The Goal: Enable Advanced search and filtering on a directory so website visitors can narrow results by the custom fields you choose.
Before You Begin:
- You need staff access to manage directories under Settings.
- Create the custom fields you want to filter by first, and set each one to Public — only Public custom fields created for organizations or individuals will be available for filtering.
Custom fields provide a great way for visitors to your website to find just the member they are looking for. By enabling the filtering option, an Advanced filtering option is available on the directory, and visitors can select options from custom fields.
Step-by-Step Instructions
- Go to Settings, Website section, click Directories, then click the hyperlink for the desired directory.
- Click the Advanced Options check-box.
- In the Search Filtering section, click Enable Advanced Search and Filtering.
- Select the custom fields you wish to allow filtering by from the Allow Filtering by Custom Fields list. Custom fields that you have created for organizations or individuals and set to Public will be displayed.
- Click Done.
Common Pitfalls
- Custom field not appearing in the list: Only custom fields set to Public can be used for filtering. If a field is missing, confirm it exists for organizations or individuals and that its visibility is set to Public before returning to this screen.