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How to filter content with default and flexible selections
How to filter content with default and flexible selections

Navigate more quickly to useful content within each module

Michael Wallace avatar
Written by Michael Wallace
Updated this week

PlusPlus offers Flexible Filters so admins can create any user taxonomy they choose. Customers often use this to define an arbitrary set of skills and assign them to user profiles. Later, users can be filtered and grouped based on these skills. You can also automate workflows such as assigning content and tracks to specific skills.

Filtering Content

Filters are the tool we provide your users to navigate the content on your system. At the top of each of the module tabs, there are a set of selectors that users can utilize to filter down the results on the page.

Default Filters

Each of the modules, which you'll find at the top of each main page, include a default set of filters making it quicker to search for certain content:

What you display here can depend how your team has these modules tabs defined in your global settings (https://yourinstancename.plusplus.app/a/system-settings/site/#ui):

Most module tab names can can be customized and can be unique for each customer where more can be added later for better management and content discovery:

With the Events module, as an example, each tab has its own set of default filters defined which you'll find across these menus:

Here we have the Catalog tab renamed to OnDemand which has it own set of default filters:

  • Catalog/OnDemand: Tags, Ownership, Status

In the above example the Catalog label was renamed to OnDemand from global settings, UI Customization:

Flexible Filters

Additionally, as an admin, you can create up to 11 total customized flexible filters, which you can apply to any of the modules you want.

Flexible Filter #1 of 11 possible are all located in your global settings (https://yourinstancename.plusplus.app/a/system-settings/tags/#flexible_filters)

After typing in our Label text with Language and adding the items we want visible for events and tracks (English, French, Spanish, etc), which is free text and can be anything, also note that here we only have Events and Tracks enabled to unitize the new flexible filter #1 setting indicated by toggling on those two content items.

This change is now found within editing an event where under the Tags field we now find our Language filter present with new available language options just set

Creating Flexible Filters

  1. As an admin from your Profile Menu, go to > Settings > Categories & Tags > Flexible Filters

2. Select a Label for your filter

3. Indicate the available options for the filter in the Items field, as a comma-separated list

4. Select which modules you wish to apply this to

Once you have created a flexible filter, users will then see the filter as an additional selector within the content you have applied it to as well as from within the specific meny tabs as filter options

Effects of Flexible Filters on Content Creation

After you have created a flexible filter and applied it to a module, your organizers will then have the option of applying selections from that filter to the content they create.

As demonstrated above, if you made a flexible filter called Languages with the options English, Spanish, and French and applied it to the Events or Tracks modules, then the event creation page will include a field called Languages with the options English, Spanish, and French.

Finally, remember we've created only 1 flexible filter in this article but you have up to 10 additional you can leverage across the platform making your content better organized, more easily discoverable, and simpler to manage.

See also

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