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Setting up filters for your portal maps
Setting up filters for your portal maps

Public Portal maps support filtering by categories and tags. To enable this capability, here's how to setup the filters.

Jay Dawkins avatar
Written by Jay Dawkins
Updated over 8 months ago

The portal map now supports a filtering option for residents. Filter categories appear in a drawer toggled from the portal map interface:

Making your portal map filterable using Tags & Taxonomy

Navigating to the taxonomy admin interface

  1. Filter categories are controlled by Admins, expanding upon existing Tags & Taxonomy functionality. These settings can be controlled by going to Settings > Tags & Taxonomy. Here, the user can view all of an organization’s tags, as well as their hierarchy and settings.

The leftmost column shows “Level 1” or “parent” tags. In a traditional taxonomy, these are typically called “categories.” Each column to the right represents children of that parent tag, increasing from level 2 (sub-category) to level 3 (type), and so on. While there is no cap on the number of levels, customers are not recommended to use more than 3-4 levels in their hierarchy, as this can lead to poor UX for residents.

  1. NOTE: In the image above, you can see that “TRI-32” is a child tag of “Trinity”, which itself is a child tag of “County & Route”. This means projects tagged with “TRI-32” would show up for residents filtering by “Tri-32”, “Trinity”, or “County & Route”. Inversely, if a project is tagged with “Trinity”, then it would NOT show up if the filter used was “TRI-32”.

  2. NOTE that the indentation/nesting of map filter options matches the “levels” used in Tags & Taxonomy settings by Admins

Setting a tag as a filter category

In order to make a tag filterable on the public portal map, it must be set as both “publicly visible”, as well as “Make this tag a filter on the public portal map”. To update these settings, click a given tag to open the tag settings modal.

  1. NOTE: In order to use tags as project filters, BOTH options must be selected at the bottom

PRO TIP: Tags marked as publicly visible are designated by the eye icon to the far right of the tag (see image below). Remember, making a tag publicly visible does not automatically make it filterable (which also requires selecting “Make this tag a filter on the public portal map”).

Ensuring projects appear for a given filter

Remember, only active (Live) projects listed on the customer page will be visible on the portal map. The map does NOT show inactive, closed, or unlisted projects.

To set the location of the project, head to the project settings tab. Read more about setting your project location here.

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