SharePoint 2013 Hosting – ASPHostPortal.com :: How to Use Metadata Navigation Filtering in SharePoint 2013

On this post I will show how you can setup Metadata Navigation Filtering in SharePoint 2013. This can be a single of the strongest functions obtainable in helping consumers swiftly find the things they require without having writing any code, it really just has to be turned on and configured.

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I begin on the Home Page in the Website that is at the leading level website from the website collection developed and configured within the prior posts. Metadata Navigation and Filtering is a Website Characteristic that has to be activated for this to work.

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On the right side I click on the site Actions Gear and go to Site Settings where I will activate the Site Feature, Metadata Navigation and Filtering.

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This site feature is not activated on the Team Site Template so I click Activate.

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When I see the blue icon that says Active, I know I’m good to go.

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I click the link in the Quick Launch bar to get to the gdpByStateReports Library I configured in previous posts.

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I click the Library Tab.

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I click the Library Settings Icon.

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We are going to use th Metadata navigation settings that is now available on the Library to pivot on these two Metadata columns.

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This will allow users to find reports immediately based on Metadata regardless of which older they are in.

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I click the Metadata navigation settings link. This link was not available on the Library Settings page until the Metadata Navigation and Filtering Site Feature was activated.

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This can be the Metadata navigation settings page.

Right here we see two primary locations: Configure Navigation Hierarchies and Configure Key Filters. Both of these work hand-in-hand to basically give users multiple amounts of filtering within an incredible UI that will get added just under Quick Launch Bar. (I highlighted some areas of certain value).

The Navigation Hierarchies and only use: Content type, Single-value Choice fields, or Managed Metadata Fields and the Key Filters can only use Content Kind, Option Field, Managed Metadata Area, Particular person or Team Field, Date and Time Field, or Number Field. Between the 2 if you carry out some preparing using this in your mind you’ll be able to develop really effective User Interfaces out of the box.

We’re going to make use of the StateOfOrigin and YearOfReport choice fields in Both locations and we’re going to go away the Folders within the Navigation Hierarchy Fields.

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To configure the controls, you select the columns within the still left aspect and click on the Add button which moves them above for the right side. When you are completed your web page must seem like the figure previously mentioned. When it’s all set you’ll be able to click OK on the bottom from the page. Clicking Okay Not Demonstrated.

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Now that its all configured we can click the gdpByStateReports link in the breadcrumb where we will see our amazing U.I.

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Just below the Quick Launch, Share Point has added the Navigation Hierarchy and Key Filter Controls. I will start by clicking the State Of Origin in the top control.

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This expands to show the available fields (the options in choice column) I click on AR (Arkansas)

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Immediately the content area of the web page shows all the reports that have the value AR in the StateOfOrigin column, REGARDLESS of which folder they reside in!

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With the state of Arkansas Selected in the Hierarchy control (AR) I go to the key Filters click the drop down menu for YearOfReport, You may have noticed that the StateOfOrigin Drop down disappeared because I already filtered on that column.

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I select 2010 and click Apply. My results are immediately apparent. I now see all reports for the State of Arkansas from the year 2010, regardless of which Folder the result set resides in.

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If I click the link to go back to the Document Library I can see that it resets my controls to their original state an returns the YearOfReport drop down to the U.I.

That’s it! Users can now quickly and efficiently parse through folders with out of the box functionality.