Customizing the Facets in the UI

NETVIBES OnePart facets are the filtering criteria which appear on the left of a results page, for example, the Last saved by author:

This task shows you how to:

Context:

To have a properly functioning UI facet, 3 conditions must be met:



  • The meta must exist in the data model

  • This data model meta must be a category facet (except for Range facets that are configured in the search logic; see the Exalead CloudView Configuration Guide

  • The UI facet must be declared and plugged to the data model meta

Depending if the meta upon which you want to create a facet already exists or not, and is already a category facet or not, you might need to go through 1, 2 or 3 of these steps:

  1. Add a meta to the data model; see Add a new meta to the data model

  2. Transform a data model meta into a Category facet; see To add a category facet for an existing meta in the data model

  3. Add a facet to the Results List Page; see To add a facet in the Results list page

Note: Although, you can add facets directly in the search logic, we recommend that you go through the data model to configure the metas as category facets. The data model maps the properties to the associated facet in the search logic.

To add a category facet for an existing meta in the data model

Before you begin: In this procedure we will add a category facet for the existing file_folder meta. To setup the i18n file, see Changing Text Labels in the OnePart UI.
  1. Go to the Administration Console.
  2. Select Data Model and under Properties click file_folder.
  3. Select Category facet to add this meta as a facet to the search logic automatically.

    By default, this meta property is only configured as an index field.



  4. Go to Search Logics > sl0 and select the new file_folder facet in the list of Facets from data model.
  5. You see the configuration for the new facet including the Root path, Top/ClassProperties/file_folder.

    You’ll need to use this value if you want to configure the i18n file, see Changing Text Labels in the OnePart UI.



  6. Click Apply to save the changes.

To add a facet in the Results list page

Before you begin: For R2016x only, you can add the File folder facet to the UI using the file_folder meta.
  1. If you need to create a category facet, see the procedures: Add a new meta to the data model and To add a category facet for an existing meta in the data model
  2. Open the Mashup Builder.
  3. Select the /application page and edit the Advanced search widget.
    The third column in the Advanced layout widget includes the Advanced search widget that contains all the OnePart Facet List widgets.

  4. Under Widgets, click OnePart > Left pane.

    This displays all the Left Pane specific widgets in the product.
  5. Drag and drop the Refine widget to the container.
  6. Configure the widget in General:

    1. For 6W category field, enter "where", for example.
    2. For the Facet id use the contextual menu on the left to select the meta. For example, select file_folder from Contextual feed > Facets

    Note: The facet id should be a simple id that is relative to the feed. Therefore it does not need to reference the feed id.

    the Widget title is taken from the i18n file by default. We already configured the facet as facet_Top/ClassProperties/file_folder=Filefolder in the previous procedure so File folder will display in the UI.

  7. To configure the Pie chart mode, please refer to the other widgets already configured.
  8. Click Apply to save the configuration changes.
    The new facet will now display in the UI.

To add a column to the table page

Before you begin: You can add a column to the application page in particular for existing ERP data that you want to add as follows.
  1. Open the Mashup Builder at http://<HOSTNAME>:<BASEPORT+1>/mashup-builder
  2. Select the /application page and find the Table - Reuse - OnePart Result Table widget.

  3. Edit the widget OnePart Result Table.
  4. Click Content tab.
  5. Add a new column with at least a title and a Displayed value.

  6. Click Apply to save the changes.