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Filters Pane (Smartfilters) now available; plus new updates!

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options%20for%20items%20in%20subfolders.%20I%20wish%20the%20filterpane%20would%20just%20show%20all%20items%20from%20the%20document%20library%20(or%20from%20the%20current%20position%20and%20below)%2C%20even%20if%20they%20are%20located%20in%20subfolders.%20Activating%20a%20filter%20would%20simply%20show%20the%20folder%20where%20the%20item%20is%20positioned.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-50068%22%20slang%3D%22en-US%22%3ERe%3A%20Filters%20Pane%20(Smartfilters)%20now%20available%3B%20plus%20new%20updates!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-50068%22%20slang%3D%22en-US%22%3EWorks%20fine%20on%20one%20test%20doc%20library%20I%20have.%20However%20I%20have%20another%20test%20library%20with%20two%20managed%20metadata%20columns%20and%20the%20filter%20pane%20just%20keeps%20'loading'.%20Does%20it%20have%20an%20issue%20with%20term%20stores%3F%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-50045%22%20slang%3D%22en-US%22%3ERe%3A%20Filters%20Pane%20(Smartfilters)%20now%20available%3B%20plus%20new%20updates!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-50045%22%20slang%3D%22en-US%22%3E%3CP%3EThank%20you%20for%20this%20update%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-49975%22%20slang%3D%22en-US%22%3ERe%3A%20Filters%20Pane%20(Smartfilters)%20now%20available%3B%20plus%20new%20updates!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-49975%22%20slang%3D%22en-US%22%3EBrilliant!!%20Thanks%20for%20sharing%20this%20information%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-49969%22%20slang%3D%22en-US%22%3ERe%3A%20Filters%20Pane%20(Smartfilters)%20now%20available%3B%20plus%20new%20updates!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-49969%22%20slang%3D%22en-US%22%3E%3CP%3EThe%20Filters%20Pane%20is%20in%20Production.%20%26nbsp%3BPinning%20will%20be%20completely%20in%20product%20end%20of%20this%20week%2Fbegining%20of%20next!%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-49963%22%20slang%3D%22en-US%22%3ERe%3A%20Filters%20Pane%20(Smartfilters)%20now%20available%3B%20plus%20new%20updates!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-49963%22%20slang%3D%22en-US%22%3EAbsolutely%20great%20stuff...it's%20rolled%20out%20in%20production%20tenants%20or%20for%20now%20in%20FR%20tenants%3F%3C%2FLINGO-BODY%3E
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Miceile Barrett
Microsoft

Quickly find the item you need!  

 

Filters Pane (previously known as Smartfilters) began rolling out at the end of January and I am excited to announce it is now available for use in Modern document libraries and lists. Find your content faster by using this new feature to filter metadata inside your library or list.

 

filters post.pngFilters PaneFor more details on the feature, visit the help article

 

Along with availability, the Filters Pane has a new capability of pinning. Any column in your list or library can be added to the Filters Pane via the Pin feature. To pin a column you want to add to the Filters Pane, select Pin to filters pane in Column Settings. 

 

pin screen shot.png

 

Pinning will become generally avaliable at the end of the week.

 

We hope this feature can help you find your content easier and faster. We look forward to hearing your feedback! 

 

 

 

 

 

 

 

 

 

52 Replies
Absolutely great stuff...it's rolled out in production tenants or for now in FR tenants?

The Filters Pane is in Production.  Pinning will be completely in product end of this week/begining of next! 

Brilliant!! Thanks for sharing this information

Thank you for this update

Works fine on one test doc library I have. However I have another test library with two managed metadata columns and the filter pane just keeps 'loading'. Does it have an issue with term stores?

Hi @Miceile Barrett,

 

I have a custom document library, with a custom image content type, that currently hosts about 110 images. 

SmartFilters worked before, but with less items. Now everytime I click the FiltersPane Icon, it's just stuck at "loading". 

Did something change for custom libraries, custom content types? FiltersPane works in every other doclib I tested.

 

Also some additional feedback I wish the FiltersPane would do: currently it only shows possible filter options from the folder location that is currently active, meaning it doesn't show options for items in subfolders. I wish the filterpane would just show all items from the document library (or from the current position and below), even if they are located in subfolders. Activating a filter would simply show the folder where the item is positioned.

Hi Andrew - thanks for mentioning this. We have just fixed this issue and the fix can be seen in 10 days!

Fantastic to see that the "Filters pane" is now included, I really needed it and use it for my team.
What I cannot find so far is how to organize/customize the pane.
Such as..
- remove a column from the filters pane
- order the columns within the filters pane

 

Can you please help me to find this options?

Thanks so much!

 

Other than that - well done!

Thank you @Miceile Barrett. This helps only to some extent with the earlier problem that I reported.

 

  1. However, note that it still has problems with the metadata (especially enterprise term-sets). In the classic-mode we have set metadata filtering on the document libraries and selected 5 term-sets for the users to be able to filter their documents on. In the modern-mode, filter-pane picks only one of the term-sets (the first one) and the rest are not available. Is this a regression?
  2. The links to "Click to see all" are messed up mashups with the tooltip. See the screenshot below: 

 

modern-nav-01.png

3. The "Click to see all" link open a property-pane to show the list of term-set values to choose from. This list looks incomplete. And moreover the buttons are faceless!!! See the screenshot below:

modern-nav-02.png

 

 

 

 

 

 

Is there a limit of 3 filters that can show at one time in a library?   I cannot get more than 3 filters to show in the panel, regardless of the number of columns in the library view. 

 

When reviewing this support article, it mentions 3 default filters show.

https://support.office.com/en-us/article/Use-filters-to-change-your-view-of-files-or-list-items-2935...

 

 

Hi @Miceile Barrett,

 

Super excited about the FIlters Pane, especially allowing for a tree format, this is what had been keeping me from shifting our company to the new document libraray experience (which I love).

 

I may, however, have stumbled upon a bug.

 

When using managed metadata, in Library Settings, in the meta data column, if I allow multiple values, it creates a problem for the filter pane. Namely, if I then select more than one check box in the filter pane for that managed metadata, it gives an error message. And a cryptic one at that: "The specified view is invalid. The specified view might have been deleted or you might not have permission to view it. Contact the site owner for more information."

 

Since I suspect this is something you are going to want to address, I will provide additional detail below, along with screenshots.

 

First, here is how it worked in the classic view. I enabled multiple values, created a document, and set the properties of the document to two values.

 

As you can see below, when, in the classic Smartfilters, I select the parent term it properly shows the item that has the related child terms.

Classic View with Multiple Selected.JPG

 

Now, in your Filters Pane in the Modern Experience I was super excited the way you have the check boxes set up. I no longer would have to choose between viewing one child term or viewing all child terms (by selecting the parent term).

 

However, when viewing that library in the Modern Experience, when I check more than one box in that same metadata term set, I get the following error message.

Error in New Experience.JPG

 

 

Now if I go into the library setting for the column, and uncheck "Allow multiple values" like this:

Unchecking multiple values.JPG

And then go back to that same Filters Pane view, a voila, it works again, no error message.

 

No error.JPG

 

I hope you can find a way to fix this is a way that still allows for us to use multiple values. After all, one of the big selling points for using SharePoint instead of a file share is that you can tag an item multple ways, so you no longer have to pick one folder to save a file in.

 

I also hope you can keep the check box format of the filters pane so that you could, say, check two child terms and just see the results of that. I was really excited to see the possibility of that in how you designed filter panes.

 

Feel free to contact me if I can be helpful in testing, etc.

 

 

THANK YOU @Thaddeus Ferber - we had not been able to repro this anywhere. Your detailed notes helped me get a repro and we have found the root cause of the bug. My team is working on the fix and it should be avaliable in production the last week of July. 

Wonderful! You rock.

 

I am hoping your fix will still allow us to use the Filters Pane for columns that allow multiple values. And also that you keep the check box format of the filters pane so that you could, say, check two child terms and just see the results of that?

Correct - the fix will allows users to check multiple child terms without seeing the error. 

Great -- I think this is going to be a killer feature  the modern SharePoint document libraries!

Any update on the fix for selecing multiple values?  I still have this issue in my environment so am assuming it hasn't been released yet.  Wasn't sure if it's days away or it has been pushed back?  

 

I'm also having issues with the filter pane not loading the values as some have suggested above.  Not sure if this will be fixed in this next release too...

One of the many features that are missed in Modern libraries  is "Managed Metadata Navigation".

 

- Does MS positioning column filtering as alternative, or this is "personal productivity" feature and need to be done by each user for herself? In other words,  is pinning can be done as part of the "library ?desing" ( i.e. can columns can be pinned by developer so all users have the same pinned columns)

- can columns of type "managed metadata" be pinned ?

Hi Michelle,

 

I'm having an issue with the filtering pane in modern list views. I've included an Enterprise Keywords column in my list; while I can filter in other columns for managed metadata I cannot with this column. Whenever I enter one of the keywords, the list views shows up empty even though there are items tagged with it even in that view. Is this a known issue or do I need to change something in my configuration?

 

Regards,

Nils Enterprise Terms filter 1.JPGThe term "Duldung" shows up here several times

 

 

Enterprise Terms filter 2.JPGOnce I filter for it this is the view I get

 

 

Hello Scott, are you still seeing these issues?

The fix should be rolled out to everyone now.

Hello Yuri, 

 

The Filters Pane has replaced the classic Managed Metadata Naviagation experience. We automatically take the metadata nav config and surface settings in Filters Pane. The filters pane supports all column types, including managed metadata's tree view of taxonomy.  We did have a bug with showing the MMS column type.. this has been fixed and in PROD. 

 

The filters pane configuration is per library, not per user. If you pin columns in a view, all users will be able to see the pinned column in that lib. 

 

Yes managed metadata can be pinned. 

Hi Nils, sorry you are seeing this behavior. 

 

We did have an issue with managed metadata selection in the filters pane, but the fix is rolled out to everyone. 

 

I want to confirm, you ARE seeing some managed metadata columns working in the filter pane? How did this specific column get added to the filters pane? Did you pin, or was the column part of your metadata nav settings? (It shouldn't matter, but I want to try and repro.)

 

Best,

MIceile 

yes, the latest roll out appears to have fixed this.  Thanks!

 

I can still not repro. Can you send me a fiddler trace?

Best,
Miceile

Hi @Miceile Barrett

 

It's still not working for us too, we have a couple of managed metdata site columns and the filtering doesn't work on the one that allows multiple selections but it does work on the one that is single selection only.  Also there seems to be no way of selecting just a parent term and 1 child, it always selects all the childeren terms as well.  For example we can't choose to display documents relating to all of USA and 1 state.

Hi Miceile,

yes, I'm still seeing this- the sceenshots are a couple of hours old.

 

  • If the column contains only my taxonomy metadata, there's no issue filtering it (works great, even). I can only replicate the issue in an enterprise keywords column.
  • It was added right in the list, not via content type.
  • Metadata navigation (in SPO classic view) has not been turned on (we're currently making the switch to SPO).
  • The views seem not to be an issue; I've used views from  all items (without foldesr) to my specific views and the issue persists. 
  • Neither does pinning or not pinning this column make a change; in the previous screenshots it was added automatically but I've tried both ways now.
  • It doesn't change either when I create the coloumn on a regular team site vs. a group site made via MS Teams.

Sure, I'll need to get back to my desktop tomorrow morning (I'm based +9 hrs from Seattle) and get it set up though. 

Hi Miceile,

I'm on a machine with sensitive data where I'd rather not grant all the permissions to Fiddler. Right now I can't spend the time to get it working on another machine- I'd be happy to screenshare on my Mac / virtualized Windows though if that's of any help.

 

Best, 

Nils

Thanks Nils, this was great. We will try to figure out what is going on without the fiddler trace.

FYI: I did turn on the metadata navigation now- didn't change anything.

I'm also exhibiting these issues.

I was able to repro the Enterprise Keyword issue to find the cause of the bug. We have a fix and it will be avaliable to everyone August 28. 

 

Thanks for helping us fix this :) 

Great stuff! Thanks for the update..

Hi Miceile, just a quick feedback- its working! Thank you and your team!

 

P.S. Is there a way to apply AND in a filter, not OR? I.e. filter to a narrower subset of documents that include both keyword 1 and keyword 2

 

I am having issues with filtering based on a managed metadata column though. If I select a term that has no sub-terms it is working fine, once I get to a sub-term though the filtering breaks and shows me items that do not have the selected metadata.

Screenshot 2017-08-28 23.56.14.jpegManaged metadata column

This is not working for me on my tenants. Has it been fully rolled out?

It has been fully rolled out. @Joe Fedorowicz are you seeing any version of the filters pane? 

When I select a value to filter, it gives me this response:

 

"We didn't find anything to show here. Remove filters to see your items."

 

Which is untrue. If I set it using the old method it works just fine.

Hi Nils,

To answer your PS: If I understand the question correctly then we do support this functionality. The filters pane works as an AND command across different columns. For example, if you filter by the user that modified a file and a specific date, we will only show items modified by that person on that exact date.

For your bug, my team and I are still not able to get a repro of this. The breadcrumb on your screen shot is only showing one filter, but the filters pane is showing two items selected. Are there any other details about this column that you can tell me? Did you use column header filtering to get this screen shot?
Sorry Joe, I thought you were saying you were not able to see the filters pane at all.

You are seeing issues with managed metadata columns in the filters pane? Are these enterprise keywords?

Hi

 

The filtering is still not working right for me.  For example when I click the parent term "Strathmerton" documents are corrrectly filtered to "Strathmerton" and all child term tagged docs.

1.png

Then when I deselect "Administration" the docs tagged under that term are removed.2.png

BUT then when I deselect "General" All filtering stops and every document is shown, without any error message.

3.png

The only way to restore filtering is to Select the parent term again, deselect and reselect it again.

I realized (by trial and error) that the way it was set up is that when you are picking multiple values within a column, it treats them as OR statement, but when you are picking values from multiple columns it treats it as an AND statement. Probably a good thing to make sure is covered with in the documentation (if it isn't already), so people realize that this is how it is set up.

I'm still loving the new Smartfilters pane!

 

One thing I also liked in the classic interface is you could use both a tree format and a "key filters" UI, a primary benefit of the later being the ability to type-ahead to a specific term, so you don't have to drill down a complicated tree if you already know what term you want to tag the file with.

 

Might some sort of type-ahead function be possible in the modern Smartfilters pane?

This is what I was looking for in my earlier question. What I am looking for is to cumulate enterprise keywords.

 

I.e. I have a document library in which each document is tagged with a number of enterprise keywords that let me know what general topics they're about. Often I want to see only documents that contain keyword 1 AND keyword 2, thus severly narrowing down the number of documents I see. Right now I have to manually scroll down and individually pick the documents that I contain both keywords. I've already found that I've overlooked some doucments that way. 

 

In other words- I would love to have a default OR filter as it is right now but get the option of an AND filter when filtering within the same column.  


@Nils Hempel wrote:

In other words- I would love to have a default OR filter as it is right now but get the option of an AND filter when filtering within the same column. 


Yes, and, building on that, it would also be nice to have an option of an OR filter when filtering across multiple columns.

Hi @Miceile Barrett , do you think the key filters/type-ahead functionality from the classic sites will be brought into the Smartfilters pane at some point?

At what permission level is "Pin to Filter Pane" available? It seems like they are not available to contributors. This can be kind of painful for admins as I am constantly getting emails stating that their column isn't available in the Filter Pane and then I have to go and add it in for them. It would be great to have this option available so people could add it to the Filter Pane. Even if it were not permanent, it would still be helpful within a session.

 

Shelley

Hi,

This is how one of our document library view looks like with Filter Pane enabled. Two questions based on this:

1) The result set shows files that are created in Year 2017. But neither Modified/Created slider in the Filter Pane reflects it. Is there any reason?

2) The created since 2018 shows year 2019+ in the slider. Won't that slider be useful if it shows date prior to today or the year (or the year of a file that is the oldest in that doclib or list)?

 

FilterPaneYearQuery.PNGResult set not reflecting in Filter Pane

Hi,

 

Filter Pane is helpful to refine the view results. Few questions on its behavior:

1) Based on Meta Data Navigation settings, default fields/columns are shown in the Filter Pane

2) What are other default columns that will automatically show up based on the view results?

3) I notice "Type" appears on the Filter Pane if there are multiple types of files in a view result. Is this configurable?

Hi I am having a problem.The filters options that I see can be Pinned or deleted. Once I delete one of them is there a way to get it back?

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