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Setting up a content filter

content filter editors

Open the ‘filter’ palette and click on ‘create Filter’ (Fig.1). The system now prompts you for a name. Please use a name that is unique and refers to the function of the filter, e.g. ‘browse_manual’ 

After clicking ‘create‘, a new tab will open which is divided in two (Fig. 2). It contains the following elements

  • The head (Fig. 2, 1) containing the ‘save’, ‘create copy’ and ‘reload’ buttons as well as the filter’s name.
  • The ‘filter rule’ section (Fig. 2, 2) with a ‘new’ and a ‘reload’ button as well as a viewport for displaying the filter-rules. A filter usually consists of more than one rule.
  • The ‘filter match’ section (Fig. 2, 3) which contains a ‘new’ and a ‘reload’ button as well as a language selector and the viewport for to display the content that should be matched by this filter. 

filter image

Creating filter rules

Filter rules are the ‘questions’ or in other words the possible search criteria displayed to the user.
To create one, click on the ‘new’ button in the top left corner of the ‘filter rule’ section (Fig. 2, 2). First you will be prompted for a name for the new rule. Here also it is recommended to use a name that refers to the nature of the question. Afterwards opens the pop-up shown in Fig. 3.

filter image

  • This popup consists roughly out of 3 areas:
  • The head (Fig.3, 1) with the ‘save’, ‘cancel’ and ‘reload’ buttons as well as the filter rule’s name.
  • A section where you can fill in the actual question in all languages available on your website (Fig.3, 2).
  • The ‘filter-rule- properties’ section (Fig.3, 3) where you can create the answers to the current question the user gets to choose from, arrange in which order they should be displayed and delete them.

In order to create a filter rule you have to do the following steps:

  1. First you have to enter the ‘question’ in section (Fig.3, 2). If your Website has more than one locale, you can also enter the appropriate translations here. When you are done, click the ‘save’ button.
  2. The next step is to create the possible answers to the questions. To do so, click on the ‘new’ button in section 3 (Fig.3, 3). The system will prompt you for a ‘name’. Insert a unique identifier for that answer and click ‘create’.
  3. Now you need to 'localize' (translate) the ‘answer’. Use the language selector in section 3's (Fig.3, 13) toolbar.
    The language selector has two fields: one labelled ‘from’ and the other labelled ‘to’. These two fields are a convenience function: if you want to translate your filter later on into a different language, you can have the language you’re translating to and the language you’re translating from displayed at the same time. Select in either one of them the language your filter will be displayed in and click ‘load’. Afterwards select the related field in the viewport and enter the answer’s text.

Repeat these steps until you have filled in all potential answers.

As a last step you may now rearrange the answers in accordance to the order they shall be displayed.

Creating filter matches.

To assign contents to your filter, click on the ‘new’ button on the upper left corner of section 3(Fig. 2, 3).
A popup will open where you can browse through your content registry. Select a content by clicking the green ‘select’ button next to it and click the ‘create’ button to confirm your selection.
After that, a new popup will open (Fig. 4).

filter image

Here are all the current filter’s filter rules displayed. Assign those the previously selected content should match, by checking the appropriate checkboxes next to them.
When you are done, click ‘save’ in the pop up’s toolbar and close the window.

Note: Another useful tool is the locale-selector for the Content-filter-matches. As the locales may differ in content, you can check easily if and which matching content is available in the selected language. Unavailable content will be displayed as ‘n.a.’.