The Search function on your organization's home page is one of the most important tools your learners will use to find the content they need. However, narrowing search results can be difficult, even if you're a pro at inputting the right keywords. This is where custom search filters come in.
This article will dive into creating and managing custom search filters for your organization.
Custom search filters can be tailored for each Organization in your account.
Follow these steps to access the Filtering page where you can create and modify filters:
Head over to your admin dashboard.
Click the three horizontal dots (More) icon to the left.
Click Organizations and choose your organization in the dropdown menu.
If you're creating filters for the first time, you'll see there's only a Topic filter present; you'll need to create all additional filters for your organization. Topic is the default filter for all organizations, but you can edit or delete it as needed.
If you have multiple filters, you can change the order they'll appear to learners by clicking the six dots icon to the left of a filter and dragging it to a different part of the list.
Creating a Filter
You can create a filter by clicking the + icon either at the top of the filter list or to the left of an existing filter. Creating a filter using the + icon at the top will place the new filter at the bottom of the list. Creating a filter using the + icon next to an existing filter will place the new filter directly below the original filter.
When you create a filter, there are two types to choose from: Default Filters and Custom Filters.
Both filter types have a Locales setting where you can assign custom names to the filter you're creating. The locale your learners are in will determine what name the filter has. If a locale does not have a custom filter name, the default name will appear instead.
When you select the Default Filter option, you will see the Create Default Filter page.
In the Select default attribute dropdown menu, choose one of the following:
- Topic: All topics with activities that are available in the Catalog
- Duration: Short, Medium, Long
- Difficulty: Beginner, Intermediate, Advanced
- Rating: 1-5 stars
- Locale: All locales included in your organization
You can then give the filter a default name. If you don't name the filter, the attribute you selected will be the filter's default name.
Click Create filter when you're done.
When you select the Custom Filter option, you will see the Create Custom Filter page.
Under Select tag group, click a tag collection to the left to open a list of tag groups to the right. Select the desired tag group for your filter.
You can then give the filter a default name. If you don't name the filter, the tag group you selected will be the filter's default name.
Click Create filter when you're done.
If a tag group you want to select is missing, you will need to go to the Tags Library and create or edit a tag group there.
Editing a Filter
If you want to edit a filter, click the three dots icon to the right of the filter. Click the Edit option. You'll be taken to the same page you saw when creating the filter. When you're done making changes, click Save filter.
Deleting a Filter
If you want to delete a filter, click the three dots icon to the right of the filter. Click the Delete option and then click Delete again on the confirmation prompt.
The Learner Experience
When your learners use the Search function, the results page will show your custom filters between the search bar and the list of results. Here learners can choose a combination of filtering options that will narrow down the results to what they need. The page will refresh each time a filter is selected or deselected.
If a learner wants to reset their search to its original state, they can click the Clear Filters button to the right of the filters.
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