Configure filtering options

This is for:

Developer System Administrator
In this article

The Filtering options panel of the Coveo Insight Panel Builder lets you configure navigation components such as facets and tabs.

insight panel builder

Specifically, it offers the following capabilities:

Manage facets

The Facets section of the Filtering options panel lets you perform the following tasks:

Enable or disable facets

Note

The Source, Author, and Item type facets are enabled by default.

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. To enable or disable all facets, click On or Off respectively in the Facets section.

    Tip
    Tip

    The Use dynamic navigation setting reorders facets and their values based on a user’s query so that the most relevant options appear at the top. This setting is enabled by default but has no effect unless a Dynamic Navigation Experience (DNE) model has already been created and associated with a query pipeline (see Step1:Optimize search performance).

  4. Click Save.

    Important

    Saving the Insight Panel Builder configuration after disabling facets deletes the existing facet configurations. Although you will be able to add new facets after reloading the page, the previous ones will no longer exist.

Add facets

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. In the Facets section, click Add facet.

  4. In the Select a field dropdown list, select a facet field (for example, year or itemtype).

    Tip
    Tip

    Start typing a Coveo field name in the dropdown menu to filter by name, and then select the desired field.

    The Name field defaults to the field name, but you can modify it.

  5. In the Display section, select one of the following options:

    • Checkbox to display a checkbox next to the field values.

    • Link to display the field values as links.

  6. Click Done to apply your changes.

  7. Click Save.

Edit facets

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. In the Facets section, expand the facet card you want to modify.

  4. Modify the information displayed in the Field, Name, or Display sections, as appropriate.

  5. Click Done to apply your changes.

  6. Click Save.

Delete facets

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. In the Facets section, expand the facet card you want to delete.

  4. Click delete to delete the facet.

  5. Click Save.

Reorder facets

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. In the Facets section, perform one of the following tasks:

    • (Default) To reorder facets and their values based on a user’s query so that the most relevant options appear at the top, enable the Use dynamic navigation setting.

      Tip
      Tip

      This setting has no effect unless a DNE model has already been created and associated with a query pipeline (see Step1:Optimize search performance).

    • To reorder facets manually, disable the Use dynamic navigation setting, click move on a Facet card, and then drag and drop the card in the desired order.

  4. Click Save to apply your changes.

Manage tabs

The Tabs section of the Filtering options panel lets you perform the following tasks:

Enable or disable tabs

Note

Tabs are disabled by default.

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. To enable or disable all tabs, click On or Off respectively in the Tabs section.

    Note

    The All tab can’t be deleted and is provided by default to ensure all content can be viewed.

  4. Click Save.

Add Tabs

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. In the Tabs section, click Add tab.

  4. In the Label field, enter the name that will be displayed on the tab in the Insight Panel.

  5. Under Usage, click Add condition to determine the content that will be part of this tab.

    1. In the Select a field dropdown menu, select the desired field (for example, source).

      Tip
      Tip

      Start typing a Coveo field name in the dropdown menu to filter by name, and then select the desired field.

    2. In the Select a condition dropdown menu, select the desired operator (for example, Must match).

    3. In the Values field, specify at least one value (for example, YouTube).

      Tip
      Tip

      To specify multiple values, use a comma to separate each value.

  6. Click Done to apply your changes.

  7. Click Save.

Edit tabs

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. In the Tabs section, click the tab card you want to modify.

  4. In the panel that opens, modify the information displayed in the Label or Usage sections, as appropriate.

    Note

    Only the Label field in the All tab can be modified.

  5. Click Done to apply your changes.

  6. Click Save.

Delete tabs

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. In the Tabs section, click the tab card you want to delete.

  4. In the panel that opens, click Delete to delete the tab.

    Note

    The All tab can’t be deleted.

  5. Click Delete again to confirm your changes.

  6. Click Save.

Reorder tabs

  1. Access the Insight Panel Builder.

  2. Click Filtering options.

  3. In the Tabs section, click move on the Tabs card, and then drag and drop the card in the desired order.

    Note

    The All tab can’t be reordered. It will always appear at the top of the Tabs list since it’s meant to display all content.

  4. Click Save to apply your changes.