Web part overview

This article describes the web part "Knowledge Management" which allows exploring pages and documents of one or more sites by metadata.

We use this web part in this site in the "Our web parts" tab of the navigation. It allows you to search for web parts more easily and gives you the possibility to filter by tag to refine your search.

Use it to allow your collaborators to simply search for content!

This web part is now obsolete and will no longer be available at the end of 2023. We recommend using the Mozzaik365 Search Center instead.

Add the web part

1. Open the edit mode of the SharePoint page by clicking on edit at the top right of the page.
2. Position the mouse above or under an existing web part, and click the "+" button to open the web part catalog. 
3. Search or scroll down in the catalog to select the "Knowledge Management" web part in the category "Documents, lists and libraries". 
4. The web part is added to the desired location. 
5. Click on "Edit web part" on the left to set the options for the web part.
6. Choose a theme field. 

View the different steps:

Web part options

General 

When the web part is added to a page, a theme must be associated with it. In the "Content" menu, choose the desired Topic field.

In order for the field to be visible in the options, it must be created in the site columns and not just in the library. The column names must not be created with spaces or special characters. Spaces are replaced by the string "_x0020_" which causes an error. So you have to create the column without spaces and then rename it.

Details of the options

Scope

This option allows you to choose the scope of the news:

• This Site
• A list of sites
• All sites

Content

This section allows you to choose the options on the content to be displayed.

• Topic field: choose the metadata managed at the level of the columns of sites used as a theme.
• Show tags: Display the data associated with the thematic field on the content.
• Type of results: All, Pages and Documents. 
  • All: Pages and documents.
  • Pages: only pages.
  • Documents: only documents. 

Filter

This section allows you to filter the content according to one or more managed metadata in order to refine the results and obtain the desired content.

Display

It is possible to choose for the web part:

• The number of news items to display.
• To pin one or more item(s)
• The sorting parameter:
  • Creation date
  • Date of modification
  • Choice of the custom date field.
• The sort order:
  • Ascending or descending
  • Choose which contact to display.
• Author
• Edit by
• Custom: Choice of custom contact fields.
• Choose the date display field:
  • Hide
  • Date of creation
  • Date of modification
• Custom: Choice of custom date field.
• Open in a new tab: opens the content in a new tab when clicked.
• Show borders.
• Show pagination via the "see more results" button.
• Show all results when the user has not performed a search.
• Show all themes: Activate the filter by theme.
• Number of themes to display: Choose the number of tags to display (the following ones will be available in the panel when clicking on the ...).
• Use theme color: Choose the background color of the visual.

Search bar

It is possible to display a button that redirects the user to another page, like the "All articles" page.

This button is displayed when there is a URL in the parameter, it is also possible to place it at the top/bottom of the web part and to choose the color of the button.

Themes

It is possible to choose among the available themes (see the themes section below).

Advanced

To see the advanced settings: Link to the page

Web part behavior

The web part offers two types of filters:

1. A free text field.
2. A filter on metadata. 

• An item is displayed in the results if it matches the free text field AND if it matches the selected tags.
• Pages and documents are moved up, a behavior that can be set in the Content section of the control panel.
• By default, a page matches the selected tags if it has one of the selected tags. For example, if you type the text "Knowledge Management" and select the tags Communication and Project Space, you search for a page corresponding to Knowledge Management with one of the values of the linked metadata Communication OR Project Space. It is possible to change this behavior in the settings (Content section) so that the page must match all selected tags.
• When the user has not performed a search, the results are sorted by modification date. This is also the case when the user runs a search, unless the setting has been changed in the Topics tab of the control panel.
• The results returned are by default only from the current site. This behavior can be changed in the web part settings, in the Filter section.
• It is also possible to add a filtering of the results on a site metadata. For example, if you create a wiki page for the Technology X section of your site, you can display only the pages of this technology and create a wiki home for each technology without creating multiple sites.

The web part uses SharePoint Search and the pages and documents must be indexed to be displayed. Therefore, allow a little time between the addition of a page or the modification of its theme and its display on this web part.

It is always possible to filter by theme from the search bar, even if you do not display all possible themes.

Themes