CDS: Creating a Filtered Listing of Collaborators Using BU Filtering
RF

Robert Foley

Created Mar 07, 2023

CDS: Creating a Filtered Listing of Collaborators Using BU Filtering

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17 Steps
1

Log in to the CDS theme to access the WordPress Admin Dashboard.

2

Hover over the "Pages" link within the sidebar to the left, then click on "Add New". A page can also be added by hover

Hover over the "Pages" link within the sidebar to the left, then click on "Add New". A page can also be added by hover
3

Enter a title for the Collaborator Directory page. In this example, we're using "Collaborator Directory".

Enter a title for the Collaborator Directory page. In this example, we're using "Collaborator Directory".
4

Under the "Page Template" section: select the "BU Filtering" option from the provided drop-down.

Under the "Page Template" section: select the "BU Filtering" option from the provided drop-down.
5

Click on Publish. Combined with the previous step, doing this refreshes the page to include BU Filtering options for adjustment.

Click on Publish. Combined with the previous step, doing this refreshes the page to include BU Filtering options for adjustment.
6

Look for the BU Filtering section. Within it: Select the "Profiles" option within the "Post Type" sub-section drop-down. Doing this tells BU Filtering to only gather and list profile posts from across the site.

Look for the BU Filtering section. Within it: Select the "Profiles" option within the "Post Type" sub-section drop-down. Doing this tells BU Filtering to only gather and list profile posts from across the site.
7

Within the "Taxonomies" sub-section, ensure that boxes to the left of both the "Concentration" & "Affiliations"options are checked. Doing this allows users to filter through the results.

Within the "Taxonomies" sub-section, ensure that boxes to the left of both the "Concentration" & "Affiliations"options are checked. Doing this allows users to filter through the results.
8

Within the "Template" section: select the "Advanced" option (visually nested under "Profiles") from the provided drop-down. Doing this provides a designed, optimal layout for every individual.

Within the "Template" section: select the "Advanced" option (visually nested under "Profiles") from the provided drop-down. Doing this provides a designed, optimal layout for every individual.
9

Ensure that the "Show Layout Toggle" checkbox is checked. Doing so, provides users the option to view all entries either in a top-down list view, or with a more economical side-by-side top-down grid view.

Ensure that the "Show Layout Toggle" checkbox is checked. Doing so, provides users the option to view all entries either in a top-down list view, or with a more economical side-by-side top-down grid view.
10

For the "Grid View Results Per Page" drop-down option: select an appropriate number of entries to list from the provided drop-down. In this example, we're selecting 50. Similarly, for the "List View Results Per Page" drop-down select an appropriate number of entries to list from

For the "Grid View Results Per Page" drop-down option: select an appropriate number of entries to list from the provided drop-down. In this example, we're selecting 50. Similarly, for the "List View Results Per Page" drop-down select an appropriate number of entries to list from
11

In the final section "Taxonomy Display Options": select "Checkbox" from the drop-downs to the right of both "Concentration" and "Affiliations". Doing this allows users to have the most extensive control. It's best to leave the "Directory URL / Location Options" alone.

In the final section "Taxonomy Display Options": select "Checkbox" from the drop-downs to the right of both "Concentration" and "Affiliations". Doing this allows users to have the most extensive control. It's best to leave the "Directory URL / Location Options" alone.
12

From the "Filtering Customizations" section, select the "Collaborator" option from the provided drop-down. This crucial step ensures that your BU Filtering page template will only gather and display collaborator-tagged Profile posts.

From the "Filtering Customizations" section, select the "Collaborator" option from the provided drop-down. This crucial step ensures that your BU Filtering page template will only gather and display collaborator-tagged Profile posts.
13

Save your choices by selecting the Update button for this page.

Save your choices by selecting the Update button for this page.
14

Following a page reload, click on "View Page" to observe your newly created Collaborator Directory.

Following a page reload, click on "View Page" to observe your newly created Collaborator Directory.
15

On the newly-generated page, the View options in the top-right corner allow users to adjust the layout of all entries. Grid is recommended and optimal.

On the newly-generated page, the View options in the top-right corner allow users to adjust the layout of all entries. Grid is recommended and optimal.
16

Also note that to the left of view options is the search field, in the event a visitor is looking for a specific person.

Also note that to the left of view options is the search field, in the event a visitor is looking for a specific person.
17

Users can view a Collaborator Profile post by clicking an entry's name. Also note the "Concentration" and "Affiliations" check-box options which were set up prior: clicking any of these options refreshes the page and results for users.

Users can view a Collaborator Profile post by clicking an entry's name. Also note the "Concentration" and "Affiliations" check-box options which were set up prior: clicking any of these options refreshes the page and results for users.
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