OrgChart Now Help Guide

Table of Contents

Filters

Overview

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

OrgChart offers two Filter types:

Accessing the Filters Panel

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

    Viewer_Filter_Callout.png
  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_2_Filters_OFF.png

Vacancies shown

With Filters

5_2_2_Filters_ON.png

Vacancies hidden