The org chart block is part of Airtable Blocks, a Pro plan feature. Blocks let you extend the functionality of your bases: you can use blocks 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 block 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 block, or read on for further information.
To create an org chart block, 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 block 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 block, you'll automatically get brought to the new block'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.)
Lastly, you can pick a Secondary field, which will add some additional information onto each record card based on the field of your choosing.
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 block.
Clicking on a record card will open up the expanded version of that record.
You can expand or contract records by clicking the gray chevron buttons below the parent records/above the child records.