Configuring the Profile View
Tagged With: Views, Configuration
Last Updated: July 2024
The profile view defines what is shown to the user when they select a person. Edit the web part and navigate to page 4 of the web part property pane to configure the profile view.
On this page:
Display Fields
Defining the display fields control which properties from the user profile are displayed when a user is viewed inside the directory. From page 4 of the web part properties pane, click the “Display Fields” button to open the field wizard.
BEST PRACTICE: When adding Manager and/or Direct Reports to the profile view, consider using the Person and Person List display formats respectively. This displays the users as clickable widgets that allow a user to navigate up and down the reporting hierarchy of the organization from within the profile view.
Adding Fields
Click the “New Field” button and select the field to be added.
Select whether the label (field name) should be hidden
Select the field Display Format
Select whether the field should be hidden if empty.
Display Formats
The field’s display format determines how the value is rendered.
Text: The default value for most fields, displays the value in plain text.
Text (Years of Service): Available on Hire Date only, displays the user’s hire date and years of service with the company (eg: “April 1st (7 Years)”).
Inline List: Displays the value of lists, or multi-person fields (eg: Direct Reports), as a comma separated list.
Bulleted List: Displays the value of lists, or multi-person fields (eg: Direct Reports), as a bulleted list.
Person/Person List: Displays the value of person or multi-person fields (eg: Manager, Direct Reports), as a clickable person widget with a photo.
Ordering Fields
Fields are shown in the wizard in the same order they will be shown to users when using the web part. Reorder fields by clicking the up and down arrows.
Deleting Fields
To delete a field, click the trash can icon, and then confirm that you wish to delete the field.
Photo Options
Inherit settings from directory
When set, uses the same photo shape and style as the directory view.
Photo Size
Indicates the size of photo to display (Normal, Large, Extra Large).
Profile Actions
Profile actions can be enabled to reduce the friction of employee communication by allowing a user to send an email, start a Microsoft Teams chat, or initiate a phone call with another user directly from the profile view in the directory.
Email: Launches the user’s default email client to compose an email addressed to the active person.
Teams Chat: Launches a new chat within Microsoft Teams with the active person.
Call (Work): Uses the default SIP client on the user’s computer to initiate a voice call with the active person’s work phone number.
Call (Mobile): Uses the default SIP client on the user’s computer to initiate a voice call with the active person’s mobile phone number.