The org chart app is part of Airtable Apps, a Pro plan feature. Apps let you extend the functionality of your bases: you can use apps to bring new information into Airtable, visualize and summarize your records in colorful ways, and even directly integrate your Airtable bases with your favorite apps.
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.
Watch this video to learn more about how to set up and use an org chart app, or read on for further information.
To create an org chart app, you'll need to have a table containing at least one linked record field linking to the same table, i.e., a self-linking linked record field. Note that the org chart app only works with records linked in the same table; it is not intended for use with records on different tables.
After installing an org chart app, you'll automatically get brought to the new app's settings page. From here, you can specify the table and view containing the records that you'd like to map onto your org chart.
Next, you'll need to pick a self-linking linked record field to serve as the Relationship field, and specify either Children or Parent as the Relationship type.
- If, for the Relationship field that you picked, the record(s) that are being linked to are hierarchically below the record that is being linked from, pick Children as the relationship type. (An example of this might be if you have picked a field containing subordinates, or even actual children.)
- If, for the Relationship field that you picked, the record(s) that are being linked to are hierarchically above the record that is being linked from, pick Parent as the relationship type. (An example of this might be if you have picked a field containing supervisors, or even actual parents.)
If the view associated with the org chart has conditional record coloring, you can also choose to color-code the org chart cards with the same colors.
If your view includes an attachment field, you can choose to add a cover image to your org chart cards. If you have a cover image, you can also choose whether the images on the cover fields will crop (fill the entire photo area by zooming and cropping the photo) or fit (zoom out to show the entire photo.
Lastly, you can choose to add secondary fields, which will add some additional information onto each record card based on the field of your choosing. You can change the order in which the secondary fields appear on the cards by clicking and dragging the drag handles, or remove a secondary field by clicking the X button.
You can navigate your org chart by clicking and dragging, and you can zoom in or out by clicking the zoom buttons in the top left corner of the app.
Clicking on a record card will open up the expanded version of that record. This is where you can update fields such as Name, Title, and Department on the record from within the Org chart app itself. You can also update these fields on the grid view, and they will automatically update the Org chart app.
You can expand or contract records by clicking the chevron buttons below the parent records/above the child records. If you hold down the key while clicking, it will expand/collapse all nodes in a subtree.
To download your org chart as a PDF, click the Export PDF button.
Once you've exported the PDF, it'll appear in the default downloads folder designated by your internet browser or in the preferences for the Airtable desktop app. You can then open this PDF (using your preferred PDF reader application) and print it.