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Configure a Filtered View of the Agenda Follow
Overview
Admins can create a pre-filtered agenda page that displays specific sessions based on their attributes. Before creating the pre-filtered agenda page, ensure that the sessions you want to show have an attribute in common, for example, a track, a keyword, or a custom attribute that you've created. If you are unsure about how to apply attributes, take a look here: Making Agenda Attributes
Table of Contents:
Prepare a Dedicated Page
Add and Customize the Agenda Widget
Using Multiple Rules
Best Practice When Designing Filters
Prepare a Dedicated Page
- Create a new dedicated page for the filtered agenda. From the Admin Dashboard, navigate to Content > Pages > User and create a new page by clicking Add New Page.
- Name the new page and choose if you would like a link to the page automatically added to the desktop header. Click Create to complete the process of adding a new custom page.
- When new pages are created, a page header is added by default. Agenda widgets cannot be used on the same page with other widgets. To finish preparing the page, delete the heading widget by clicking the 3 dots on the right side of the widget, and click Delete.
Add and Customize the Agenda Widget
- Click Add Widget, and choose the Agenda widget in the list section.
- Agenda widgets are pre-configured to display all sessions. To edit the filter and only display specific sessions:
- Click the dropdown at the top of the page. All is pre-selected by default.
- Choose from the preset filters or to create a custom filter, click New Filter.
- Enter a name for the new custom filter.
- Agenda filters are created using rules. If a session follows the logic of a rule (true) it will be displayed. If a session does not follow the rule's logic (false) it will be filtered out of the results, hiding it from view. Each rule is made of 3 parts: question, comparator, and value
- Question: the attribute by which the filter will be based. Only current agenda attributes are available in the dropdown list.
- Comparator: relational status to the question; equals, not equal, or contains.
- Value: enter the value you would like the rule to asses. I.E. the track name
- Design the rule so the filter displays the intended sessions.
For Example, to only display sessions that have the track labeled Keynote, the rule should be written as Track | Equals | Keynote. The rule is true for any session that belongs to the keynote track, and false for any session that does not. - Once the three parts of the rules have been entered, click Save and Apply Filters.
Only the sessions listed below the filter will be displayed when viewing the page on the front end.
Above is an example of a filter that only displays sessions that belong to the track Keynote.
Using Multiple Rules
More than one rule can be used in order to further customize the filter. Click the plus button on the right of the rule to add additional rules.
When using multiple filters, the checkbox at the top of the rule list describes how the rules will be combined.
- Unchecked: rules are combined using AND logic. Only the sessions that are true to ALL rules will be displayed
- Checked: rules are combined using OR logic. Any session that is true for one or more of the rules will be displayed.
Above is an example of a filter that only displays sessions that belong to both Entertainment AND VIP tracks.
Best Practice When Designing Filters
Before combining multiple rules on one filtered agenda widget, consider using the comparator to yield the same results, with less effort. For example, displaying all sessions except one track can be done two ways:
- Add one rule for every track you wish to display, being sure to combine the rules using OR logic.
-Not recommended - Create a single rule using the Not Equal Comparator to filter out (false) a single track that should be hidden from view.
-Recommended
Above is an example of a filter that displays all sessions that do not belong to the VIP track.