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Filters

Use the Filters tab to create filters that control the search. There are three types of filters:

When you customize the Search component, the following limitations apply:

  • You cannot filter an entity by a self relation.
  • You cannot filter an entity by its parents. You can only select children relations of the entity to configure the Search component.
  • You can only filter by relations linked to the entity definitions that you configured in the Search component.

Simple filters

Simple filters display sets of entities with common characteristics (for example, assets of a specific asset type). Entities appear in the results only if all defined filters apply to them.

To create a Simple filter for a Search component:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Pages.

  3. In the sitemap, select the page to which you want to add the Search component.

  4. On the Layout tab, in the appropriate zone, add a Search component.

  5. Click the newly created component to open the component detail page.

  6. On the component detail page, click the Filters tab and then click the System tab.

  7. Click Add filter and select the Simple option.

  8. Select one of the following filter types:

    • Definition - used to filter on an entity definition only.
    • Property - used to filter on a specific entity definition field and value.
    • Relation - used to filter when you want to build a filter expression.
    • Selection - used to filter on an entity definition selection pool (that is, where the entity is stored).
  9. From the Definition drop-down list, select a definition.

  10. Configure the additional parameters required to build the filter.

  11. Click Save.

Composite filters

Composite filters enable you to create more advanced searches by grouping multiple filters using and/or.

To create a Composite filter for a Search component:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Pages.

  3. In the sitemap, select the page to which you want to add the Search component.

  4. On the Layout tab, in the appropriate zone, add a Search component.

  5. Click the newly created component to open the component detail page.

  6. On the component detail page, click the Filters tab and then click the System tab.

  7. Click Add filter , select the Simple option, and create a simple filter.

  8. Click Add filter and select the Composite option.

  9. From the Combine operator drop-down list, select the desired operator (and/or).

  10. Create a second simple filter.

  11. Click Save.

    The Composite filter combines the first and second simple filter.

Tip

To modify the operator of an existing composite filter, click Edit next to it.

Fixed filters

Fixed filters render the related content of a page entity. You can apply this filter on the page entity itself, or on a related entity.

Note

Fixed filters only apply to entity detail pages.

To create a Fixed filter for a Search component:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Pages.

  3. In the sitemap, select the page to which you want to add the Search component.

  4. On the Layout tab, in the appropriate zone, add a Search component.

  5. Click the newly created component to open the component detail page.

  6. On the component detail page, click the Filters tab and then click the Fixed tab.

  7. Click Add fixed filter .

  8. Define the following settings:

    FieldTypeDescriptionValueMandatory
    Input typeDrop-down listDefines the input type of the filter.Page entity / Related entityYes
    RelationDrop-down listDefines the relation used for filtering.List of relations defined in your solution.Yes. For the Related entity input type only.
    Filter typeDrop-down listSets the filter type.Relation / AncestorYes
    FilterDrop-down listSelects a filter.List of relations defined in your solution.Yes. For the Relation filter type only.
    Entity relationRadio buttonsApplies filter on children or parent entity.Parent / ChildNo
    NameStringName of the related ancestor.Name of the related ancestor.Yes. For the Ancestor filter type only.
  9. Click Save.

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