Filters & Highlights

Audience: Administrators

 

Overview

The Filters & Highlights panel allows Administrators to define and update:

• Saved Filters – User-defined filter that removes employee records (matching the filter criteria) from the chart.

• Highlights – User-defined highlight that illuminates employee records (matching the filter criteria) in the chart.

Accessing 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 shown at the top of the Chart Settings menu.
  
  
• Filters - Users can filter records in and out of the Base Chart while navigating in Chart Mode and Custom Chart mode
  
  
• Highlights - Users can highlight records in of the Base Chart while navigating in Chart or Custom Chart mode. For example, you can highlight 'Remote Workers' to easily locate them in the chart.

Available Options

The following options are available in the Filters & Highlights panel:

Create Button	Create a new Import Filter, Saved Filter or Saved Highlight.
	Edit the configuration of the selected Filter or Highlight.
	Hide selected Filter/Highlight from the Saved Filters or Highlights panel. The Filter/Highlight cannot be toggled on/off by the end-user.
	Delete the selected Filter/Highlight.
	Apply the Filter or Highlight when launching the Base chart.

Creating & Editing Filters/Highlights

Note

Reference the article on Import Filters to know more about creating and editing import filters.

Filters and Highlights are defined and edited in the Filters Editor and Highlights Editor respectively.

To enter the Filters Editor/Highlights Editor:

• Click on the Create new filter/highlight button to add a new Import filter, Filter or Highlight. The Filters/Highlights Editor is displayed.
• Click on the  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 Filter/ Highlight.
Filter/ Highlight Rule Definition	Create the logic for your Filter or Highlight. See Filter/Highlight 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 Filter/ Highlight.

Filters & Highlights Definition Examples

The syntax for creating definitions is the very similar to JavaScript syntax.

Important

When writing the definitions for a Filter, remember that records matching the Filter's criteria are removed from the chart.
When writing the definition for a 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 certain Filters & Highlights when configuring Access Groups. 

Log a ticket with OrgChart Support if you need help creating a complex Filter or Highlight.