How to Limit Fields Displayed in Filters

Control which fields appear in org chart filters and hub drop downs, reducing clutter while keeping the full dataset accessible.

Step 1: Go to Settings

As an admin, navigate to Settings


Step 2: Select the Fields tab

Step 3: Select Fields to Hide:

You can toggle on or off specific fields that you want to limit from appearing. For example, you can hide fields like level, manager, performance rating, and project.


Step 4: Save the Configuration:

After selecting the fields you want to hide, click Save Fields Configuration

 

Once saved, the hidden fields will no longer appear in the org chart filters or the hub drop downs. However, the full dataset, including hidden fields, will still be available in the directory for administrative use.