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Managing Filters for TMS Administrators

Administrators at the district level of TMS can create, manage, and assign filter groups and filters to Products. This helps simplify searching for any users viewing your product catalog.

Creating Filter Groups

  1. On the left nav, please select the Settings icon at the bottom 
  2. Select the Filters card
  3. To create a new filter group, select the button in the top right corner labeled "Create Filter Group"
  4. Enter the Filter Group name
  5. Select a color for the fill of the filter and the color for the text. These color selections will apply to all filters within that group. You can see a sample of the filter based on your color choices on the right-hand side.
  6. Select "Save"

Filter group colors can be changed at any time. Any changes made to filter colors will immediately apply to all existing appearances of those filters on product profiles. 

 

Creating Filters within Filter Groups

  1. Expand the filter group you wish you add filters to 
  2. Select "Create Filter" 
  3. Enter the Filter name
  4. Select Save

All filters gain the color choices assigned at the filter group level.

 

Editing Filter Groups and Filters

  1. If you desire to adjust the order of your filer groups, move the filter groups using the arrows on the left-hand side of the filter list.
  2. If you desire to adjust the order of the filters within a given filter group, expand the filter group and move the filters using the arrows on the left-hand side of the containers. 
  3. Expand the filter group you wish you edit
  4. Select the edit pen for the element you wish you edit
  5. Edit the name of the filter group or filter
  6. Save your changes

The larger edit pen will be to edit the filter group, and the smaller edit pen will be to edit the individual filter.

 

Deleting Filter Groups and Filters

  1. Expand the filter group you wish you delete from
  2. Select the delete icon for either the filter group or filter you wish you remove
  3. Confirm delete or cancel your selection if you are not sure

Assigning Filters

  1. Go to a product using either the Directory or Product Catalog
  2. Select the edit button in the top right hand corner
  3. Select "Assign Filters" button
  4. Assign by selecting filters using the checkboxes on the left side, your selections will appear on the right side
  5. Save when finished