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SharePoint pages often contain thousands of data points, resulting in lengthy lists of information. For example, you might have an Image List displaying all your employees, a File List containing all your documents, or a Date List showing all your company events:
But with all that data on your page, finding the information you need can take a lot of time and work. This is where ShortPoint's new Search & Filter Toolbar comes in! With it, you can add Search, Filter, and Sort widgets to your Design Elements. These widgets make it easier to find what you need.
In this article, we will walk you through the basics of all the Search & Filter Toolbar features to help you get the data on your page sorted and organized.
TABLE OF CONTENTS
- Prerequisites
- What is the Search & Filter Toolbar?
- Search & Filter Toolbar Widgets
- Activating Multiple Search & Filter Toolbar Widgets
- Deactivating Search & Filter Toolbar Widgets
Prerequisites
- To access the Search & Filter Toolbar, you must have ShortPoint version 8.4.0.0 or above installed on your SharePoint environment.
- You must be a ShortPoint Designer with an active license.
What is the Search & Filter Toolbar?
The Search & Filter Toolbar is a new ShortPoint feature that lets you add widgets (Sort, Filter, and Search) to selected ShortPoint Design Elements. These widgets enable users to search, filter, and sort data on your page easily.
The Search & Filter Toolbar is currently only available for these Design Elements: Date List, File List, Icon List, Image List, Events, Image Titles, Simple List, and Tiles. To access it:
- Click the Easy Pass tag of your chosen Design Element.
- Select the cogwheel icon to open the Settings window.
- Navigate to the Toolbar tab.
In the Toolbar tab, you'll see all available widgets: Search, Filter, and Sort. To add a widget:
- Click the widget you want to use.
- Customize it to your liking.
- Select Activate.
- Click the green check mark.
In addition, the Search & Filter Toolbar has a Settings button that allows you to further customize how your widgets will look, including the size and color of the text inside the widget:
If you don't have access to the Search & Filter Toolbar yet, make sure that you have upgraded to the latest ShortPoint SPFx version. The Search & Filter Toolbar is available for ShortPoint Designers with ShortPoint SPFx version 8.4.0.0 and above.
Search & Filter Toolbar Widgets
Here are all the widgets you can use to search, filter, and sort your data:
Search
The Search widget adds a search bar to your selected Design Element. It allows users to quickly find specific items within the content. For instance, using the Search widget, a user easily found "Marie Johnson" among many entries:
To learn more about the features you can customize using the Search widget, check out Search & Filter Toolbar: How to Use the Search Widget.
Filtration
The Filtration / Filter widget adds customizable filters to your Design Elements based on their assigned properties (Titles, Subtitles, Description, etc.). For example, in our Image List, we have Titles (employee names) and Subtitles (job titles). We created a filter for all the subtitles, allowing users to easily sort employees by their roles:
To learn more about the features you can customize using the Filter widget, check out Search & Filter Toolbar: How to Use the Filter Widget.
Sort
The Sort Widget allows you to arrange your content in ascending or descending order. You can sort based on various Design Element properties such as Title, Subtitle, Description, etc. In our example, we used the Titles (employees' names) to sort in descending order:
To learn more about the features you can customize using the Sort widget, check out Search & Filter Toolbar: How to Use the Sort Widget.
That's it! You now know the basics of the Search & Filter Toolbar. You can now use all these amazing widgets to improve the organization of data on your SharePoint pages.
Activating Multiple Search & Filter Toolbar Widgets
You can activate multiple Search & Filter Toolbar Widgets for a Design Element. For more details about this, check out How to Activate Multiple Search & Filter Toolbar Widgets.
Deactivating Search & Filter Toolbar Widgets
To deactivate active Search & Filter Toolbar Widgets, you can simply click the Deactivate button. For more details, check out How to Deactivate Active Search & Filter Toolbar Widgets.
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