Data Filter Options - OrgChart User Guide

Table of Contents

Optionally, you can filter out specific records from your source data (e.g. contractors or people in a specific location).

A simple filter allows you to specify a single criteria for inclusion in a chart (e.g. 'Location equals Atlanta').

The following Comparison Operators are available:

equals	field equal to (not case sensitive)
not equal to	field not equal to (not case sensitive)
starts with	field start with a value (not case sensitive)
contains	field contains value (not case sensitive)
does not contain	field does not contain a value (not case sensitive)
is empty	no value set for field
is not empty	any value set for field
greater than	field greater than a value
less than	field less than a value
greater than or equal to	field greater than or equal to a value
less or equal to	field less or equal to a value
in list	field in comma delimited list (not case sensitive)
not in list	field not in comma delimited list (not case sensitive)

In addition to the filter definition, you can specify one of the following matching options:

Matches only - only matched records are included
Include direct subordinates - matched records and their direct subordinates are included
Include subordinates - matched records and their direct and indirect subordinates are included

Notes:

See the Complex Filters topic for more information comparing dates. For example, to define a rule to exclude future employees (e.g. 'Hire_Date less than 'TODAY').
Use the 'Include Chain of Command' Option to include additional levels of management in your charts.
Use the 'Include filtered managers' option to include the managers in the chart who get filtered when you select filter data options.

Complex filters allow you to use multiple criteria and logical operators to define a filter.

To update an existing filter:

Reviewed 08/27/2017