Configuring Search Facets

Search facets are filters that let users get more focused search results. These filters include, for example, customer, file type, class, and date. Facets and faceted search are available in vaults that use Micro Focus IDOL or Smart Search as the search engine. Only system admins and users with the Full control of vault rights can change these settings. For more information about the configuration, refer to the document Configuring Faceted Search.

When the setup is saved, M-Files Desktop and M-Files Web show search facets after the user does as search. After you have specified the settings, vault restart is not necessary.

To add a search facet:

  1. In M-Files Admin, go to the Advanced Vault Settings section.
    1. Open M-Files Admin.
    2. In the left-side tree view, expand an M-Files server connection.
    3. Expand Document Vaults.
    4. Expand a vault.
    5. Click Configurations.
    6. In the navigation area, click Advanced Vault Settings.
    7. Open the Configuration tab.
      Result:The advanced vault settings are shown.
  2. Expand Search > Facets.
  3. Click Add Facet.
  4. Expand the created facet.
  5. In Type, select a facet that the users will see in as a filter.
    For more information about the configuration, refer to the document Configuring Faceted Search.
  6. Select values for the remaining type settings.
  7. Optional: Set Show More Link to Yes if you want the users to see the link when there are more than five facet values.
  8. Optional: In Display Order, write an integer that sets the order of the filters in the user interface.
    A facet with the value 1 is put before a facet with the value 2, and so on.
  9. Click Save.