OrgChart Now Help Guide

Table of Contents

Chart Settings: Filters and Highlights

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

The Filters & Highlights panel allows an administrator to define and update:

  • Filters – Filter allow users to dynamically hide/show chart boxes.

  • Highlights – Highlights allows users to dynamically differentiate boxes using a colored overlay.

Accessing Filters and Highlights

Select More > Chart Settings and then select the Filters & Highlights option.

Filters and Highlights Settings

The Filters & Highlights panel allows you to define multiple filters and highlights for a master chart.

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Filters & Highlights Section

The Filters & Highlights panel has the following options:

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Create a new Filter or Highlight.

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Set the left checkbox to set the filter/highlight on by default (e.g. filter is applied when chart is opened).

You can create a permanent filter (both checkboxes applied) that allow boxes to be counted in formulas but not shown in the org chart. 

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Hide filter/highlight from the Options menu (e.g. the filter/highlight is not available to the end-user but is applied).

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Hover over a row to edit a filter or highlight definition. See Creating or Editing a Filter/Highlight below.

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Hover over a row to delete a filter or highlight.

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Click on the color block to the left of a highlight to set highlight color.

Creating or Editing a Filter/Highlight

The Filters & Highlights editors are very similar.

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The following functions are available:

Filter/ Highlight Name

Set the name of your filter/ highlight.

Filter/ Highlight Definitions

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 from a list of available values. Highlight the field name (in the Field Definition editor) to enable the Add Value option.

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Click on the color block to set highlight color.

Save

Save your filter/ highlight.

Filter/Highlight Definition Examples

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

[Contractor]==”Y”

Filter out any record where ‘Contractor’ field value equals ‘Y’

[status]!=”Full Time”

Filter out any records where ‘status’ field value does not equal “Full Time".

[classification]==”Intern” || classification]==”Student”

Filter out any records where ‘classification’ field equals ‘Intern’ or ‘Student’

[classification]==”Intern” && [jobcode]==”C006”

Filter out any records where ‘classification’ field equals ‘Intern’ and jobcode field equals ‘C006’

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

Filter out any records where ‘Title’ field value starts with “Consultant”

Email orgchartnow@officeworksoftware.com if you need help creating a complex filter or highlight.