How to define which document filters to show

workspace configuration’s site content types will define which metadata fields you can show as filters in a workspace. This page guides you in how to configure this, per workspace configuration.

  1. Go to MetaShare’s start page.
  2. Click on the “Settings” function in the top bar:
    MetaShare's "Settings" function
  3. Click on the workspace configuration that you want to customize, in MetaShare settings’ left navigation menu.
  4. Beneath the selected configuration, select the submenu “Document filters”:
    A workspace configuration's document filters
  5. On the settings page, you can now move the metadata that are to be used as document filters, for workspaces based on this workspace configuration, from the “Available” zone to the “Selected” zone:
    Select filters to show
    • “Folder” –  if this filter is used, all of the configuration’s workspaces will get the “Folder” filter displayed in their filter zone, regardless if the workspaces’ document libraries have folders or not. Normally this filter is used on migrated workspaces.
  6. Click on the “Save” button to save your changes.

Note

  1. If a metadata field has many values it might not make sense to add it as a document filter in the filter zone, as you will be getting a very long list of values to scroll through, when you open the filter. If the field is added as a document column in the document view, users will anyways be able to filter on any of its values by clicking on any of the documents’ clickable metadata values. Another reason to not add metadata column with many values as a document filter is that it will decrease performance, as all of the document filters’ values have to be retrieved before the workspace’s page is loaded.
  2. If you remove a column from a content type and then publish the content type you will need to go into the effected workspace configurations’ “Document filters” submenu and click on the “Save” button. This will force the workspace’s configuration to remove the column as a document filter.