How to set up filters based on variant options, tag prefixes and metafields Print

Modified on: Thu, Nov 11, 2021 at 10:41 AM


Introduction

At the outset, you have several default filters based on product details, such as product type, collection, price, vendor, etc., and variant options, such as color and size. However, you can make your own filters, if you require more flexibility than what default ones offer. The new filters can be based on:

Filters by variant options

To create filters by variant options, follow these steps:

  1. Go to the Smart Search & Filter control panel > Filters section > Settings tab.
  2. Type option names separated by commas into the Option names field. The option names are case-insensitive. 
  3. Select or clear the Export option only for available product variants setting. If you select it, the filters will have values from available variants only. If you don't, it will have values from all variants.
  4. Apply the changes.
  5. Click the Re-force indexation button in the Dashboard section to start the indexation.

That's it. After indexation is complete, you can take a look at your new filters in the Smart Search & Filter control panel > Filters section > General tab and in the Search Results Widget in the storefront. They will have the same names as the values in the Option name field.

Filters by tag prefixes

The tag prefix is the first part of the product tag with the "_" symbol at the end. For example, if you have tags like Color_red, Color_green, Color_blue, the "Color_" part is the tag prefix. In this case, you can create filters with the Color name and values: red, green, blue

To create filters by tag prefixes, follow these steps:

  1. Go to the Smart Search & Filter control panel > Filters section > Settings tab.
  2. Type the tag prefixes separated by commas into the Create filters by tag prefix field. The tag prefixes are case-insensitive. 
  3. Apply the changes.
  4. Click the Force re-indexation button in the Dashboard section to start indexation.

That's it. After indexation is complete, you can take a look at your new filters in the Smart Search & Filter control panel > Filters section > General tab and in the Search Results Widget in the storefront. They will have the same names as the values in the Create filters by tag prefix field without the "_" symbol.

Tip
If you use the filters by tag prefixes, we recommend you hide the filter by tags setting.


Filters by metafields

You can create filters based on the Shopify Metafields. To do that, follow these steps:

  1. Go to the Smart Search & Filter control panel > Filters section > Settings tab.
  2. Type the metafields into the namespace.key format separated by commas in the Metafiends field. The metafields are case-insensitive. 
  3. Apply the changes.
  4. Click the Force re-indexation button in the Dashboard section to start indexation.

That's it. After indexation is complete, you can take a look at your new filters in the Smart Search & Filter control panel > Filters section > General tab and in the Search Results Widget in the storefront. They will have the same names as the values in the Metafields field.



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