How do I create a search filter category?
To create filter categories Go to Setup > Asset Management > Filter Management > Filter Category.
Select between Solutions, Organizations, Products, Assets or LMS and click on the Create Category button.
Enter a Category Name and use the dropdown menu to specify whether it it will be a "Single Select" or "Multiple Select" category. When you have made your selections, click on the arrow icon.
Additional Info: Single Select vs. Multiple Select Categories
Single Select Category: A collection of mutually exclusive search filter tags. A user can only assign one search filter tag to any given asset or template.
Multiple Select Categories: A collection search filter tags. A user can assign one or more search filter tags tags to any given asset or template.
Optional Menu Sections:
- Description: Type in notes or an explanation of your category
- Localization: Specify how the Category label will appear in various languages.
Add the category's component Search Filters.
Method A: Select "Add Filter", enter a filter name, and then click "Save".
Method B: Click on the Add/Remove toggle for individual Search Filters.
Once you have made your selections, click "Finish"
Related Articles
How to add/delete filters from Filter Management and Filter Category?
Introduction: This article will delve into the intricacies of filter management within the assets. However, in this article we will see how to manage the filters in a Learning Management System (LMS), specifically focusing on distinguishing between ...
How do I sort for and search for templates?
To view all templates currently available to you, go to “Setup”, then “Asset Management”, and then “Templates”. Template Gallery Search Controls: A. Sort by Template type B. View all templates/user bookmarked templates/user archived templates C. ...
How do I create an advanced search list for opportunities?
If you are managing a large number of Opportunities, an automated search list can allow you to easily sort your opportunities based on whatever parameters you set. Note: On the Bridge platform, clients can personalize menu navigation to better suit ...
How do I create a form?
Forms are online questionnaires that you can use to collect information on your customer base. Forms are also commonly used on Web Templates to create landing pages, or you can grab only the coding to a form to use it directly on a website in order ...
How do I create a web banner?
The web banner editor allows for Users to create web banners that can be used internally (on pages such as the Dashboard, internal playbooks & Welcome Page) and externally (landing pages, brochures, marketing). Interactive banners also lets users to ...