Navigator 365 supports grouping and filtering data by enterprise keywords and managed metadata.
Make sure to have documents tagged by managed metadata or enterprise keywords before configuration.
If you are looking to get more information about setting up enterprise keywords and managed metadata in SharePoint, please read the following articles:
- Introduction to managed metadata in SharePoint
- Add an enterprise keywords column to a list or library
Watch the following 4-minute video for the quick walkthrough.
Follow step-by-step direction in the article bellow to configure your app.
Group by Enterprise Keywords and Taxonomy Tagging
Open up Navigator 365 Settings, choose the right board and drill down to the View. Click to edit view settings and open up Grouping section.
Choose Add level option to create new level of grouping. Select Managed property option. Click Configure to access configuration screen.
Tags for the Property name field. Choose Enterprise Keywords option for the Underlying column type. Set the Property display name and Icon name accordingly.
We do not recommend using Hide items with no value set option here due to performance implications. Please follow instructions in Show Tagged Data Only or Show Data Tagged by Enterprise Keywords Only sections instead.
Don't forget to adjust other desirable grouping options.
Filters / Refiners by Enterprise Keywords and Taxonomy Tagging
Open up Navigator 365 Settings and drill dow to the Refiners section. Click Add Refiner button.
Tags for the Managed Property field. Fill in other fields according to your needs.
Alternatively, you can use
owstaxidmetadataalltagsinfo. Both options provide identical results.
Make sure to adjust the order of available refiners.
Don't forget to click Save.
Now you should be able to filter your data based on Enterprise Keywords and taxonomy tagging.
To display tagged data only, it is possible to set additional filter for the data source. This will ensure the result set contains only data tagged by either enterprise keywords, or any taxonomy based tagging. This option includes data tagged under any managed metadata field.
Open up Navigator 365 Settings, choose the right board and drill down to the Search Configuration. Edit Additional query field and add the following query:
Alternatively, you can use
owstaxidmetadataalltagsinfo:"L0". Both queries provide identical results.
To display data tagged in the enterprise keyword field only, it is possible to set additional filter for the data source. Open up Navigator 365 Settings, choose the right board and drill down to the Search Configuration. Edit Additional query field and add the following query:
This will ensure you see only documents tagged in the enterprise keywords field.