Promoted filters (configuration)

Promoted filters allow you to add pre-configured filters to portal pages, normally to grid pages. Promoted filters, once they are configured for a page, are available on that page as soon as the member opens it. Promoted filters are useful when you use certain filters often and want them to be always available on a page because they give members quick access to page filters configured by the portal administrator or portal configuration manager.

For promoted filters, you configure not only the fields the value of which will be used as filters, but also the layout of promoted filters on the page. The look of a promoted filter depends on the data type that was configured for it. Various data types are supported, such as text, date-time, lookup, single-choice options, and multiple-choice options.

Promoted filters consist of the following:

(layout block element) Promoted Filter Set - In this layout block element, you configure set(s) of filters that will be available on the page as promoted filters. This element can be added to a grid, detail, dashboard layout block.
(layout block element) Promoted Filter Summary - In this layout block element, you configure the pane that displays applied filters. This element can be added to a grid, detail, dashboard layout block.
(layout block type) Field set promoted filter layout block - This is a layout block type that is only available for the Promoted filter summary element and serves only for layout purposes to help you organize promoted filters into filter groups (or individual filters) that will be displayed in separate layout blocks.

Tip

If you want your promoted filters to look tidy, we recommend configuring promoted filters within field set promoted filter layout blocks that are child layout blocks to the Promoted Filter Summary layout block element.

Both Promoted Filter Set and Promoted Filter Summary layout block elements may include the configuration of various controls, such as buttons that will be available for promoted filters. To add promoted filters to a page, you must add layout blocks with both these layout block elements. You can create complex configurations with multiple promoted filter sets to have promoted filters look the way you need.

To add a promoted filter summary to a page

In CMS, go to Contents and expand the node of a grid page, detail page, or dashboard (home) depending on where you want to add custom quick search. Normally, promoted filters are added to a grid page.
Select the icon next to the corresponding layout block node ( grid, detail, or home dashboard). Alternatively, select and hold (or right-click) the node, and then select Create.
Select Promoted filter summary.
On the header, enter the name that will be used to identify this layout block element in CMS.
On the General tab, fill in the general settings:
1. Title - Specifies the title of the layout block element that will be displayed on the page if specified. Specifying the title is optional.
2. Subtitle - Specifies the subtitle of the layout block element that will be displayed on the page if specified. Specifying the subtitle is optional.
3. Icon - Specifies the image that will be displayed in front of the title if specified. Adding an icon is optional. When choosing an icon, select any icon library set except umbraco-icon because icons from this icon library are not meant to be used with front end elements – this may cause bugs and visual glitches.
4. Width settings - Specifies the adaptive grid width settings for the layout block element per device. The width is automatically adjusted depending on the device the page is opened from.
5. Hide element - This setting hides the layout block element from the page. It can be configured per member group. Select one or several member groups, for which this layout block element will be hidden. Alternatively, you can select the ~All~ check box to hide it for all member groups (without the necessity to select every member group's check box) or select the Hide element check box to have all member groups selected at once.
6. Background color - Specifies the color that will be used as background of this layout block element.
7. Background image - Specifies the image that will be displayed in the background of this layout block element.
8. Description - Specifies a description of this layout block element.
9. Navigate-to page - Specifies the portal page that will be displayed when the portal member edits a record. For a promoted filter summary, filling in this setting is not required.
10. Content-from page - Specifies the portal page that will be displayed instead of the created page. The path on the address bar will be that of the original page. Use this setting only if you want to redirect the member to another existing portal page. Select Add to add a page that will be displayed instead of the source page. For a promoted filter summary, filling in this setting is not required.
11. Redirect-to page - Specifies the portal page that will be displayed instead of the created page. The path on the address bar will be that of the target page. Use this setting only if you want to redirect the member to another existing portal page. Select Add to add a page that will be displayed instead of the source page. For a promoted filter summary, filling in this setting is not required.
On the Settings tab, configure the settings as described below:
1. Show Clear all action - Specifies that the action that clears all currently set promoted filters is available in the promoted filter summary. The action that you enable here clears all promoted filters within the whole summary block; such an action can be configured for a specific filter set(s).
2. Show Apply all action - Specifies that the action that applies all currently set promoted filters is shown in the promoted filter summary. The action that you enable here applies all promoted filters within the whole summary block; such an action can be configured for a specific filter set(s).
3. Summary items - Specifies the settings that allow you to add various elements that will be available on the promoted filter summary.
  1. Apply all action - Use this type to add an action that applies all set promoted filters.
    1. Title - Specifies the title of a page or UI element on the page.
      1. Title - Specifies the title of a page or UI element on the page.
      2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
      3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
      4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
      5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
      6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    3. Hide element - Specifies that the element will be hidden for specific members.
    4. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    5. Button title - Specifies the title of a button.
    6. Button style - Specifies the style that will be applied to this button.
      1. Highlight action - if you apply this style, the command will be highlighted, which makes it accentuated. We recommend applying this style either to all actions on a page or to none of them. If you leave this setting empty, the default style will be applied.
  2. Clear all action - Use this type to add an action that clears all set promoted filters.
    1. Title - Specifies the title of a page or UI element on the page.
      1. Title - Specifies the title of a page or UI element on the page.
      2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
      3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
      4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
      5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
      6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    3. Hide element - Specifies that the element will be hidden for specific members.
    4. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    5. Button title - Specifies the title of a button.
    6. Button style - Specifies the style that will be applied to this button.
      1. Highlight action - if you apply this style, the command will be highlighted, which makes it accentuated. We recommend applying this style either to all actions on a page or to none of them. If you leave this setting empty, the default style will be applied.
  3. Search filters box - Use this type to add a search box where you can search promoted filters on the page.
    1. Title - Specifies the settings that allow you to configure how the title, subtitle, and/or tooltip of the summary item will look like.
      1. Title - Specifies the title of a page or UI element on the page.
      2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
      3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
      4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
      5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
      6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    3. Hide element - Specifies that the element will be hidden for specific members.
    4. Disabled - Specifies that the element will be hidden for specific members.
  4. Applied filter tags - Use this type to add tags that represent the list of currently applied promoted filters to the promoted filter summary.
    1. Show captions - Specifies that filter captions will be shown in the list of applied filters. If disabled, only filter values will be shown.
    2. Max. no. of applied filter tags - Specifies the maximum number of applied filter tags that will be visible before they are hidden under the Show more action, selecting which will display the remaining list of applied filters.
    3. Show more action format - Specifies how the action that shows the remaining list of applied filters, which is not currently visible in the summary, looks like. You specify the caption of the action as well as a variable [[count]], which will show how many applied filters are currently not shown. For example: Show more ([[count]])
    4. Title - Specifies the settings that allow you to configure how the title, subtitle, and/or tooltip of the summary item will look like.
    5. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    6. Heights - Specifies the minimum, standard and maximum height of the view elements in pixels on this page.
    7. Hide element - Specifies that the element will be hidden for specific members.
    8. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
4. Related filter sets - A Promoted filter summary element is used to display currently applied promoted filters. It may also include controls for managing applied filters, such as buttons or a search box for searching filters.
Select Save and publish to save the changes and publish them on the front end. Optionally, if you were editing the page, you can select Save and preview to preview how the page will look like on the front end.

The promoted filter summary only shows applied filter tags, and some controls if configured (search box and buttons). You must also configure promoted filter sets, and optionally organize them into field set promoted filter layout blocks.

Note

The promoted filter summary block can also be configured within Promoted Filter Set.

To add a field set promoted filter layout block

In CMS, go to Contents and expand the node where the Promoted filter summary element is already confiured.
Select the icon next to Promoted filter summary). Alternatively, select and hold (or right-click) the node, and then select Create.
Select Field set promoted filter layout block.
On the header, enter the layout block name that will be used to identify it in CMS.
On the General tab, fill in the general settings:
1. Title - Specifies the title of the layout block that will be displayed on the page if specified. Specifying the title is optional.
2. Subtitle - Specifies the subtitle of the layout block that will be displayed on the page if specified. Specifying the subtitle is optional.
3. Icon - Specifies the image that will be displayed in front of the title if specified. Adding an icon is optional. When choosing an icon, select any icon library set except umbraco-icon because icons from this icon library are not meant to be used with front end elements – this may cause bugs and visual glitches.
4. Width settings - Specifies the adaptive grid width settings for the layout block per device. The width is automatically adjusted depending on the device the page is opened from.
5. Hide element - This setting hides the layout block from the page. It can be configured per member group. Select one or several member groups, for which this layout block will be hidden. Alternatively, you can select the ~All~ check box to hide it for all member groups (without the necessity to select every member group's check box) or select the Hide element check box to have all member groups selected at once.
6. Background color - Specifies the color that will be used as background of this layout block .
7. Background image - Specifies the image that will be displayed in the background of this layout block .
8. Description - Specifies a description of this layout block element.
9. Navigate-to page - Specifies the portal page that will be displayed when the portal member edits a record. For a layout block, filling in this setting is not required.
10. Content-from page - Specifies the portal page that will be displayed instead of the created page. The path on the address bar will be that of the original page. Use this setting only if you want to redirect the member to another existing portal page. Select Add to add a page that will be displayed instead of the source page. For this case, filling in this setting is not required.
11. Redirect-to page - Specifies the portal page that will be displayed instead of the created page. The path on the address bar will be that of the target page. Use this setting only if you want to redirect the member to another existing portal page. Select Add to add a page that will be displayed instead of the source page. For this case, filling in this setting is not required.
On the Layout settings tab, fill in the layout settings:
1. View type - Specifies how content in the child layout blocks is presented:
  - Default (or empty)- With the default view type, child layout blocks will be displayed on top of each other or side by side depending on the layout block width. If you are going to use this view, you need to create a layout block for every type of detail page content (field set, grid) as a child page under the detail page.
  - Accordion - With this view type, the child layout blocks are collapsed on top of each other when you open open the page.
  - DropDown - With this view type, one child layout block will be displayed at a time, and other child layout blocks will be selectable from a drop-down menu.
  - Tab - With this view type, child layout blocks are displayed on tabs. The tabs are displayed above the content.
  - Tab (bottom) - With this view type, child layout blocks are displayed on tabs. The tabs are displayed below the content.
  - Tab (left) - With this view type, child layout blocks are displayed on tabs. The tabs are displayed to the left of the content.
  - Tab (right) - With this view type, child layout blocks are displayed on tabs. The tabs are displayed to the right of the content.
  - Wizard (tab view) - An alternative method of presenting data on tabs. This view tab currently works as the Default view.
2. Enable quick link - Specifies whether the layout block caption will appear as a link on the page header to navigate between layout blocks from the header. The header link will be displayed only when the page with this layout block is opened.
3. Heights - Specifies settings that allow you to configure the minimum, standard, and maximum height of the view elements in pixels on this layout block.
4. Collapsing - Specifies the settings that allow you to control the default state of the layout block, add a button that allows members to expand or collapse it, and configure how it can be expanded/collapsed.
  - Enabled - Specifies that this set of settings is activated.
  - Dimension - Specifies in which dimension the layout block can be expanded or collapsed.
    - Button position - Specifies the place of the button that expands/collapses the layout block on the layout block header.
    - Promoted content position - Specifies the place of the promoted content on the layout block header. Promoted content is shown in addition to the title when the layout block is collapsed. Promoted content may include rich text or another embedded content block(s).
  - Default state - Specifies the state of the layout block that will be used by default on opening the page.
  - Show button on hover - Specifies that the button that collapses or expands the layout block is visible only when you hover over its position on the layout block header. If this setting is disabled, the button is always visible.
  - Collapsed state icon - Specifies the icon that will be used for the button that expands or collapses the layout block when it is in the collapsed state.
  - Expanded state icon - Specifies the icon that will be used for the button that expands or collapses the layout block when it is in the expanded state.
  - Smooth collapsing/expanding - Specifies that collapsing or expanding of the layout block is animated smoothly. If this setting is disabled, collapsing/expanding will appear to have abrupt movement.
  - Promoted content - Specifies rich text that will be shown as promoted content on the layout block header. Rich text allows you to incorporate various visual elements and enhancements such as different fonts, font sizes, colors, styles (bold, italic, underline), alignment, lists, hyperlinks, and even embedded images or multimedia content. For example, a piece of code that shows the formatted caption of a specific entity field and its value: <p><span style="background-color: #e9f0ff; display: inline-block; padding: 5px;">Shipment Date: [[shipmentdate]]</span></p> where [[shipmentdate]] is a variable that will be replaced with the value of the corresponding entity field.
    - Text - Specifies rich text that will be shown as promoted content on the layout block header. Rich text allows you to incorporate various visual elements and enhancements such as different fonts, font sizes, colors, styles (bold, italic, underline), alignment, lists, hyperlinks, and even embedded images or multimedia content.
    - Show vertically - Specifies rich text that will be shown as promoted content on the layout block header. Rich text allows you to incorporate various visual elements and enhancements such as different fonts, font sizes, colors, styles (bold, italic, underline), alignment, lists, hyperlinks, and even embedded images or multimedia content.
5. Position - Specifies how the layout block content will be shown in relation to the grid page. If enabled, the layout block content will be shown before the grid (above the grid or on the left side depending on the width settings of the layout block). If disabled, the layout block content will be shown after the grid (below the grid or on the right side depending on the width settings of the layout block).
6. Maximizing - Specifies the settings that allow you to add buttons that fit the content of the layout block into a specific area.
  - Enable - Specifies that this set of settings is activated.
  - Mode - Specifies the area that the content of the layout block will fit into when the button of this setting set is used by the member on the layout block header:
    - Browser's content area - The layout block will be maximized to fit its content into the visible area of a browser web page.
    - Parent block's content area - The layout block will be resized to fit its content into the content area of the parent layout block if any.
    - Portal page content area - The layout block will be resized to fit its content into the content area of a portal page, which is the area between the header and the footer.
  - Show button on hover - Specifies that the button that resizes the layout block to fit its content into a specific area is visible only when you hover over its position on the layout block header. If this setting is disabled, the button is always visible.
7. Layout block style - Specifies the style that defines how the layout block content will be displayed on the page in relation to other layout blocks. By default, the layout block will occupy all available space from top to bottom taking into account the width settings. This can be useful when you want to display related grids on a single page where one grid would display records only for a selected record on the related grid (for grid relation to work, the grid's layout block must have a style applied here). For example:
  Two related grids (one under the other) with no records selected:
  
  With a record selected:
Select Save and publish to save the changes and publish them on the front end. Optionally, if you were editing the page, you can select Save and preview to preview how the page will look like on the front end.

Now you can use this field set promoted filter layout block to host a set of promoted filters or individual filters.

To add a promoted filter set

In CMS, go to Contents and expand the node of a grid page, detail page, or dashboard (home) depending on where you want to add a promoted filter set.
Select the icon next to the corresponding layout block node ( grid, detail, or home dashboard or Field set promoted filter layout block). Alternatively, select and hold (or right-click) the node, and then select Create.
Select Promoted Filter Set.
On the header, enter the element name that will be used to identify it in CMS.
On the General tab, fill in the general settings:
1. Title - Specifies the title of the layout block element that will be displayed on the page if specified. Specifying the title is optional.
2. Subtitle - Specifies the subtitle of the layout block element that will be displayed on the page if specified. Specifying the subtitle is optional.
3. Icon - Specifies the image that will be displayed in front of the title if specified. Adding an icon is optional. When choosing an icon, select any icon library set except umbraco-icon because icons from this icon library are not meant to be used with front end elements – this may cause bugs and visual glitches.
4. Width settings - Specifies the adaptive grid width settings for the layout block element per device. The width is automatically adjusted depending on the device the page is opened from.
5. Hide element - This setting hides the layout block element from the page. It can be configured per member group. Select one or several member groups, for which this layout block element will be hidden. Alternatively, you can select the ~All~ check box to hide it for all member groups (without the necessity to select every member group's check box) or select the Hide element check box to have all member groups selected at once.
6. Background color - Specifies the color that will be used as background of this layout block element.
7. Background image - Specifies the image that will be displayed in the background of this layout block element.
8. Description - Specifies a description of this layout block element.
9. Navigate-to page - Specifies the portal page that will be displayed when the portal member edits a record. For a promoted filter set, filling in this setting is not required.
10. Content-from page - Specifies the portal page that will be displayed instead of the created page. The path on the address bar will be that of the original page. Use this setting only if you want to redirect the member to another existing portal page. Select Add to add a page that will be displayed instead of the source page. For a promoted filter set, filling in this setting is not required.
11. Redirect-to page - Specifies the portal page that will be displayed instead of the created page. The path on the address bar will be that of the target page. Use this setting only if you want to redirect the member to another existing portal page. Select Add to add a page that will be displayed instead of the source page. For a promoted filter set, filling in this setting is not required.

On the Settings tab, configure the settings as described below:

Entity - Specifies the table the data from which will be retrieved on the page.

Filters - Specifies the fields from the table the values from which will be used as filters to retrieve data.

Filter set group - Use this type to add a group of filter sets. You can configure the filter conjunction logic.
1. Filter Logic - Specifies the logical operations used to combine multiple filtering conditions when applying filters.
2. Group filters - Specifies a set of filters that belong to this filter group.
  1. Filter - Use this option to add a filter to this filter set.
    1. Filter Logic - Specifies the logical operations used to combine multiple filtering conditions when applying filters.
    2. Field - Specifies an entity field the value of which will be used to filter data. The availability of fields for selection depends on the selected entity.
    3. Operator - Specifies a symbol that denotes a logical operation.
    4. Data type - Specifies the type of value the field can hold, which defines how this value can be edited.
      1. Text - Specifies the data type that is used to store alphanumeric characters, such as letters, numbers, and symbols, as well as code, or data mask.
        
        Max. length - Specifies the maximum number of characters that this field can hold.
      2. DateTime - Specifies the data type that is used to store date and time values; it can store only date if necessary.
        
        Only date - Specifies that this field can hold only date value (without time).
      3. Lookup - Specifies the data type that is used to create relationships between tables. With this type, you can select one or several items from a drop-down item list.
        
        Lookup entity - Specifies the name of a portal entity that contains a field to which this field will look up.
        
        Filters - Specifies the fields from the table the values from which will be used as filters to retrieve data.
        
        Value field name - Specifies the name of lookup entity field the values from which will be used to sort the values of the Value field in the drop-down list.
        
        Direction - Specifies the name of lookup entity field the values from which will be used to sort the values of the Value field in the drop-down list: ascending or descending.
        
        Display entity mask - Specifies the mask that difnes how the value is displayed.
        
        Lookup entity mask - Specifies the name of lookup entity field the values from which will be used to sort the values of the Value field in the drop-down list.
        
        Max. no. of options per dropdown page - Specifies the maximum number of options that will be displayed on a single page in a drop-down list of an option field. If the number of options exceeds this number, the member will be able to navigate through drop-down pages to see other options.
        
        Show only unique values - Specifies whether duplicate values will be allowed in the lookup.
        
        Multiple values - Specifies whether duplicate values will be allowed in the lookup.
      4. Single value picker - Specifies the data type that allows you to select a single value from a predefined list of options.
        
        Options - Specifies options that will be available for selection in this field.
        
        Constant - Specifies options that are fixed values and always remain the same.
        
        Dynamic - Specifies options the values of which is retrieved from the entity fields that you configure, and, therefore, can change if the value of the source field changes.
        
        Dynamic with filters - Specifies options that are fixed options that apply pre-configured filters when an option is selected.
        
        Template - Specifies options that will be available for selection in this field.
      5. Multiple value picker - Specifies the data type that allows you to select multiple values from a predefined list of options.
        
        Options - Specifies options that will be available for selection in this field.
        
        Constant - Specifies options that are fixed values and always remain the same.
        
        Dynamic - Specifies options the values of which is retrieved from the entity fields that you configure, and, therefore, can change if the value of the source field changes.
        
        Dynamic with filters - Specifies options that are fixed options that apply pre-configured filters when an option is selected.
        
        Template - Specifies options that will be available for selection in this field.
    5. Summary settings - Specifies settings that define how the applied promoted filter will appear in the promoted filter summary and whether it will appear there.
      1. Show field caption - Specifies that the field caption of the applied promoted filter will be shown in the summary block along with the field value. If disabled, only the field value will be shown.
      2. Data format - Specifies the format that will applied to the data of the applied promoted filter in the summary block.
      3. Enabled - Specifies that the values of this field will appear in the summary when a promoted filter is applied using a value of this field. If disabled, the field values will be hidden from the summary.
    6. Title - Specifies the settings that allow you to configure how the title, subtitle, and/or tooltip of the summary item will look like.
    7. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    8. Hide element - Specifies that the element will be hidden for specific members.
    9. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
  2. Filer set group - Use this type to add a group of filter sets. The settings are the same as on the higher level. You can add groups of filters within a group of filters to create complex filter logic.
  3. Apply all action - Use this type to add an action that applies all set promoted filters.
    1. Title - Specifies the title of a page or UI element on the page.
      1. Title - Specifies the title of a page or UI element on the page.
      2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
      3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
      4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
      5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
      6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    3. Hide element - Specifies that the element will be hidden for specific members.
    4. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    5. Button title - Specifies the title of a button.
    6. Button style - Specifies the style that will be applied to this button.
      1. Highlight action - if you apply this style, the command will be highlighted, which makes it accentuated. We recommend applying this style either to all actions on a page or to none of them. If you leave this setting empty, the default style will be applied.
    7. Auto-apply - Specifies that filters that you set are automatically applied without having to use the Apply all action.
  4. Clear all action - Use this type to add an action that clears all set promoted filters.
    1. Title - Specifies the title of a page or UI element on the page.
      1. Title - Specifies the title of a page or UI element on the page.
      2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
      3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
      4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
      5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
      6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    3. Hide element - Specifies that the element will be hidden for specific members.
    4. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
    5. Button title - Specifies the title of a button.
    6. Button style - Specifies the style that will be applied to this button.
      1. Highlight action - if you apply this style, the command will be highlighted, which makes it accentuated. We recommend applying this style either to all actions on a page or to none of them. If you leave this setting empty, the default style will be applied.
  5. Summary - Use this type to add a block with the list of all currently applied filters. This block may also include various controls for managing filters.
3. Title - Specifies the title of a page or UI element on the page.
  1. Title - Specifies the title of a page or UI element on the page.
  2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
  3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
  4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
  5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
  6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
5. Hide element - Specifies that the element will be hidden for specific members.
6. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
7. Heights - Specifies the minimum, standard and maximum height of the view elements in pixels on this page.
Apply all action - Use this type to add an action that applies all set promoted filters.
1. Title - Specifies the title of a page or UI element on the page.
  1. Title - Specifies the title of a page or UI element on the page.
  2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
  3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
  4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
  5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
  6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
3. Hide element - Specifies that the element will be hidden for specific members.
4. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
5. Button title - Specifies the title of a button.
6. Button style - Specifies the style that will be applied to this button.
  1. Highlight action - if you apply this style, the command will be highlighted, which makes it accentuated. We recommend applying this style either to all actions on a page or to none of them. If you leave this setting empty, the default style will be applied.
Clear all action - Use this type to add an action that clears all set promoted filters.
1. Title - Specifies the title of a page or UI element on the page.
  1. Title - Specifies the title of a page or UI element on the page.
  2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
  3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
  4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
  5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
  6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
3. Hide element - Specifies that the element will be hidden for specific members.
4. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
5. Button title - Specifies the title of a button.
6. Button style - Specifies the style that will be applied to this button.
  1. Highlight action - if you apply this style, the command will be highlighted, which makes it accentuated. We recommend applying this style either to all actions on a page or to none of them. If you leave this setting empty, the default style will be applied.
Search filters box - Use this type to add a search box where you can search promoted filters on the page.
1. Title - Specifies the settings that allow you to configure how the title, subtitle, and/or tooltip of the summary item will look like.
  1. Title - Specifies the title of a page or UI element on the page.
  2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
  3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
  4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
  5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
  6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
3. Hide element - Specifies that the element will be hidden for specific members.
4. Disabled - Specifies that the element will be hidden for specific members.

Summary - Use this type to add a block with the list of all currently applied filters. This block may also include various controls for managing filters.

Note

For layout configuration purposes, the promoted filter summary can also be configured as a separate page element as described above.

Show Clear all action - Specifies that the action that clears all currently set promoted filters is available in the promoted filter summary. The action that you enable here clears all promoted filters within the whole summary block; such an action can be configured for a specific filter set(s).
Summary items - Specifies the settings that allow you to add various elements that will be available on the promoted filter summary.
1. Apply all action - Use this type to add an action that applies all set promoted filters.
  1. Title - Specifies the title of a page or UI element on the page.
    1. Title - Specifies the title of a page or UI element on the page.
    2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
    3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
    4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
    6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
  2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
  3. Hide element - Specifies that the element will be hidden for specific members.
  4. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
  5. Button title - Specifies the title of a button.
  6. Button style - Specifies the style that will be applied to this button.
    1. Highlight action - if you apply this style, the command will be highlighted, which makes it accentuated. We recommend applying this style either to all actions on a page or to none of them. If you leave this setting empty, the default style will be applied.
2. Clear all action - Use this type to add an action that clears all set promoted filters.
  1. Title - Specifies the title of a page or UI element on the page.
    1. Title - Specifies the title of a page or UI element on the page.
    2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
    3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
    4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
    6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
  2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
  3. Hide element - Specifies that the element will be hidden for specific members.
  4. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
  5. Button title - Specifies the title of a button.
  6. Button style - Specifies the style that will be applied to this button.
    1. Highlight action - if you apply this style, the command will be highlighted, which makes it accentuated. We recommend applying this style either to all actions on a page or to none of them. If you leave this setting empty, the default style will be applied.
3. Search filters box - Use this type to add a search box where you can search promoted filters on the page.
  1. Title - Specifies the settings that allow you to configure how the title, subtitle, and/or tooltip of the summary item will look like.
    1. Title - Specifies the title of a page or UI element on the page.
    2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
    3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
    4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
    5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
    6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
  2. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
  3. Hide element - Specifies that the element will be hidden for specific members.
  4. Disabled - Specifies that the element will be hidden for specific members.
4. Applied filter tags - Use this type to add tags that represent the list of currently applied promoted filters to the promoted filter summary.
  1. Show captions - Specifies that filter captions will be shown in the list of applied filters. If disabled, only filter values will be shown.
  2. Max. no. of applied filter tags - Specifies the maximum number of applied filter tags that will be visible before they are hidden under the Show more action, selecting which will display the remaining list of applied filters.
  3. Show more action format - Specifies how the action that shows the remaining list of applied filters, which is not currently visible in the summary, looks like. You specify the caption of the action as well as a variable [[count]], which will show how many applied filters are currently not shown. For example: Show more ([[count]])
  4. Title - Specifies the settings that allow you to configure how the title, subtitle, and/or tooltip of the summary item will look like.
  5. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
  6. Heights - Specifies the minimum, standard and maximum height of the view elements in pixels on this page.
  7. Hide element - Specifies that the element will be hidden for specific members.
  8. Disabled - Specifies that this element is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
Title - Specifies the settings that allow you to configure how the title, subtitle, and/or tooltip of the summary item will look like.
1. Title - Specifies the title of a page or UI element on the page.
2. Subtitle - Specifies the subordinate title of a page or UI element on a page.
3. Tooltip - Specifies text message that will be shown on hover over a question mark icon next to the UI element.
4. Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
5. Show after item - Specifies that the title is shown to the right of the item or below it depending on the width settings. If disabled, the title is shown to the left or above the item depending on the width settings.
6. Disabled - Specifies that this setting set is temporarily disabled preserving the configuration. You can later enable it again at any time without having to configure it from scratch.
Width settings - Specifies adaptive width settings for a tile, tab, field set or caption. The width will be automatically adjusted depending on the device the portal is opened on.
Hide element - Specifies that the element will be hidden for specific members.
Disabled - Specifies that the element will be hidden for specific members.

Related grids - Specifies related grids in which records will be filtered out. By default, the parent grid is used. Configure this if want to filter records in other grid(s).
1. Grid - Specifies a grid in which records will be filtered using promoted filters.
2. Grid title - Specifies the title of a grid in which records will be filtered using promoted filters. This title is shown only in CMS for user convenience: there can be a lot of related grids, and using any logical custom name for the user would make it easier to identify a grid during the setup process.

Select Save and publish to save the changes and publish them on the front end. Optionally, if you were editing the page, you can select Save and preview to preview how the page will look like on the front end.