Filter for title: Partner

by memsim1010 » Mon Jul 03, 2017 1:21 pm


We have 3 Partners that founded our Marketing firm. I would like to have our Org Chart filter based on the title "Partner" and display the partners at the top and all other employees below based on direct report and so on. Can you help with the filter language so it defaults to the 3 partners being shown at the top?
Posts: 1
Joined: Mon Jul 03, 2017 1:17 pm

by andrelima » Fri Jul 07, 2017 6:27 pm

Thanks for your message.

Unfortunately I don't think filtering would help in this case. Besides, Org Chart supports only one root and everyone else should appear below that one root.

What you can do though is, if you use list as data source, you can add a box with something like the name of the company and set those partners to be linked to this first box.

Best regards,
Andre Lima
Plumsail Team.
User avatar
Posts: 60
Joined: Wed Apr 19, 2017 2:06 pm

Return to Org Chart for Office 365