + Add button.
Enter the translated text and click on the Save button.
The Structural Chart macro
NEW IN 2.26
You can display the Structural Chart on any page, now.
Insert the macro into any page and configure it to display an Structural Chart wherever you want.
Configuration
In the Root node input field, select the node which should be at the top of the Structural Chart.
In the Depth section, select how many levels should be displayed initially by the macro. Those depth levels can be changed anytime when viewing the Structural Chart.
Finally, enter the desired height of the macro in pixels (px).
Once you’re done, click on the Insert button and publish the page.
Good to know
XML sync and case sensitivity
Both XML sync and Linchpin User Profiles functionality are case sensitive as far as usernames are concerned! Please make sure that the username which is synced via XML corresponds to the case style your colleagues use within their profile field configuration.
An XML sync will import the given values, e.g. exported from an AD or other data source, exactly as given and not perform case-insensitive matching to users. This means that should these values not be identical, a function might not work as intended and search queries in structural charts will not be able to find those users.
Let’s take a look at Org Charts.
If the supervisor is called Dirk Example, and the users enter Dirk.Example as their supervisor’s username, the user needs to be called exactly Dirk.Example within your XML source as well (please note the large initial letters, which are also called Upper Camel Case).
If Dirk Example instead were named dirk.example (with small initial letters) in your XML source, the import would succeed, but queries from Org- and Structural Charts won’t display relations involving this user, resulting in unexpectedly missing user information.
Initial node state: displayed or collapsed user list
Depending on system and chart configuration, structural charts are likely to contain many users. Because of this, pre-loading and displaying all connected users for each node displayed in the macro or people directory view is limited to the first three levels counting from the top, i.e. the configured root node / Starting Point for your macro, or the topmost global node for your People Directory structure chart in the Diagrams administration.
Levels 4 and deeper still show all configured nodes, but their user list is collapsed by default, so users will need to click on the respective group icons to toggle user list display.
This cutoff point at depth 3 is independent of the configured depth (how many levels are visible initially). Unlike the depth itself, the pre-loading cutoff cannot be adjusted.
Configure the displayed profile field
Below the full name of all displayed users, there is one line of additional profile information that’s displayed in the user panels. To determine which profile field should be displayed, Linchpin User Profile looks for the field that is configured as subline in the profile header. For more details, refer to our Subline in Profile header documentation.
Problems when using hidden profile fields
A profile field that’s configured as hidden in the profile editor of Linchpin User Profiles will, for technical reasons, not be able to find any data queried by structural charts. This is due to the current implementation of hidden fields, which are not written into the Confluence search index and thus cannot be found by CQL queries.
This means that if some queries rely on fields which are configured as hidden, the resulting charts will be missing the results of those queries. Using hidden profile fields as part of structural charts is thus not recommended.
Link to this page: https://seibert.biz/structuralcharts
