Filters in hosted Document Library Pro add dropdown lists above your library so visitors can narrow the documents by choosing an option. They work on the documents after the library has loaded, and you set them up in the Library Builder.
Available filters
You can create filter dropdowns for the following:
- Categories.
- Tags.
- Document author.
- File type.
- Custom taxonomies.
How to add filters
You add filters in the Library Builder when creating or editing a library.
Once you switch on filter dropdowns, a drag-and-drop filter builder appears:
- Use the “Choose a filter” dropdown to add filters such as categories, tags or a custom taxonomy.
- Use the pencil icon to rename each filter.
- Drag the dotted handles on the left to reorder the filters. The filter at the top of the list appears on the left (or on the right for right-to-left languages).
Positioning the filters
Filters appear above the library by default. If you have positioned the search box below the library, the filters move below it too.
How to rename the filters
To give a filter a custom heading, click its pencil icon in the filter builder and type your preferred wording. If you do not set one, the heading falls back to the matching field name in the library, and failing that, the name of the taxonomy itself.
Limitations
Filters are not supported in folder view. If you need filters above the library, keep folders switched off.
FAQ
Can I show the filters before the library loads?
No. Filters can only appear above the library. They are designed to refine the list of documents, not to filter it before it first loads.
Can I list categories and sub-categories as separate filters?
Categories and taxonomies appear in a single dropdown. The list is nested and hierarchical, so visitors can see which are parent categories and which are children.
Can I control the order of the dropdown items?
Filter dropdowns are ordered alphabetically. If alphabetical order is not right for your data, such as months, you can add numbers in front of each term to control the order. For example, name month categories “01 - January”, “02 - February” and so on.
Can I add checkbox filters?
There is no checkbox option. The dropdown filters are flexible, and you can add as many as you like.