In Documoto Rocket, filters allow users to refine, or narrow down, search results. It is effective and common for users to enter a search term first, then refine the search results using filters, to quickly find desired content or information. Administrative users can enable any searchable tag, or metadata attribute that has been applied to content or entities, as a custom filter.
For more information on how to apply & use filters, please refer to: How to Search in Rocket.
How to Create a Filter
- Login into Documoto Rocket.
- In the Admin drop-down, select Tenant Admin.
- In the left navigation pane, select Tags under the Miscellaneous section. All existing tags and their configuration setting can be found here. New tags can also be created here.
- Select the tag you wish to enable as a filter and click Edit.
- In the Edit Tags screen, check the checkbox to the left of ‘In Shelf Filters?’ under the Searchable section.
- Click Save.
- In the library, the ‘Engine’ tag is now available in the Filters+ drop-down and can be applied to filter search results.
- Note: in the Filters+ drop-down, Documoto honors the tag display order as defined in Tenant Admin > Tags.
In Edit Tag screen, Administrative users also have the ability to enable ‘Use for faceting?’ to configure a faceted filter.
A faceted filter will display all available filters, or tag values, as checkboxes within a list.
Some filters may be better suited for faceting than others. Before defining a filter as facetable, ensure that the corresponding tag values are each unique, rather than a single-value.
For example, the Serial Number tag on the left has four unique tag values of 1000, 2000, 3000, 4000, while the same Serial Number tag on the right has one, single-value tag consisting of multiple values (e.g. 1000, 2000, 3000, & 4000). If a tag has a single comma separated value, only one faceted checkbox will be available – rather than four.
It is recommended to use faceting for those filters that have a smaller amount of tag values. For instance, if you have 100 tag values for the tag “Model”, 100 faceted checkboxes would likely overwhelm your end user.
By default, two system filters will be pinned below the ‘Filters’ button in Search Results. The system filters cannot be disabled from automatically showing as pinned, and include:
- Type: allows users to refine search results by Documoto entity type (part, page, chapter, book, document, video, etc.)
- Categories: allows users to refine search results by media categories, which have been configured by an Administrator
In addition to Documoto’s system filters, any custom filter can be pinned, or made immediately available, for your end users’ convenience. In the example below, 'Model' is a pinned filter.
Note: in order to apply a pinned filter, end users must take
an action to select or define a value/keyword to filter by.
Any filter can be pinned - regardless of input type. Pinned filters are ideal for commonly used tags or to highlight important content attributes. To configure a pinned filter, enable the 'Always Show Filter?' checkbox (Tenant Admin > Tags > Edit Tag).
Pinned filters will always appear in search results, as well as in the Browse flow results.