OrgChart Now Help Guide

Table of Contents

Filters and Highlights

Audience

Audience: Administrators

Overview

The Filters & Highlights panel allows Administrators to define and update:

  • Saved Filters – User-defined filter that removes employee records (matching the filter criteria) from the chart.

  • Highlights – User-defined highlight that illuminates employee records (matching the filter criteria) in the chart.

Accessing Filters and Highlights

Select More > Chart Settings and then select the Filters & Highlights option from the left side menu.

5_2_1_CS_FiltersandHighlights_Arrow.png

Options

The following options are available in the Filters & Highlights panel:

5_2_RoundPlus_icon.png

Create a new Filter or Highlight.

5_2_BluePencil.png

Edit the configuration of the selected Filter or Highlight.

CheckBoxFH.png

Check to enable the selected Filter/Highlight by default, applying it when the Master Chart is opened.

EyeIcon.png

Hide selected Filter/Highlight from the Saved Filters or Highlights panel.

The Filter/Highlight cannot be toggled on/off by the end-user.

Trash_newIcon.png

Delete the selected Filter/Highlight.

Creating & Editing Filters/Highlights

Filters and Highlights are defined and edited in the Filters Editor and Highlights Editor respectively.

To enter the Filters Editor/Highlights Editor:

Click on the 5_2_RoundPlus_icon.png icon to add a new Filter or Highlight. The Filters/Highlights Editor is displayed.

Click on the 5_2_BluePencil.png icon to edit an existing Filter or Highlight. The Filters/Highlights Editor is displayed.

The following functions are available:

Filter/ Highlight Name

Set the name of your Filter/ Highlight.

Filter/ Highlight Definition

Create the logic for your Filter or Highlight. See Filter/Highlight Examples below

Add Fields

Add a field from the list of available Fields.

Add Value

Add a value directly from the data source.

Highlight the field name (in the Field Definition editor) to enable the Add Value option.

HighlightBox.png

Click on the color block to set Highlight color.

Save

Save your Filter/ Highlight.

Filters & Highlights Definition Examples

The syntax for creating definitions is the very similar to JavaScript syntax.

Important

When writing the definitions for a Filter, remember that records matching the Filter's criteria are removed from the chart.

When writing the definition for a Highlight, remember that records matching the Highlight's criteria are illuminated in the chart.

[Contractor] == ”True”

FILTER OUT records when Contractor field equals True

[Status] !== ”Full Time”

FILTER OUT records when Status field does not equal Full Time

[Classification] == ”Intern” || Classification] == ”Student”

FILTER OUT records when Classification field equals Intern OR Student

[Classification] == ”Intern” && [Job Code] == ”C006”

FILTER OUT records when Classification field equals Intern AND Job Code field equals C006

[Title].indexOf("Consultant") == 0

Filter out records when Title field value STARTS WITH Consultant

Note

Note: Administrators can control access to certain Filters & Highlights when configuring Access Groups. Reference the Account Settings: Access Groups article for more information.

Log a ticket with OrgChart Now Support if you need help creating a complex Filter or Highlight.