Contextual Results and Filtering for ConneX

In Atlas 3.0 some enhancements have been made to the ConneX component to enable its use for a wider range of scenarios. If you need to arrange your upgrade to 3.0 please contact your CSM.

In this article we'll talk about the options for showing a filtered view of workspaces in the ConneX web part - Contextual results based on the page metadata and Apply selected filters to specify the default filters when users load the web part.

Please note that you can combine the two filtering methods described here if you wish.

In this article:

• Contextual results
• Apply selected filters
• Combined filtering
• Still need help?

Contextual results

ConneX now has the option to use the metadata from the current page to automatically filter the results. This is exactly the same behaviour as when you add a pre-configured In Focus web part to a page - the default behaviour is that only results matching the page metadata will be shown.

To configure this for ConneX on a specific page, first of course you'll need a page with some specific tags applied, and a ConneX web part on the page.

1. Take a note of the number of workspaces shown in the ConneX web part before filtering so you can see the change when we apply filtering
2. Ensure your page has at least one tag in the Atlas metadata fields that will match one or more workspaces. You can click the Page details button on the page to see the tags:
   
3. Edit the ConneX web part, and in the first panel under Search settings turn on the toggle for Contextual results:
   
4. You can see the results change in the ConneX web part as soon as you toggle this setting, and you can switch it on and off to see the changes.
5. Save or republish the page to finalise your changes.

Apply selected filters

The second new option allows the page editor to manually filter the results they want users to see. This is exactly the same behaviour as when you use Apply selected filters for an In Focus web part - you simply apply filters while editing the page, then click the button in the web part configuration to apply them as the default when a user loads the page.

To configure this you'll need a page with a ConneX web part on it.

1. Take a note of the number of workspaces shown in the ConneX web part before filtering so you can see the change when we apply filtering
2. Edit the page, then apply the filters you want in the ConneX web part on the page itself. For example if you want to see only workspaces with a particular Department or Location tag, apply the tag(s) from the dropdowns and Apply:
    
3. Once you have applied the filter(s) you want, edit the ConneX web part, and in the first panel under Search settings click the button Apply selected filters and you'll see some code added to the grey box above:
   
4. If you're happy with these filters, you can now Save or Publish the page. Users loading this page will now see your filtered view of workspaces by default.
5. If you want to remove your filters, edit the page, edit the ConneX component and click the Clear filter button below the grey box to remove them.

Combined filtering

You do have the option to combine Contextual filtering with your own specific filters. To do this, first follow the steps to set up the Contextual filtering in the first section, then follow the steps to add additional filters in the second section.

Bear in mind that if you add too many filters you will reduce the possible results that can be shown, so always check the results returned and adjust your filters if necessary.

Still need help?

If you still need assistance with any of the above please contact support or your CSM.