Filter views

Filter views provide a way to pre-filter spud and feed content by a combination of custom field values, owning calendars, or custom object owning folders.

In order to use filter views you must have created at least one custom field or have your content organized into multiple calendars/folders.

How do I create custom event fields.

Topic links

• When to use filter views
• How filter views relate to filter spuds
• How to create filter views
• How to use filter views in your website

When to use filter views

Using a filter view means you can:

• Publish subsets of content on different sections of your website, all with a similar look and feel.
• Link to pre-filtered views of content.
• Highlight subsets of content in promotion spuds.
• Provide different segments of your website audience with event feeds targeted to their specific interests.

What if my goal is to provide visitors with a way to subscribe to a subset of events?

• What you can do: Customize calendar feeds

  You can provide visitors with a calendar feed link that is customized to deliver a subset of events. Learn more here.

• What you can't do: Let visitors subscribe to filtered email and feed subscriptions using Subscribe calendar actions

  Email subscriptions and feeds generated by the Subscribe and feed calendar actions always include all events, even when the actions appear in calendars based on a filter views.

  

  Subscribing to a calendar based on a filter view still delivers an unfiltered stream of all events.

  Tip If you want to publish a calendar based on a filter view and you don't want visitors to be surprised by receiving more events than they expected in their email and feed subscriptions, you can hide calendar actions. In the Publishing Control Panel, click the Calendar Spuds tab. In the Main Calendar Spud section, click Edit Settings & Styles. Click Calendar Actions Panel. Under Settings, for the calendar actions you want to hide, select No.

How filter views relate to filter spuds

Filter spuds are control spuds that you include in published views to let site visitors filter the events they see by selecting specific filter values. For example, you might include filter spuds that let visitors see only events in specific categories (performances versus lectures) or aimed at specific audiences (seniors versus toddlers).

Filter views are a way to pre-define specific filter values. For example, a community website might devote a page to seniors that includes a calendar pre-filtered to show only events with the audience filter value of senior. Or, a museum might provide a link directly to a calendar that displays only events with the category filter value of performance.

Tips

• If a filter view and its accompanying filter spud both filter by the same fields, the filter spud applies the filter view field values by default. You can control whether to make other field values available in the spud for visitors who may want to see events with other filter values. For example, even on the seniors page on its website, a community might want to give visitors the option of showing events aimed at toddlers and teens.
• For any publication, you can set a maximum of five custom field filters. That limit extends across both filter spuds and filter views. For example, suppose you set up one or more filter spuds to filter by event type, audience, and delivery format. If you also want to set up filter views, you can reuse the three filters you already assigned and you can assign a maximum of two additional ones (for example, you might want to set up filter views for specific presenters and locations).

  Tip The five-filter limit applies to the number of fields by which you filter, not the specific filter values. For example, event type is a field filter which has many values, including Athletic, Fundraiser, Career Development, and more.

Tell me more about filter spuds.

How to create filter views

Filter views are defined within a publication and each filter view has its own set of spuds and feeds.

To create a filter view for a publication, the first step is to enable filter views.

To create a filter view

1. In the editing environment, make your publication active. Click Publish.
2. To enable filter views, in the Publishing Control Panel, select the Publish Settings tab, and then click Edit Publish Settings.
3. On the Edit Publish Settings page, in the Publish Settings section, for Enable filter views, select Yes. Click OK.
4. At the top of the Publishing Control Panel, you now see a Filter View list. Select [create new view].

   

   Create a new filter view by selecting create new view from the Filter View list.

5. On the New Filter View page, type a name for the view.

   Each filter view must have a unique name within a publication. To make it easy to distinguish one filter from another, use a name that explains the purpose of the filter (for example, SeniorAudience instead of FilterView1).

   Tip If you change a filter view name when you're already using the view on your website, you'll have to re-embed the filter view spud code and/or update the filter view URL. Learn more about using filter views on your website.

6. For Filters, select the custom fields, calendars, or folders that you want to filter on.

   You must select at least one filter and you can select up to three. For example, a community website might create a filter view that shows only events that are targeted at seniors and that take place in two particular neighborhoods.

   Tip You can't use parameters in spud code or in URLs to dynamically combine filter views. If you want to embed or link to a view based on multiple filters, create a unique filter view with up to three filters applied.

7. For Show filters in search info panel, typically, you'll leave No selected.

   The Search Info Panel is the colored area at the top of the main calendar (yellow in the following image) that shows currently applied filters. In most cases, you'll want to show only filters that visitors apply dynamically using a filter spud. If you select Yes, the Search Info Panel shows up by default in the filtered view with the view's filters applied.

   

   Search Info Panel. Typically, you won't show the filter view filters here.

8. For Include all values in filter spuds, typically, you'll leave No selected.

   Select Yes only if you intend to embed filter spuds alongside the main filter view calendar and you want visitors to have other filtering options. For example, suppose you create a filter view aimed at a senior audience. If you select Yes and include an Audience filter spud beside the main calendar, visitors will be able to display events aimed at toddlers and teenagers as well as seniors.

9. Click OK.

How to use filter views in your website

Each filter view includes its own set of spuds and feeds pre-filtered to deliver a subset of your event content.

There are three ways you can provide pre-filtered content to calendar visitors:

• Embed pre-filtered spuds
• Provide links to pre-filtered calendar views
• Provide links to pre-filtered event feeds

Tip You can't use parameters in spud code or in URLs to dynamically combine filter views. If you want to embed or link to a view based on multiple filters, create a unique filter view with up to three filters applied.

Embed pre-filtered spuds that include the url argument and filterview parameter

If you plan to display and promote subsets of events on separate webpages on your site, you can embed spud code that is configured to display a filter view.

To copy spud code configured for a filter view:

1. In the Publishing Control Panel, first select the filter view.

   

   Selecting an existing filter view from the Filter View list.

   With the filter view selected, all of the spud code automatically reflects the view by including the appropriate arguments and parameters.

2. To copy the main spud code, click the Calendar Spuds tab.

   To copy spud code for a control or promotion spud, click the Control Spuds or Promotion Spuds tab.

   The script for each pre-filtered spud includes a url argument with the filterview parameter as illustrated below.

   <script type="text/javascript">
   $Trumba.addSpud({
   webName: "communitycalendar",
   spudType : "main" ,
   url : { filterview : "SeniorsDowntown" } });
   </script>

   Script for a community calendar's main calendar spud pre-filtered by the SeniorsDowntown filter view.

I'd like to know more about customizing spud code.

Provide links to pre-filtered calendar views

If you want to provide access to multiple filter views from a single webpage, you can create filter view URLs that link visitors to pre-filtered content.

To link to a filter view:

1. Type the URL for the webpage where the unfiltered calendar is embedded.
2. At the end of the URL, include a question mark and the filterview parameter in the trumbaEmbed argument.

   For example, the URL might look something like this:

   http://yourwebsite/events.html?trumbaEmbed=filterview%3DSeniorsDowntown

   SeniorsDowntown is the filter view name. %3D is the URL-encoded value for the equal sign.

   In the filter view URL, every common character that follows trumbaEmbed= must be URL-encoded. Common characters include the ampersand, equal sign, space character, and so on. In the example, the equal sign after filterview is replaced by the URL-encoded character %3D.

   Note Occasionally, another service storing a URL for display may convert URL-encoded characters to their common equivalents. If this happens, everything following the common character is ignored and the filter view won't display.

   I'd like more information about URL-encoding with URL parameters.

Tip You can find a filter view's URL (and the link to the filter view that is hosted on the Trumba website) on the Hosted View tab. In the Publishing Control Panel, with a filter view selected, click Hosted View.

Provide links to pre-filtered event feeds

If you think visitors will want to subscribe to pre-filtered feeds of your event content, you can provide RSS, XML, and iCal feed links that include the filterview parameter.

For example, this RSS feed URL uses parameters to specify a start date, a time span in months, and a filter view.

SeniorsDowntown is the filter view name.

I'd like to know more about calendar subscriptions and customizing calendar feeds.