On this page we will show you how to configure the
List Filter Web Part. Below you can see a few examples of what the results look like.
For installation instructions please refer to the
SharePoint List Filter Web Part Installation Guide.
Activate the feature
To activate the feature you first need to go to your site’s
Site settings.
Then select
Site collection features.
On this page you can activate and deactivate your site collection’s features. Scroll down to the
Sapiens.at.SharePoint List Filter Web Part 14.0/15.0 and click on
Activate.
This will also activate the
Sapiens.at.SharePoint Scriptloader 14.0/15.0 feature. The List Filter Web Part requires some scripts (jQuery and jQueryUI) to be loaded. If these files conflict with files you load from another solution, you can deactivate the feature or…
go to
Site settings then
Sapiens.at.SharePoint Script Loader…
and configure which jQuery files need to be loaded. Please note that the List Filter Web Part requires jQuery 1.6.2 or higher.
Add the Web Part to a page
To add the Web Part to a page, go to
Edit page.
Then click on
Add a Web Part.
Select the
sapiens.at category and then
Sapiens.at.SharePoint List Filter Web Part, then click on
Add.
Once you have added the Web Part to your page, you then need to configure how you want it to operate. To get to the List Filter Web Part settings, click on
Edit page.
Then select
Edit Web Part from the drop down menu on the List Filter Web Part.
On the right hand side you will now see the options for configuring the List Filter Web Part.
Select List View Web Part
Here you can select the List View Web Part(s) from this page you wish to filter. You can select more than one List View Web Part if you wish. The “Display search scope” option allows you to give the users the option to select from the List View Web Parts you have selected.If you do not want to display results when initially loading the page, you can by selecting the option under “Don’t display results on initial load”. Selecting this option can significantly improve performance.
Keyword search
The keyword search can be used in two ways: by using the “search” option, or by using the “list queries” option.
Use search
The “search” option allows you to search documents and attachments with SharePoint Server Search or Search Server using complex keyword queries, such as AND and OR, and wildcards. If you select this option you must configure the maximum number of rows for search results. This value must be between 500 and 10,000. If the number of items returned exceeds the configured limit, a message will be displayed to the user.Please note that the maximum number of rows for search results can have a significant impact on the filter’s performance. If you are experiencing long waits (more than a few seconds) when filtering, consider decreasing the maximum number of rows for search results.
Use list queries
The “list queries” option does not search documents and attachments. When using this option you must specify which fields you want to query. You should only choose the fields you actually need to search, as the number of fields selected will affect the filter’s performance.
Filter details
The filter details section is where you can adjust options to refine your search, customize its appearance and configure the startup settings for the Web Part.The List Filter Web Part uses four different controls to filter the list: a date range picker (used for date fields), a text box (for wildcard searches), a dropdown (used to select one value) and a multi select control (used to select more than one value).These controls are usually filled with values from items in the configured view. However, if you configure the List Filter Web Part to start with empty filters or have filters containing all possible values, the view doesn’t need to be queried. This significantly improves the filter’s performance, especially when used on large lists or libraries.The “Start with keyword search” option allows you to enter a keyword, select a date or choose a value from a filter containing all possible values. This is then used to populate the filter controls with values from the library or list.The “All possible values” option includes values already defined in other sources, like choices, lookups, managed metadata and people and groups. Please note that loading all possible values from sources containing large numbers of values can impact the performance.These two options can be combined to make a total of four ways to configure the List Filter Web Part.
1. Populate choices with values from the view
Do not select the “Start with keyword search” option and do not select the “All possible values option”.In this case the choices are filled with values which exist in the view. If you then apply a filter, the choices are only filled with values from the result set. This option is not recommended for large lists, as all the items in the view have to be queried.
This picture shows what the List Filter Web Part looks like using this option on the initial load. All values which are contained in the list to be filtered are displayed.
And here is what it looks like after filtering. All values remaining in the list after filtering are displayed.
2. Start with keyword search
Select the “Start with keyword search” option and do not select the “All possible values option”.In this case the choices are empty until you search for a keyword. After your first search the choices are populated with values from the result set. This option is recommended if you primarily want to use the keyword search. This option is suitable for use on large lists.
This picture shows what the List Filter Web Part looks like using this option on the initial load. No values are displayed and you must use the keyword search in order to populate the dropdown with values.
And here is what it looks like after filtering. All values remaining in the list after filtering are displayed.
3. Start with keyword search and view all possible values on initial load
Select the “Start with keyword search” option and select the “All possible values” option.In this case the choices are populated with all possible values (from other sources, such as choices, lookup lists, managed metadata and people or groups) on the initial load. Once a filter is applied (keyword search or filter) the choices are filled with values from the result set. The option is suitable for use on large lists, but please note that loading definitions from big sources (e.g. a large lookup list) can affect the filter’s performance.
This picture shows what the List Filter Web Part looks like using this option on the initial load. All potential values from the field, whether they can be found in the list or not, are displayed.
And here is what it looks like after filtering. All values remaining in the list after filtering are displayed.
4. Always populate all possible values
Do not select the “Start with keyword search” option and select the “All possible values” option.In this case the choices are always populated with all possible values (from other sources, such as choices, lookup lists, managed metadata and people or groups). This option has the advantage that if a lot of items are returned after the first filter is applied, there is no need to query them. This option is recommended for use on large lists, but please note that loading definitions from big sources (e.g. a large lookup list) can affect the filter’s performance.
This picture shows what the List Filter Web Part looks like using this option on the initial load. All potential values from the field, whether they can be found in the list or not, are displayed.
And here is what it looks like after filtering. All potential values are still displayed, even the ones which cannot be found in the list after filtering.
Maximum number of items
This option sets the maximum number of items in the multi select control. It has an impact on the rendering performance of the List Filter Web Part, as does the browser you use. If the number of filter values exceeds this limit, a single select dropdown will be displayed instead.
Include descendants
This option will include descendants in your search. However, this option only applies to managed metadata fields with the “All possible values” option selected. If selected, the entire managed metadata tree will be displayed.
Distinct lookup values
This option allows you to group multiple occurrences of a specific value into one option in the filter dropdown, whereas otherwise you will see all occurrences of this value. For more on this feature, see
this blog post.
Number of columns
This option allows you to specify the number of columns in which the filter details should be displayed.
Expand filter details
This option displays the expanded filter view by default when loading the page.
This option displays a button to apply your filters instead of filtering immediately when something is selected in the filter control (date range picker, dropdown or multi select control).
Display number of items
This option displays the total number of items and the number of items in the result set. Depending on the number of items, this can affect the filter’s performance.
This option displays a menu to save filter settings. This can be used to create reusable private and public filters.
This option displays a print button which opens the List Filter Web Part and all results in a new window.
This option displays the ‘Export to Excel’ button which opens the results in an Excel file.
Expand/Collapse
This option allows you to choose whether the expand/collapse function should be made available.
This option displays performance notifications for administrators. It is recommended that this option is selected for set up and during performance tests. The notifications allow administrators to monitor the execution of searches and queries, as well as the total execution time of the Web Part.
Apply settings from existing Web Part
If your page already contains an older version the the List Filter Web Part, you can also apply your settings to the updated version.
