Smart Toolbar: How to Use the Filter Widget : ShortPoint Support

NOTEThis feature will be released soon.

This article will demonstrate how to add the Filter widget to a Design Element:

filter widget

NOTEYou can only add the Filter widget to the following Design Elements: Image List, Date List, File List, Icon List, Events, Image Titles, Simple List, Tiles, or Image Caption.

TABLE OF CONTENTS

Prerequisites
Interactive Tutorial
Step-by-step Tutorial
Filter Widget Features

Prerequisites

You must have ShortPoint version 8.4.0.0 and above installed on your SharePoint environment.
You must be a ShortPoint Designer with an active license.
You must already have any of these Design Elements on your page: Image List, Date List, File List, Icon List, Events, Image Titles, Simple List, Tiles, or Image Caption.

Interactive Tutorial

Click Get Started to learn how to use the Filter widget:

NOTEYou can activate more than one widget. Check How to Activate Multiple Smart Toolbar Widgets to learn more.

Step-by-step Tutorial

Follow the detailed guide below to learn how to add the Filter widget:

Step 1: Edit the ShortPoint Web Part

Go to the SharePoint page you want to use and click Edit:

Edit

Click the close icon to close the Toolbox:

cross icon

Click the ShortPoint tag.
Select the Edit properties icon:

Edit properties icon

Step 2: Edit the Design Element

NOTEYou must already have any of these Design Elements on your page: Image List, Date List, File List, Icon List, Events, Image Titles, Simple List, Tiles, or Image Caption.

Click the Easypass tag of the Design Element you want to use. For this guide, we will use the Image List Design Element:

Easypass tag

Select the cogwheel icon:

Cogwheel icon

Navigate to the Toolbar tab:

Toolbar tab

Click the Filter widget:

Filter widget

Step 4: Create a Filter

Click the cogwheel icon to create a filter:

Cogwheel icon

Add a Title to your filter.
Choose the Design Element property (Title, Subtitle, Description, etc.) you want to be filtered.

NOTEThe Design Element Property choices depend on the Design Element you are using.

design element property

Click Activate:

Activate

(Optional) You can create multiple filters. To do this, simply click Add New:

Add New

(Optional) Repeat the steps above—add a Title, select the Document property you want to filter, and click Activate.
Then, click Activate again:

Activate

NOTEYou can further customize the look of the Sort widget using the Settings button of the Smart Toolbar. Follow the optional steps below to learn how.

(Optional) Click Back to Widgets:

Back to widgets

(Optional) Click Settings:

Settings

(Optional) Customize the Background, Widget Size, and/or Text Color of the active widgets:

settings options

Click the green check mark to apply all changes.

NOTEYou can activate more than one widget. Check out How to Activate Multiple Smart Toolbar Widgets to learn how.

Step 6: Save

Click the eye icon to see your page in real time:

eye icon

Click Save to keep your changes:

Save

That’s it! You have successfully added the Filter widget to your selected Design Element. You can check the next section to see all the modifiable features available for Filter.

NOTEIf you want to remove the Filter widget, simply click the Filter widget again, select Deactivate, and click the green check mark to apply the changes. You can check out How to Deactivate Active Smart Toolbar Widgets for more details.

deactivate filter widget

Below are the features you can customize for the Filter widget:

	Duplicate icon	allows you to copy a filter.
	Cogwheel icon	allows you to open a separate settings page where you can modify the filter content.
	Trash icon	allows you to delete a filter.
	Drag icon	allows you to rearrange the filters.
	Add New	allows you to add a new filter.
	Title	allows you to create a name for your filter.
	Filter In	allows you to choose the Design Element property you want to filter.