Forum Discussion
Filter hierarchical expression group
I can't create a custom view for every "parent" term.
Can anybody tell me, how to display the descendant term marked documents when choosing the parent term?
I apologize for any confusion. In SharePoint Online, the default behavior for filtering by a parent term in a hierarchical term set does not automatically include documents tagged with its child terms. Each term in a hierarchical term set is treated as a separate entity by default.
To display documents tagged with descendant terms when choosing a parent term, you may need to use a combination of SharePoint's out-of-the-box functionality and potentially some custom solutions. Here's an approach that involves using SharePoint's "Search" feature to achieve this:
Use Managed Metadata Navigation:
SharePoint Online offers a Managed Metadata Navigation feature that can help you navigate through hierarchical term sets. You can configure it to show descendant terms when you select a parent term. Here is how:
Go to the site where your document library is located.
Click on "Settings" (the gear icon) and select "Site settings."
Under "Site Administration," click on "Term store management" (this will open the Term Store Management Tool).
Navigate to your term set ("public buildings" in your case).
Edit the term set.
Under the "Custom Sort" tab, select the option "Use friendly term names."
Save your changes.
Modify Your Library Views:
In your document library, create or modify your views to use the Managed Metadata column (the one associated with the hierarchical term set) for filtering.
When you filter by a term, SharePoint should now display documents tagged with that term and its descendants.
Search-based Solution (Custom):
If the above method doesn't fully meet your requirements, you might consider implementing a custom solution using SharePoint Search. This would involve creating a custom search web part or search-driven pages that can display documents based on a selected term and its descendants. This would require development skills and may be more complex.
Please keep in mind that SharePoint's behavior regarding term set hierarchies may vary depending on the version and configuration of SharePoint Online. If the built-in options don't provide the desired result, a custom solution might be necessary to achieve the exact functionality you're looking for.
- Thank you- so apparently I don't understand what the hierarchy of a term set is there for if not possible to use to filter hierarchically.
Your solution unfortunately did not work. But thank you.