Note: For use with Premium Directory Package; applies to both Hybrid and Online environments. Advanced Profile Features will need to be enabled within Hyperfish.
The Directory Live Directory Web Part brings together employee information into an easy to use search experience within Office 365. Live Directory leverages the accurate and up to date employee information that Directory provides. Additionally, the Personalized Org Chart feature revolutionizes the way you can view and manage your company's entire directory.
Search Bar and Filter Criteria
Once you have successfully implemented the Live Directory Web Part in your SharePoint or Teams site, your web part should look similar to the image below.
The search bar (highlighted in blue on the image above) allows you to search for a specific user by name or subset of users based on single or multiple attributes. The search bar can perform partial searches on any attribute being utilized by Directory. You can also set what attribute you would like to sort by and whether or not the results come back in alphabetical order.
By selecting Filters, you can set what filters you would like to filter your search results off of. This filter list will provide any of the attributes currently being used by Directory. You can also set the order by which your results are returned by selecting the "Sort By" button and selecting one of the dropdown options. The default sort by is displayName.
There are 5 main sections within the configuration pane. The Search Options section allows your team to set a preset filter so when users navigate to the page the web part is on, it will display a default set of search results. You can specify like the image above illustrates what filters you would like set and then in the configuration pane of the web part, select "Set current search as default". You can additionally Hide the entire Search UI. This will can be utilized if you would like the web part to only display a certain team or region on the SharePoint page.
The results view option provides a breakdown for how you would like user results to be displayed. Also, you can select how your users can interact with this information. Such as enabling or disabling the ability to export the results to a CSV. Disable the option to view the more detailed modal view. In this section, you can also set the number of items return per page. As well as set the height of the web part
Profile Card Settings
Profile cards display a set of attributes relating to a specific user. When performing a search, profile cards for each user matching the search string will populate.
Here's an example of what a search result with profile cards could look like:
You can edit the attributes shown on the profile cards by navigating to the Card Fields section of the configuration pane.
Table View Settings
If you would rather view search results in a table view over the profile cards, you can do so by selecting the icon highlighted in red in the image below. Within the configuration pane, under Table Options you are able to edit which attributes are shown in the table view, as well as the order they are in. Lastly, you can tab between the table and profile card view at anytime you are looking at the results of a search. By selecting the table icon, your results will now show in a table format like the example shown below.
Note: The option to export your results to an Excel spreadsheet on the right hand side of the image above. This can be useful if you wish to save a department or group of users locally on your machine. This feature can also be disabled in the settings.
If you wish to edit the table options, you can do so by editing the web part, and navigating to the configuration pane. Under 'table options' you can adjust the order and which attributes are displayed on the table.
Theme Color Settings
Within this section you can provide custom theme colors that match your SharePoint page. Creating a more unified experience for your end users.
Personalized Org Chart
Whether you are viewing your search results in the profile or table view, you'll notice there is an icon on each user that looks like this:
If you select this for any given user, it will illustrate a personalized organizational chart view. Whichever user is selected will become the focus of the Personalized Org Chart.
For example, if Alan Steiner's Org Chart icon is selected from his profile card, the following Org Chart will appear with Alan at the center. You can identify who is in the center by the Org Chart as their org chart icon will no longer be visible on their card.
From the Org Chart view, you can select any user and this will display their profile card. If you have any questions on the functionality or a feature request, please reach out to Directory Support at email@example.com