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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 over a week ago

This article is best for system administrators. Too small? Click here.

Filtering Content

Filters are a tool we provide your users to navigate the content on your system. At the left-hand side of each of the module tabs, there are a set of selectors that users may use to filter down the results on the page.

Default Filters

Each of the modules includes a default set of filters to search the content:

  • Events: Availability, Attendance, Location, Dates, Categories, Tags

  • Catalog: Categories, Tags

  • Tracks: Categories, Tags

  • Program Sessions: Location, Program Name

  • Mentorship: Location

Flexible Filters

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

Any tags you include in these fields will be created automatically. If you remove them from their respective fields, they’ll become regular tags.

Creating Flexible Filters

  1. As an admin, go to Menu > Settings > UI Customization > Additional 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 at the left-hand side of the modules you have applied it to.

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.

For example, if you made a flexible filter called Languages with the options English, Spanish, and French and applied it to the Events module, then the event creation page will include a field called Languages with the options English, Spanish, and French.

Of note: if you apply a flexible filter to the Mentorship module, Mentors will have a field in their profile edit page with the filter options. Mentors can edit their own profiles, and admins can edit any user’s profile.

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