Create a New Smart Filter

  • Updated

Smart filters are convenient drop-down menus located at the top of the Asset Bank. Each smart filter can hold one or more metaproperties. The metaproperties in the smart filter show a count next to each option, making it easy for users to find assets quickly. To reduce the initial display, you can make one metaproperty dependent on another.

Along with the search bar, smart filters are the main method for users to discover content in the Asset Bank. A smart filter drop-down can present a single metaproperty, like Year, for users to choose from. It can also include multiple metaproperties, which is beneficial for logically connected metaproperties such as Continent, Country, and City.

Who can manage smart filters?

Users with the following rights can create, edit, and remove smart filters:

How to Create a Smart Filter

  1. Navigate to your portal.

  2. Select settings_menu.pngSettings > Taxonomy > Smartfilter Management.

  3. Click +Add in the top right corner. 

  4. Enter or Select Filter Details:

    1. Z-Index: This number determines the filter's position from left to right at the top of the Asset Bank. Lower numbers place the filter further to the left.

      • Leave space between index values (e.g., 10, 20, 30) to simplify adding new filters in the future without reordering existing ones.

    2. Use icons from Font Awesome.

      • To use an icon, click it on the Font Awesome website to view the full name, then copy and paste it into the Icon field.fontawesome_example

      • Font Awesome version 5 or above icons are not supported

    3. Select the filter type.
    4. Select the filter optimization options.
    5. (Optional) Customize Language.
    6. Select Save. 

Note

Learn about managing your smart filters.

Filter Types

The most common type is Meta, which displays metaproperties.

  1. Advanced: Adds an Advanced filter with default options. 

  2. Color: Adds a color picker filter for filtering assets by primary hex code.

  3. Note: The color picker cannot filter color ranges.

  4. Meta: Displays metaproperties in the smart filter. 

  5. Tags: Displays the top 25 most frequently tagged keywords.

Filter Optimization Options

  1. Lazy Loading: Loads filter options incrementally as the user scrolls. Ideal for lists with 50+ options.

  2. Full Screen: Displays the filter dropdown in full-screen mode, covering the Asset Overview. Best for large filters.

  3. Close When Selected: This option closes the filter dropdown after each selection. It is not recommended if users often apply multiple filters.

Customize Language 

  1. Enter the filter label in English. If your portal supports additional languages, also enter translations for those languages. (English is the default language.)