Merge Facets

Facets help users narrow down search results. You can make them more useful by grouping similar facets together. For example, an organization with multiple knowledge bases can divide its content sources into Official (where only the employees contribute) and Community (where customers can participate).

Another use case is tag management. A large content source can have thousands of tags. You can bring some sanity to them by clubbing them into a handful of categories that are more manageable.

Grouping Facets

  1. Go to Search Clients and click to open edit settings for a search client.

  2. Navigate to Content Sources.

  3. Click to open Merge Facets settings.

  4. The facet categories detected by SearchUnify or created by an admin are in the leftmost Facets column. Drag one facet to the second column, Selected Facets.

  5. Click the selected facet and then

  6. Subgroup your facets and give the subgroup a name. In the diagram below, the three tags have been clubbed together and the name merge facets.

  7. Check Yes if you want to show child facets, and No if you want to keep them hidden.

  8. Click Save. The window will close. Click Save again. And finally click Save to preserve your settings.

Last updatedFriday, November 27, 2020