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: 

1. Description: Type in notes or an explanation of your category
2. 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"

Overview

You can now reorder filters within a Filter Category to control how they appear in both your templates and the Asset Library.

Steps to Reorder Filters

1. Navigate to Filter Management

• Go to Setup > Asset Management > Filter Management > Filter Category.
  

• 
  

2. Select a Filter Category

• Click the Filter used column or equivalent option to see filters in that category.

3. Access the Reorder Option

• Click the three-dot menu on the right.

• Select Reorder from the dropdown.

4. Choose a Sorting Method

• Custom: Manually drag and drop to arrange filters.

• Name Ascending: Sort filters alphabetically (A-Z).

• Name Descending: Sort filters alphabetically (Z-A).

5. Save Changes

• Confirm your sorting preference.
  
  

Where the Changes Reflect

• Templates: In the Info section of each template, filter category tabs will appear in the new order.

• Asset Library: When clicking the Filter dropdown, the updated order is displayed.

Benefit

• Improved Organization: Prioritize the most important filters for quicker navigation and streamlined workflows.
  

This enhancement improves usability by letting you prioritize and organize filters to best suit your workflow.

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