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Create a Taxonomy-filtered Content Search Content Item 2

The Taxonomy-filtered Content Search content type is used to display a search form and search results for content items that use the Article content type. When a user enters a search term, a full-word search of the attributes of Article content items is performed. There is no partial-word search; this means that searching for “gui” will not return results for “guitar”. When the search results are displayed, users can narrow the results by taxonomy categories that are assigned to the content items.

The Taxonomy-filtered Content Search content type contains two content templates:

  • Search Form Taxonomy-filtered Content. Displays a search form; if you would like users to be able to access the search form from all pages, consider placing it on a master page.
  • Search Results Taxonomy-filtered Content. Displays search results with the ability to narrow search results by taxonomy category.

These content templates use a single content editor. We recommend that for taxonomy-filtered content search, you create one content item and assign both content templates to the item. When you need to place a search form or a search results placeholder on a page, you can select the content item and the appropriate content template.

Use the content editor for taxonomy-filtered content search

  1. In the content editor, under Search Options, do the following:
    • Click to select the Save Searches check box to save the user’s search terms from one session to the next; recent searches are displayed as a list at the top of the search results. Search terms are saved in a cookie.
    • If the Save Searches check box is selected, select how long the search terms will be retained from the Saved Search Terms Expire In list; options range from one day to one month.
  2. Under Results Options, do the following:
    • From the Number of Results Shown list, select the number of search results to initially display; by default, five search results will display. If there are more search results than the number selected here, users can click a View More link to display more results; the number of additional results displayed is based on the initial number of results shown, and users can continue to click the View More link to display additional results.
    • From the Default Results Order list, you can choose for search results to be displayed in one of the following three sort orders: Relevance, Date Descending, or Date Ascending. Dates are based on the original publish date.
    • Under Content Type, select Article.
    • Under Results Content Templates, select Article Summary or Article Summary with Small Image, depending on whether you want an image to display with each result.
    • Click in the Search Results Page box, and select a page that includes (or will include) this content item using the Search Results Taxonomy-filtered Content template.
    • Click in the Detail Page box, and select a page that includes a Content View content item; the article titles in the search results will link to this page to dynamically display the full article. Instructions for creating a detail page are at the end of this section.
  3. Under Filtering Options, do the following:
    • To allow users to filter search results by taxonomy categories, click the Filter by Taxonomy and Category check box, and then set the following options:
      • Under Number of Taxonomies, select the initial number of taxonomies to filter by from the Displayed list, and the additional number of taxonomies that can be displayed from the Additional list; the additional taxonomies display when the “Show More Filters” link is clicked (a filter is equivalent to a taxonomy). The maximum number of taxonomies you can display at initial page load is 10, and the maximum number of additional taxonomies that can be displayed is 10 for a total maximum of 20 taxonomies displayed at a time.  
      • Under Categories per Filter, select the initial number of categories displayed per taxonomy from the Displayed list, and the additional number of categories that can be displayed from the Additional list; the additional categories display when the “Show More Categories” link is clicked. The maximum number of categories per taxonomy you can display at initial page load is 10, and the maximum number of additional categories per taxonomy that can be displayed is 10 for a total maximum of 20 categories per taxonomy displayed at a time.  
      • Under Taxonomy Filter Logic, select either AND (if multiple categories are selected, the content items in the search results must be assigned all of the selected categories) or OR (if multiple categories are selected, the content items in the search results must match at least one of them).
    • To allow users to filter search results by date, click the Filter by Date check box; this allows users to filter by content items that have been added in the following date ranges: today, last 30 days, last 90 days, last 12 months, or a custom date range. Dates are based on the original publish date of articles.
  4. Under Advanced Options, in the Search Results Target Class box, leave this box set to the default value of article-link for individual search results to direct to the detail page as described in this section. Your page template developer might want to change this value to customize how the search results display for your organization, in which case a target class contained in the selected content template can be entered, and the target link will be prepended to the contents of any element containing the specified class.
  5. In the Actions panel, click Save.

When search results display on a page, the following components are displayed:

  • Total number of search results
  • List to select a different sort order for the results
  • Taxonomies and their categories that the search results can be filtered by
  • Date filters (if Filter by Date was selected in the content editor)

Taxonomies and the categories within them are displayed in order from most to least prevalent in the search results. Users can display more taxonomy filters (via the Show More Filters link) or more categories (via the Show More Categories link) if a number of additional taxonomies and categories to display was set in the Search Results Taxonomy-tagged Content editor.

Users can select one or more taxonomy categories and date filters to narrow the search results. If multiple categories are selected, content items need to match either one or all of the selected categories depending on the Taxonomy Filter Logic field in the Search Results Taxonomy-tagged Content editor.

If there are more search results than the amount selected to display on the initial page, users can click View More to see additional search results.

Recent searches will be saved for the period of time specified in the content editor unless the user manually clears the cookies from the browser or from the results page.

When a user clicks on the title of an article, he or she is directed to the page assigned in the Detail Page field in the content editor. This page should contain a Content View item that has page-specific properties set to display the full version of the article.

Create a detail page for taxonomy-tagged content search

  1. Create a page as you normally would and open it in the page editor.
  2. Click in the droppable area where you want full articles to dynamically display, and then click Add New Content.
  3. In the Create New Content dialog:
    • In Select Content Type, select Utility.
    • In Select Content Template, select Article Detail.
  4. In the Name box, enter a name for the content item (e.g., “Article details”).
  5. Click Finish.
  6. In the page editor, click the page-specific properties icon  in the content item bar.
  7. In the Page-specific Properties dialog, from the Content Type list, select Article.
  8. From the Content Template list, select Article Detail.
  9. Click Save.
  10. Add more content to the page as required.
  11. In the Actions panel, click Save.
  12. When the page is finished, in the Actions panel, click Publish.