Support and Documentation

Working with filters

Filtering search results

Full-text search can display many matching items, most of which may not pertain to the item for which you're searching. You can narrow the retrieved items by filtering on fields in the search panel. Each time you make a selection, Brightspot immediately updates the list of filtered items.

You can also filter items without doing full-text search.

Except for step 1, all steps in the following procedure are optional.

Procedure. To filter search results:
  1. In the header, click in the search field. The search panel appears.

    Search and filter fields
    Figure 95. Search and filter fields


  2. Type text in the Search field to perform a full-text search.

  3. From the topmost list, select the type of content for which you are searching. Making a selection from this list displays additional filter fields relevant to the content type. For example, if you select Article, Brightspot displays filter fields for Author, Section, and Tag in the Article Filters section. This section changes based on the content type you chose.

  4. To search for an item based on a date range, expand the date range list and select from the following choices:

    • Any Publish Date—returns items of the selected status regardless of date.

    • Publish Date: Today—returns items of the selected status for today only.

    • Publish Date: Yesterday—returns items of the selected status for yesterday only.

    • Publish Date: Past 7 Days—returns items of the selected status from within the past seven days.

    • Publish Date: Past 30 Days—returns items of the selected status from within the past 30 days.

    • Publish Date: Custom—opens a date range picker that allows you to choose the start and end date of the date range you want to search for items of the selected status.

  5. To search by an item's status, open the status list and select one or more of the following statuses.

    • Published

    • Archived

    • Draft

    • Revision

  6. To reset the search criteria, filters, and search results, click Reset at the top of the search panel.

Every time you apply a filter, Brightspot saves it along with the search criteria under the Recent Searches list (see the figure Recent Searches list).

Tip

Referring to the illustration Search and filter fields, Brightspot resets the global filters when you change the content type. For example, if you first search for articles with status Draft, and then search for images, Brightspot resets the status to Published. You can retain the values for the global filters as you change content types by turning on Enable Sticky Search Filters. For details, see Settings for the Global site.

The following table provides examples of search and filter criteria.

custom_date_search_all.png

Filters for any content type published between June 16, 2021 at 9:00 AM and June 30, 2021 at 9:00 AM.

custom_date_search_draft.png

Filters for any content type published on or before June 30, 2021 at 9:00 AM and is currently in a status of draft. This scenario occurs if you publish an item and then subsequently create a new version of that item and save it as a draft.

search_for_word_and_author.png

Searches for published articles containing the word imperative, and filters the results for articles authored by Immanuel Kant.

search_image_black.png

Filters for images tagged careers containing colors close to black.

Tip

You can customize the search panel to match your workflow. For example, when filtering by Author, you can automatically filter by Article as well. Contact your Brightspot representative for details.

Configuring placement of global filters

In the Global Filters widget, some filters are always visible, and some are in a collapsible widget. You can configure the filters appearing in that widget.

Procedure. To configure placement of global filters:
  1. In the Global Filters widget (see illustration Search and filter fields), click |mi-settings|. A Select Fields widget appears.

    moving-global-filters-to-more-less.svg
  2. Click fields in the Selected Fields column to move them to the Hidden Fields column. These fields appear in a More Filters or Less Filters widget.

  3. Click fields in the Hidden Fields column to move them to the Selected Fields column. These fields always appear under Global Filters.

  4. Click Update.

Configuring placement of content-type filters

In a content-type filters widget, some filters are always visible, and some are in a collapsible widget. You can configure the filters appearing in that widget.

Procedure. To configure placement of content-type filters:
  1. Under Global Filters, select the required content type. A content-type filters widget (such as Article Filters) appears.

    moving-content-type-filters-to-more-less.svg
  2. In the content-type filters widget (see illustration Search and filter fields), click |mi-settings|. A Select Fields widget (such as Select Article Fields) appears.

  3. Click fields in the Selected Fields column to move them to the Hidden Fields column. These fields appear in a More Filters or Less Filters widget.

  4. Click fields in the Hidden Fields column to move them to the Selected Fields column. These fields always appear under the content-type filter.

  5. Click Update.