Filters help you find the data you need within an org chart without changing the structure of the document.
Plan availability: Free, Individual, Team, and Enterprise.
- Available on FedRAMP accounts.
- If you are a FedRAMP user, you can import from Excel or CSV. However, importing from Google Sheets and BambooHR is not available.
- Read the Lucid Plans article for more information about what is available on your account or the Upgrade your Lucid account article for instructions to upgrade.
Add a filter
To add a filter, follow these steps:
- Hover your cursor over the org chart and select the dotted outline.
- In the org chart Context panel to the right, select the Data tab.
- Click the Filters dropdown.
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Select Add New Filter.
- Set the Key.
- Set the Condition.
- Type in a Value, if applicable.
- Click Save.
For example, let’s filter an org chart for all employees with the VP role. First, we’ll set the Key to “Role”. Next, we’ll set the Condition to “Contains”. And last, we’ll type “Product” as the Value. Once we click Save, all employee shapes with the Product role are shown.
To edit a filter, select the pencil icon. To remove a filter, select the X icon.
Existing filters are not automatically cleared when adding a new filter. This means that every additional filter you add will narrow your search.
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