Save Filter Configurations for In Focus webparts

The "In Focus" web part in Atlas is used as the basis for many other web parts that can be added to pages with specific configurations. Once you have added an In Focus web part to a page you may find that it returns more results than you want to show on your specific page.

You can pair any In Focus Filters web part with any In Focus web part to allow users to filter the results, but sometimes you want to curate which items are shown without giving users the option to change the filters. In this case you can add an In Focus Filters web part, apply specific filters, then remove the web part from the page so the filters cannot be changed.

Please note that to configure this feature it is expected that you already have experience using Atlas In Focus web parts and building pages.

In this article:

• Set up an In Focus web part with Filters
• Apply filtering to an In Focus web part
• More information

Set up an In Focus web part with Filters

1. Start by editing the page where you want to show information, and configuring the specific In Focus web part you want to use based on the type of information you will show. In this example we will use the Documents (Atlas) web part, so add that and the Documents Filters (Atlas) web parts to your page:
   
2. Configure the look and feel of the Documents web part if you wish. For testing we recommend setting the Results Layout to "Tiles" so that you can see more results to verify your filters against later. To see all options for configuring the web part please see: Configuration for In Focus web parts (Atlas 2.X)
3. Connect the two web parts by first clicking Configure on the Documents Filters web part and choosing the Documents (Atlas) web part in the dropdown on the right hand panel:
   
   Then by configuring the Documents (Atlas) web part and on the second page turning on the Connect to a search filters web part option:
   
   Then selecting the Documents Filters (Atlas) web part from the dropdown that appears:
   
4. You should now see the following on the page (bearing in mind I have changed the Results Layout to "Tiles" so I can see more items, and I can see the item count in the top left):
   
5. Now you're ready to start filtering.

Apply filtering to an In Focus web part

1. To get started, while still editing the page, simply use the Filters web part to apply the filters that will return the information you want. In this example we will return all items with the Information Type "Procedure" by applying that specific filter:
   
2. Once we apply the filter we will see the results in the Documents web part update. If you are using the "Tiles" layout you'll see the number of results decrease to the number of results for the chosen filter (in this case 26 results) which helps you verify that you're finding the correct results. If your scenario requires it, you can add multiple filters at this stage.
3. Next, configure the Documents web part, and on the second page scroll down to the Refinement Filters section. You'll see an empty grey box, and under it an Apply selected filters button. Click that button to apply the filters you configured already, and you'll see them appear in the grey box:
   
4. If you are happy that you're returning the right results, you can now either leave the Filters web part to allow users to change them if they wish, or remove the Filters web part from the page to prevent users changing them. Bear in mind that any changes only apply to the user's current session, not to the page itself.
5. If you remove the Filters web part, the saved filter will still be applied, but users won't be able to change it so they will only ever see the results you want to show on that page.

More information

A list of In Focus web parts can be found by clicking here.

A list of In Focus Filters web parts can be found by clicking here.

Full documentation of all configuration options for In Focus can be found here: Configuration for In Focus web parts (Atlas 2.X)