Legacy filters & highlights

Audience: Administrators

 

Overview

The Filters & Highlights panel allows Administrators to update or remove:

• Legacy Filters – Admin-defined filters that remove records from the chart. Legacy filters are accessed in the Legacy section of the Filters panel and can be restricted by access group.
   
• Legacy Highlights – Admin-defined highlights that illuminate records in the chart. Legacy highlights are accessed in the Legacy section of the Highlights panel and can be restricted by access group.

Important

These filters and highlights are considered legacy functionality, and will eventually be replaced by Interactive filters and highlights, which are easier to configure and manage.

Accessing Legacy filters and highlights

1. Click on the Settings button in the bottom right corner, and then select the Chart settings option from the list.

2. Navigate to the Filters & Highlights panel. There are three sections in this panel.

• Import filters - Import filters allow Administrators to exclude or include records based on defined criteria. Import Filters are applied to the base chart selected in the chart dropdown (marked as 'Employee chart' in the screenshot above) shown at the top of the Chart settings menu.
   
• Legacy filters - Admin-defined filters that are shared with users at the access group level. Legacy filters allow you to filter records in and out of base charts, custom charts and plans.
   
• Legacy highlights - Admin-defined highlights that are shared with users at the access group level. Legacy highlights allow you to highlight  records in base charts, custom charts, or plans.

Available Options

The following options are available in the Filters & Highlights tab in Chart settings:

+ Create new	Create a new import filter, legacy filter or legacy highlight.
	Edit the configuration of the selected legacy filter or highlight.
	Show/hide selected legacy filter/highlight from the Legacy tab in the Filters or Highlights panel. When the eye is shown, the selected legacy filter/highlight cannot be toggled on/off by the end-user.
	Delete the selected legacy filter/highlight.
	Apply the legacy filter or highlight when launching the selected base chart.

Creating & editing legacy filters/highlights

Legacy filters and  highlights are defined and edited in the filter and highlight editors respectively.

• Click on the Create new filter/highlight button to add a new Import filter, legacy filter or legacy highlight. 
   
• Click on the pencil icon to edit an existing filter or highlight. The filters/highlights editor is displayed.

The following functions are available:

Filter/ Highlight name	Set the name of your legacy filter/ highlight.
Filter/ Highlight rule definition	Create the logic for your legacy filter or highlight. See the Legacy filters & highlights definition examples below.
Fields	Add a field from the list of available Fields.
Value	Add a value directly from the data source. Highlight the field name (in the Field Definition editor) to enable the Value option.
	Click on the color block to set highlight color.
Save	Save your legacy filter/ highlight.

Legacy filters & highlights definition examples

The syntax for creating definitions is the very similar to JavaScript syntax. When writing the definitions for a saved filter, remember that records matching the filter's criteria are removed from the chart. When writing the definition for a saved highlight, remember that records matching the highlight's criteria are illuminated in the chart. 

[Contractor] == ”True”	FILTER OUT records when Contractor field equals True
[Status] !== ”Full Time”	FILTER OUT records when Status field does not equal Full Time
[Classification] == ”Intern” || Classification] == ”Student”	FILTER OUT records when Classification field equals Intern OR Student
[Classification] == ”Intern” && [Job Code] == ”C006”	FILTER OUT records when Classification field equals Intern AND Job Code field equals C006
[Title].indexOf("Consultant") == 0	Filter out records when Title field value STARTS WITH Consultant

Note

Administrators can control access to legacy filters & highlights when configuring access groups. Log a ticket with OrgChart Support if you need help creating a complex filter or highlight.

Applying legacy filters & highlights

Users who have access to a legacy filter or highlight via their access group, can apply them to base charts, custom charts, or plans by clicking on the Filters or Highlights buttons on the right side bar. 

The following example shows how to apply a legacy highlight to your chart.

1. Click on the Highlights button in the right side bar, and then click on the Legacy tab.
   
2. Check the checkbox to the left of a legacy highlight to enable it.
    
3. Optionally, enable more than one legacy highlight to compound the results.
    
4. Uncheck the checkbox to the left of a legacy highlight to disable it.