During your Engagement Hub onboarding process, we'll work with you to create your initial categories and filters list. If you need to make changes in the future, a Tenant Administrator can do so from the Site Administration section:

Adding a Filter to an Existing Category

Click the pencil icon in the upper right corner of a category box to make edits.

The left column shows how the filter label will appear to end users. The right column is a back end descriptor. Both are required. Edit existing end user labels as needed. 

If you ever need to edit an end user label, you must not change the back end label. Doing so could affect existing tiles with that filter.

Click the Add Option button at the end of a list to add a new filter. The labels are not case sensitive, and the back end label should not include spaces (use hyphens to denote spaces).

After any changes are made, make sure to click Save at the bottom of the page.

Adding a New Category

Click the Checkbox Group button in the upper right corner.

Scroll to the bottom of the page to view and complete:

A - Click the pencil icon to edit the category and filters.

B - Category label

C - Back end category name

D - Filter end user and back end labels

E - Add Option button to add additional filters

F - Make sure to click Save once all edits are made.

Frequently Asked Questions

How should we come up with our categories/filters list?

• This is usually a collaborative effort among your colleagues. Contact support@inforeadycorp.com if you'd like to see examples from other clients for inspiration.

What happens if I delete a filter?

• The filter becomes unavailable, but not deleted from the database. So, if you removed a filter and added it back later, the data previously filled out would still be there, as long as you use the same labels.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.