OrgChart Now Help Guide

Table of Contents

Filters and Highlights

Audience

Audience: Any User Edition: Enterprise & Premium

Overview

The Filters and Highlights panel allows users to create Filters (which limit the information displayed in the chart) and Highlights (which highlight boxes) using simple formulas. 

This panel is accessed by selecting the More button in OrgChart Viewer and selecting "Filters and Highlights" from the Chart Settings drop-down menu.

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The Filters and Highlights panel is divided into two parts, outlined below.

Filters

In this area, you can set simple filters which control which types of employees are visible in your chart. These filters can be turned on or off in Viewer, making these types of positions visible or invisible at as desired. 

  1. To create a new filter, click the + button.

  2. Give the filter a unique name that will make it easy to identify and create the filter definitions using the "Add Fields" and "Add Value" buttons.

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  3. Save when finished.

Important

For assistance with the definitions, please contact the Help Desk at orgchartnow@officeworksoftware.com.

By hovering your cursor over the filter, you will see four icons appear:

Toggle Default Filter State

Use to apply the filter whenever the chart is opened.

Hide Filter

Use to hide the ability to toggle the filter on/off.

Edit

Use to edit filter name and definitions.

Delete

Use to delete filter.

Highlights

In this area, you can set simple conditions for highlighting boxes in different colors.

  1. To create a new highlight, select the + button.

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  2. Give the highlight a unique name that will make it easy to identify and create the highlight definitions using the "Add Fields" and "Add Value" buttons.

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  3. Click the Highlight Color icon to select the color to use for this highlight.

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  4. Save when finished.

Using Filters and Highlights

With the highlights and filters created, you can now toggle them on and off in Viewer.

  1. In Viewer, click on the Options icon.

  2. From the drop down menu, you can select Filters or Highlights.

  3. To turn on Filters, select the Filters option.

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  4. From the Filter Out list, you can click the filter you want to turn on. This will filter out records.

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  5. To turn on Highlights, select the Highlights option.

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  6. From the Highlights list, you can click the highlight you want to turn on. This will apply the highlight colors to the corresponding records.

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