Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add User Filters to a Widget

  • Updated:

Who can use this feature?

System Administrator | Owner | Publisher | Author

 

Administrative staff can set User Filters on a widget. These allow public users to filter for content that is relevant to them.

 

Article Navigation

 

Not finding what you are looking for? View some additional resources.

 

New UI Instructions

  1. Click Try New UIThe button labeled Try New UI in the top-right corner.
  2. Navigate to your desired page
  3. Click ContentThe button labeled Content in the vertical left-hand navigation manue.
  4. Drag and drop the desired content onto your page or select an existing widget The piece of content dragged and dropped on the page.
  5. Check the Automatically select relevant content box The check box labeled Automatically select relevant content.
  6. Configure the auto-populate options as needed The auto-populate options under the Automatically select relevant content toggle when checked.
    • Note: The Content Types selected will be the content types you can add filters for below.
  7. Scroll down and expand the Content Appearance tabThe tab labeled Content Appearance.
  8. Scroll down to User Filtering and choose if you wish to filter by Category or Content TypeThe Category and Content Type options in the Filter By dropdown, under the User Filtering header.
  9. Select the Content Types or Categories you wish to provide filters for The Content Type dropdown field.
  10. Click Save or PublishThe floppy disk icon and the upload icon.

 

Go to Article Navigation

 

Old UI Instructions

  1. Navigate to your desired page
  2. Ensure that Live Edit Is OnThe pencil icon at the top of the page, to the right of the gear icon.
  3. Drag and drop the desired content onto your page or select an existing widget The chosen content dragged-and-dropped onto the page.
  4. Check to Automatically select relevant contentThe checkbox toggle labeled Automatically select relevant content.
  5. Configure the auto-populate options as needed The dropdown fields under the Automatically select relevant content toggle.
    • Note: The Content Types selected will be the content types you can add filters for below.
  6. Scroll down to the User Filtering section and choose if you wish to filter by Category or Content TypeThe dropdown labeled Filter By under the User Filtering header.
  7. Select the Content Types or Categories you wish to provide filters for The dropdown labeled Categories under the Filer By dropdown.
    • Note: You can allow filtering for more than one content type, however, public users will currently only be able to filter by one content type at a time.
  8. If filtering by Content Types, you can then select the Filter Fields you wish to include The Filter Fields dropdown, under the Content Types dropdown.
    • Note: Not all field types are supported so only available filtering options will be listed in the drop-down.
  9. Click Save at the top of the page to save changes The button labeled Save in the top-right corner, under the Try New UI button.
  10. Turn Off Live Edit to preview your filters The Turn Off Live Edit button that appears after clicking on the pencil icon.
  11. The filters will now display on the widget An example image of the filters appearing in the widget on the page.

 

Go to Article Navigation

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.