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OrgChart Now Help Guide

Table of Contents

Interactive Filtering

Overview

Interactive Filtering allows users to dynamically remove/include records while navigating their charts in Viewer. Build and combine filters, and see the results in real-time, to locate employee records matching specific criteria.

The following article provides step-by-step instructions for enabling and using the Interactive Filtering feature.

Accessing Interactive Filtering

Click on the 5_2_Mode.png in the top-left corner of the screen, and then select the Viewer option.

The Viewer user interface is displayed.

Click on the 5_2_Viewer_Filter.png icon.

Viewer_Filter_Callout.png

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

5_2_1_Interactive_Filtering.png

Click on the + Add Field button (under the Interactive Filtering heading) to begin.

Building an Interactive Filter
  1. Click on the + Add Field button (under the Interactive Filtering heading), and then select a field from the dropdown menu (i.e. Location) to start filtering on.

    A list of values associated with the chosen field is displayed in the Filters panel.

    5_2_1_InteractiveFilter_Location.png
  2. Check the checkboxes associated with the values you want to see in the chart. Employee records matching the checked values are displayed normally.

  3. Uncheck the checkboxes associated with the values you do not want to see in the chart. Employee records matching the unchecked values are filtered.

  4. Select to Mute or Remove filtered records by clicking on one of the following icons displayed at the top of the filtering menu:

    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.

  5. Optionally, click on the + Add Field button (under the Interactive Filtering heading) again, and then select an additional field to filter on.

  6. Check and uncheck boxes under each filter field to filter for employees matching the compound filter criteria.

  7. Optionally, click on the X to the right of a filter field to remove the filter, or click on the Reset button to clear all filters.

Unfiltered Branches

When choosing to Remove filtered records from the chart, you may remove all records from your current view. When this happens, OrgChart prompts you to select an Unfiltered Branch to navigate to. These Unfiltered Branches were orphaned during the filtering process, but still contain records that meet your filter criteria.

The following example provides steps for navigating to an Unfiltered Branch.

  1. Open the Filters panel.

  2. Click on the Add Field button, and then select a field to filter on.

  3. Check the checkboxes associated with the field values you want to include in your chart.

    Note

    To spawn the unfiltered branch option ensure that the values that you select do not match an employee record currently displayed on the chart.

  4. Select the Remove filter option. The Unfiltered Branches dialog is displayed.

    5_2_1_UnfilteredBranches_Dialog.png
  5. Click on a record in the list to jump to that record's Unfiltered Branch.

    5_2_1_UnfilteredBranch_sorina.png