Configure the Choice Filter Web Part

Configure the Choice Filter Web Part

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One of the filters in Filters Collection is the Choice Filter, which is designed specifically to connect to a SharePoint List web part that you are displaying on a SharePoint page. After the Choice Filter web part is added to the page and the tool pane configured, a second step is required. You need to make a connection between the Choice Filter web part and the list on your page so that it knows where the source of your data is and on what column in the list to filter.

If you don’t make that connection, you’ll see this message on the page.

NotConnected.jpg

Configure the Choice Filter

Step Action Result
1. Edit the web part on the page and name your filter. FilterName.jpg
The default name matches the type of filter you are using; in this case, it is the Choice Filter.
2. In the text box, enter the choices on which users will be able to filter.
Icon-Tip If you want to select all the choices from a list Choice type column, open another window on your browser, navigate to the list and open the list settings. Copy the choices from the list’s Choice column and come back to this window and paste them into this box.
EnterChoices.jpg
3. Decide what type of filter your end users will see. The Checkboxes filter may not be enabled based on the type of column on which you are filtering. FilterTypes.jpg
4. Expand the next section of the tool pane to see the options for advanced filters. You can require users to choose a value, enter a default value for the filter and show values that contain no data. AdvFilterOptions.jpg
5. Click Apply and click OK to save your changes.

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Create the Connection

Step Action Result
1. After you have made your changes on the tool pane, edit the web part to open the connections choices. Connections.jpg
In this example, we have selected to send the filter to the list.
2. You have a couple of ways you can connect the filter web part to the list web part on the page.
3. When you make a selection to Send Filter Values To a list, a dialog box opens on which you need to make more configuration choices. ChooseConnection.jpg
Step 1- Select Get Filter Values From
4. After choosing your connection, the view switches to the next step where you pick which column in your list that contains the data you want to filter. In our example, we are pulling data from a column called Choices. ConfigureConnection.jpg
Step 2 – Configure Connection
5. Click Apply and click OK to save your changes.

ViewUnfiltered.jpgAfter you have completed your configuration, the page is ready for end users to interact with. In the examples below, the first screen shot shows no choices made in the Choice Filter web part.

FilteredView.jpgIn the next screen shot, a choice was made using the Choice Filter web part and the list view shows data filtered by that choice.

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