OrgChart 3.0 SP1 - Sub Category Groups configuration?

According to the Admin Guide the Sub Category Groups configuration in Admin Console would allow me to group similar records within the same org chart box.  I assume the Sub Category Filter will define the criteria for sorting the records but there is no description / example/ guidance on what the syntax should be for this field. 2 different results I would like to achieve are:
(1)  to list names of multiple incumbents for one position in a box, rather than simply showing the phrase "multiple incumbents".
(2) to hide the whole group of multiple incumbents for a position, based on the Employee Group.
Any assistance appreciated.
Thanks,
Clementine

Hi Clementine,
I would suggest that you apply a filter to the data element. You can do this in the AdminConsole via OrgChart > Positions > Data Connection (that is "Positions" directly under "Organization Structure"). Add a filter, such as:
where EmpGrp != '9'
You can also do this for the Employees hierarchy too ( OrgChart > Employees > Data Connection ).
Please note that the field for exclusion must be a hierarchy field, i.e. it must exst in the list of Fields under OrgChart > Positions > Fields. You may have to change the data element configuration file in order to achieve this.
Best regards,
Luke

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