Filters

Quickly view only the parts of the chart you need, without creating individual charts for each user.

Filters allow the end-users of your organization chart to narrow down or highlight the information that they can see. Filters are special type of Conditional Formatting Rule.

Typical uses for filters include:

  • Display an organization chart by country.
  • Display an organization chart by discipline.
  • Temporarily hide certain role types (e.g. contractors) from the organization chart.

1. Accessing the Conditional Formatting Rules

The Conditional Formatting Rules page can be accessed by choosing Conditional Formatting from the chart navigation bar.

If you cannot see these options then you may not have the correct permissions to modify the charts.

2. Converting the rule to a Filter

Enable the option entitled 'Allow Users' to select conditions.

3. Viewing the filtered chart

Once the option has been enabled, viewing the chart will show that the original rule has been removed from the legend and the filter control is now displayed in the toolbar above the chart.

Initially the chart will have the same appearance as before as all the filter options are selected by default.

4. Using the Filter

The end user simply selects which items they wish to be removed or included in the filter. Doing so will update the chart to reflect the users choice.

Using the 'Focus On' Action

The Focus On action is a powerful feature that allows the filter to focus on a specifc element of the chart, removing all the boxes that do not match the rule criteria.

To enable Focus On simply add it to the list of actions that a rule will perform when triggered.

Next Steps

Additional Roles Data Integrity Annotations