How to Create and Manage Smart Filters

  • Updated

Smart filters are user-friendly drop-down menus that display at the top of the Asset Bank. Each smart filter can store one or several metaproperties. Each metaproperty in the smart filter will display a counter next to each option so that users can locate assets with just a few clicks.

In addition to the search bar, smartfilters are the primary way users can find content in the Asset Bank. A smart filter drop-down menu can display one metaproperty for users to select from, such as Year. It can also contain multiple metaproperties and can be especially useful for metaproperties that are related to each other like Continent, Country, and City because they are logically related.

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 the filter details:

    • Z-index: This number will determine the position of the smart filter from left to right at the top of the Asset Bank. The lower the number the higher the smart filter will be positioned. We recommend leaving space between each filter (ie 10, 20, 30) so that it leaves room for when you create additional filters later on so you do not have to chang the index values.

    • Icon: You can use Font Awesome icons available on https://fontawesome.com/v4/icons/, v4.7 and below. To use an icon from Font Awesome, click on it to get the full name (example below) and copy it into the Icon field in Bynder.

      fontawesome_example

      Note

      Icons from Font Awesome version 5 or above are not supported.

    • Type: Select the type of the filter. The most common type for displaying metaproperties is meta.

      Available types

      • Advanced: Adds the Advanced filter. The options in the filter are set by default. Learn more about using the advanced filter here.

      • Color: Adds the color picker filter. This lets users filter assets by primary hex code.
        Note: The color picker does not let users search on color ranges.

      • Meta: Allows you to add metaproperties to smartfilters. This is the most common type.

      • Tags: Displays a keyword tag filter of the 25 most frequently tagged keyword tags. Learn more about tags here.

    • Lazy loading: Loads a fraction of options at once and loads the rest on demand as a user scrolls through the list. This is useful for lists of 50+ options.

    • Languages: Enter the filter label in English. Enter labels in additional languages if they are enabled in your portal. (English is the default language).

  5. Click Save.

Add Metaproperties to a Smart Filter

To add metaproperties to a smart filter, you will first need to create a smart filter with the type set to meta. Once you have done so, follow the steps below to add one or multiple metaproperties to the smart filter.

  1. Navigate to your Portal.
  2. Select settings_menu.pngSettings > Taxonomy > Smartfilter Management.
  3. Click settings_menu.png next to the filter to which you’d like to add metaproperties.
  4. Under the Metaproperty column, click the drop-down list and select the metaproperty you want to add to the filter. 

    Note

    • In the legacy taxonomy, Select, Select2, and Autocomplete metaproperties, and in the new taxonomy Single and Multi Select metaproperties are supported in smartfilters.

    • Metaproperties display their database Name in the Metaproperty drop-down list but will display by their Label in the smartfilter in the Asset Bank.

    • A metaproperty can only be added to one smart filter. If you add a metaproperty to multiple smart filters, it will only show under the first smart filter it was added to.

    • Unsupported smartfilter metaproperty types include Text and Date.
  5. Type: Defines the behavior of metaproperties added to the smartfilter.

    Available types:

    • smart-single: Select when more than one metaproperty is added to the smartfilter. This will display each metaproperty’s options as a selectable list.

    • select: Select when only one metaproperty is added to the smartfilter. This will display the metaproperty’s options as a selectable list.

    • autocomplete: This will display a search bar in the smart filter that autocompletes options when a user types them in. We typically recommend metaproperties with 1,000+ options.

    Note

    Users can search using a combination of partial terms and special characters. Also they can use the AND, OR, and NOT search operators as well as quotation marks ("") for exact search and an asterisk (*) for a wildcard search. The backslash (\) can be used to search for an asterisk as a special character and not use it as a wildcard. For example: Flamin\*

    • grid: Select when images/icons have been applied to metaproperty options and Show image/icon is enabled. Displays options in a grid.

  6. Show image/icon: Displays images or icons applied to metaproperty options. Learn more about adding an image or icon to metaproperty options here.

  7. Show counter: Displays the number of assets tagged with each metaproperty option. We recommend always enabling.

  8. Z-index: Defines the order of the metaproperties in the filter.

  9. Columns: This setting has been depreciated and removed from the setup.

  10. Dependency: Select the metaproperty on which the metaproperty you are editing should be dependent. Learn more about setting up smartfilter dependencies here.

  11. Show options based on dependencies: When you have selected a dependent metaproperty, check this box so that the only options that display in the child filter are the ones that are dependent on the option chosen in the parent filter.

  12. Multi filter: Allows users to select multiple values within one metaproperty in the smartfilter. This will treat the search as an “OR.”

  13. Show empty options: Allows users to search for assets that have not been tagged with this metaproperty. This is useful for cleanup and to ensure that all assets are tagged with a particular metaproperty.

    • Note: The "show empty option" functionality is currently not supported for the autocomplete type and will only work if the type is smart-single, select or grid.
  14. Click Screenshot_2023-04-03_at_2.18.34_PM.png next to the metaproperty row to save. Make sure to save the row immediately after making edits to it. You will lose your work if you start editing another row before saving the previous one.

  15. To add another metaproperty, click Screenshot_2023-04-03_at_2.18.40_PM.png.

Set up Smart Filter Dependencies

By default, if a filter contains multiple metaproperties, all of these metaproperties and their options will display when a user clicks on the smartfilter. You can reduce how many metaproperties initially displayed within the smartfilter by making a metaproperty dependent on another. For example, the Destinations filter displays the ’Continent’ and ’Country’ metaproperties at the same time. If you set the ‘Country’ metaproperty to be dependent on the ‘Continent’ metaproperty in the filter, then the filter will only display the ’Continent’ list at first. Then, after you select a specific continent, like Europe, the ‘Country’ column, the options dependent on Europe will display. 

  1. Navigate to your Portal.

  2. Select settings_menu.pngSettings > Account > Smartfilter management.

  3. Click settings_menu.png next to the filter that you’d like to edit.
  4.  In the Dependency column, select the dependent metaproperty. Screenshot 2024-02-14 at 4.06.41 PM.png

  5. Check the box next to Show options based on dependencies.

  6. Click Screenshot_2023-04-03_at_2.18.34_PM.png.

Delete a Smart Filter

  1. Navigate to your Portal.
  2. Select settings_menu.pngSettings > Account > Smartfilter management.
  3. Click Screenshot_2023-04-03_at_2.23.22_PM.png next to the metaproperty that you would like to delete.
  4. Click Delete to confirm.
    • Note: This action cannot be undone.

 

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