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.
Add a filter
To add a filter, follow these steps:
- Hover your cursor over the org chart and select the dotted outline.
- Click
the right panel icon from the shape editing bar that appears.
- In the right panel, select the Data tab.
- Click the Filters dropdown.
- Select Add New Filter.
- Set the Key.
- Set the Condition.
- Type in a Value, if applicable.
- Click Save.
For full instructions to add a filter to an org chart in the classic Lucidchart editor, expand the dropdown below.
Click here for classic Lucidchart editor 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.
-
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, hover your cursor over the filter in the right panel and select the pencil icon that appears.
To remove a filter, hover your cursor over the filter in the right panel and 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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