Phone Messages Enterprise Solution, Custom Refiners
A SharePoint Online tutorial by Peter Kalmström
||In this last article on how to build an application
for automated phone messages in SharePoint, we will
look at the Refinement web part in the Phone Messages
search vertical page.
The Search Center has no Quick Launch to the left.
Instead there is a Refinement web part that allows
users to filter search results by certain criteria.
Among the most commonly used refiners are Author,
Modified and Object Type. The image to the left
shows the default refiners.
The Refinement web part can be customized, and in
the demo below Peter Kalmstrom, CEO and Systems
Designer of kalmstrom.com Business Solutions, shows
how to customize the Refinement web part for the
Phone Messages search vertical he created in an
Peter adds his managed metadata column for department
as a new refiner, and he also removes some refiners
that are not interesting for phone messages searches.
Customize the search vertical Refinement web part
- Open the search vertical page.
- Click on the Settings gear and select Edit
- Edit the Refinement web part.
- Click on the 'Choose Refiner' button.
- Add and/or Remove refiners in the dialog.
For the managed metadata Department column Peter selects
'owstaxidmetadataalltagsinfo'. It can be difficult to find
the right refiner, but samples are shown below in the dialog
so you can easily select different options and see the results.
You can also change their order of the refiners. Click Apply
and then Publish the page when you are finished.