In the Search, Filter, & Sort tab in the Directory Builder you will define arguably the three most important parts of your Directory: the searchable fields, the filters that the user can apply to narrow down their search, and the sorting filters that will define how your results are organized/displayed. You will also have the ability to disable Search, Filters, or Sorting if desired. 

  1. Search - Use the smart search functionality in the Available Search Fields search field, or manually scroll through the list of fields displayed in the text box. Once the desired Search Fields have been selected, drag and drop them into the Selected Search Field text box. These selected fields will determine what fields a user can search by. Alternatively, a staff user can disable Search functionality by checking the Disable Search checkbox. While a Systems Administrator can add unlimited Searchable Fields, ONLY the top 3 Selected Search Field names will dynamically be displayed in the search bar in the portal view. You will notice that you are able to add search fields of related objects. While you will be able to search by fields of related objects, the results populated for the user's search will ONLY show the primary object's record - no mention of the field or the related object will be found in your search results. 

  2. Filter - Use the smart search functionality in the Available Filter Fields search field, or manually scroll through the list of fields displayed in the text box. Once the desired Filter Fields have been selected, drag and drop them into the Selected Filter Field text box. A staff user can disable Filter functionality by checking the Disable Filter checkbox. Filters can ONLY be applied for the following field types: number, date, multi-picklist, picklist, or checkbox fields.

  3. Sort - Use the smart search functionality in the Available Sort Fields search field, or manually scroll through the list of fields displayed in the text box. Once the desired Sort Fields have been selected, drag and drop them into the Selected Sort Field text box. A staff user can disable Sort functionality by checking the Disable Sort checkbox. MultiSelect Picklist fields are not a valid Sort field, and will not be available to add as a Sort option.

  4. Default Sort Field - This will be the default sorting field of your landing page results upon arriving on the Directory or anytime a user refreshes their page. 
  5. Default Sort Field Order - This will be the default sorting order of your Default Sort Field - there are 2 options: Ascending  (ASC) or Descending  (DSC) order.