OrgChart Now Help Guide

Filters

Overview

Users can filter records in and out of the Master Chart while navigating in Viewer or Workbench mode.

OrgChart now offers two Filter types:

Accessing the Filters Panel

  1. Click on the 5_2_Viewer_Filter.png icon when in Viewer or Workbench mode.

  2. The Filters panel is displayed on the right side of the screen.

    5_2_1_Interactive_Filtering.png

Applying Saved Filters

  1. Check the checkbox to the left of a Saved Filter to enable it.

  2. Optionally, enable more than one Saved Filter to compound the results.

  3. Uncheck the checkbox to the left of a Saved Filter to disable it.

Note

When one or more Filters are enabled in the account, the Filters icon will appear like this: 5_2_Filter_Enabled.png.

When no Filters are enabled, the Filters icon will appear like this: 5_2_Viewer_Filter.png.

Tip

If desired, Administrators can enable a Saved Filter by default. Reference the Chart Settings: Filters & Highlights article for more information about Default-On Filters.

Additional Filtering Options

The following options are available when applying saved and interactive filters:

5_2_1_Filtering_Mute.png

Filtered records will be shown with a filter overlay.

Subordinates that match the filter criteria, but report to a manager who does not, will still be displayed on the chart.

5_2_1_Filtering_Remove.png

Filtered records will be removed from the chart.

Subordinates that match the filter criteria, but report to a manager who does not, will not be displayed on the chart.

Without Filters

5_2_Viewer_Filter_noFilter.png

Vacancies shown

With Filters

5_2_Viewer_Filter_FilterON.png

Vacancies hidden