Add User Filters to a Widget

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Administrative staff can set User Filters on a widget. These allow public users to filter for content that is relevant to them.

Who can use this feature?

System Administrators | Owners | Publishers | Authors

Add User Filters to a Widget

  1. Sign in to your site and navigate to your desired page

  2. Click Content The Content icon on the navigation menu.

  3. Drag-and-drop the desired content onto your page or select an existing widget  A content item is selected on the Content tab and added to the content area of the page.

  4. Check the Automatically select relevant content box  The Automatically select relevant content checkbox on the Content tab.

  5. Configure the auto-populate options as needed  
    Settings panel for selecting content types, categories, and tags for a website widget.

    Note:

    The Content Types selected will be the content types you can add filters for.

  6. Scroll down and expand the Content Appearance tab Widget options menu showing a content appearance tab.

  7. (Optional) Under User Search, check to Display optional search in widget
    User search widget settings with options for display and placeholder text.

    Notes:

    • This adds an optional search field scoped only to the widget dataset.

    • Works in combination with configured filters.

    • Does not redirect to the global site search.

    • Requires search indexing of fields displayed in the widget.

    • Search Placeholder Text: Type the placeholder text users will see before searching.

  8. Scroll down to User Filtering and choose if you wish to filter by Category and/or Content Type User filtering options with dropdowns for selecting categories and content types.

  9. Select the Content Types and/or Categories you wish to provide filters for User filtering options for categories and content types in a widget interface.

  10. Click Save or Publish on the pageThe Save and Publish icons are highlighted on the edit page screen.


Geolocation Filters

You can narrow results by proximity to a location. This can be exposed to residents to help them find nearby libraries, parks, ballot drop boxes, or other facilities.

  • Filters against a geolocation field in the HCMS.

  • Can be applied statically or exposed to end users.

  • Returns results based on proximity to a specified location.

  • Requires properly configured geolocation fields in the HCMS.

  • Confirm browser location permissions and fallback behavior when exposed publicly.

Geolocation Filters Instructions

  1. Follow the instructions to Add User Filters to Your Widget

  2. Select Content Type in the Filter By drop-down menu
    User filtering options for content type selection in a web interface.

  3. Select a Content Type with a geolocation field
    User filtering options for content types, highlighting the facility filter selection.

  4. Choose applicable field or fields from the Filter Fields drop-down menu
    Filter options for facility content types, including address and location status selections.

  5. Configure the filter fields, as needed:
    Configuration settings for facility address filter, including distance and location inputs.

    • Distance Label: The label shown for the distance input

    • Location Label: The label shown for the location input

    • Default Distance: Choose an option in miles from the drop-down menu

    • Default Location: Default location used as filter value. If left empty, no default is applied

    • Expose Filter to Public: Uncheck if you do not want the filters to show on the widget to public users

  6. Click Save or Publish on the pageThe Save and Publish icons are highlighted on the edit page screen.


Number Filters

You can filter content within a selected numeric range. This is ideal for program fees, permit processing times, event age limits, capacity limits, or project budgets.

  • Filters a single numeric field (integer or decimal).

  • Supports defined minimum and maximum values.

  • Can be static or exposed as a slider for end users.

  • Returns results that fall within the selected bounds.

  • Ensure numeric field validation in the HCMS.

Number Filters Instructions

  1. Follow the instructions to Add User Filters to Your Widget

  2. Select Content Type in the Filter By drop-down menu
    User filtering options for content type selection in a web interface.

  3. Select a Content Type with a numeric field
    User filtering options for content types, highlighting 'Facility' selection in the interface.

  4. Choose applicable field or fields from the Filter Fields drop-down menu
    User interface showing filter options for facility content types and fields.

  5. Configure the filter fields, as needed:
    Max occupancy configuration settings for facilities with adjustable slider and filters.

    • Minimum/Maximum Allowed: Set a min and max allowed range

    • Step Value: The number increment for slider adjustments

    • Unit Label: Add an optional label to the number ranges (such as dollars, miles, or population)

    • Default Minimum/Maximum: Set an optional default slider position

    • Expose Filter to Public: Uncheck if you do not want the filters to show on the widget to public users

  6. Click Save or Publish on the pageThe Save and Publish icons are highlighted on the edit page screen.


Number Range Filters

You can display results that overlap a selected range, such as job listings within a preferred salary range or housing programs within income thresholds.

  • Designed for fields that store a minimum and maximum value.

  • Returns results where the stored range overlaps the selected range.

  • Differs from Number filtering, which evaluates a single value.

  • Common use cases include salary ranges, grant funding ranges, housing eligibility ranges, or contract values.

Number Range Filters Instructions

  1. Follow the instructions to Add User Filters to Your Widget

  2. Select Content Type in the Filter By drop-down menu
    User filtering options for content type selection in a web interface.

  3. Select a Content Type with a numeric range field
    User filtering options for content types, highlighting the job filter selection.

  4. Choose applicable field or fields from the Filter Fields drop-down menu
    Filter options for job content types, highlighting salary range selection.

  5. Configure the filter fields, as needed:
    Configuration settings for job salary range with minimum and maximum values displayed.

    • Minimum/Maximum Allowed: Set a min and max allowed range

    • Step Value: The number increment for slider adjustments

    • Unit Label: Add an optional label to the number ranges (such as dollars, miles, or population)

    • Default Minimum/Maximum: Set an optional default slider position

    • Expose Filter to Public: Uncheck if you do not want the filters to show on the widget to public users

  6. Click Save or Publish on the pageThe Save and Publish icons are highlighted on the edit page screen.