This SharePoint web part tutorial explains, what is a choice filter web part in SharePoint 2016/2013 or SharePoint Online? How we can configure the choice filter web part in SharePoint 2016? And how we can set a default value in choice filter web part in SharePoint 2016.
What is a Choice Filter Web Part in SharePoint
A Choice Filter Web Part in SharePoint is used to filter the records or items from a list or document library by giving the Choice Filter option.
For example, we created a list named as “Employee List”. It has a choice column as “Department” which has values: “HR”, “FINANCE”, “ACCOUNTANT” and “IT”.
By using Choice Filter Web Part we can filter records based on choice values like: “HR”, “FINANCE”, “ACCOUNTANT” and “IT”. So that a user can easily get the records of “Employee List” from the Web Part in SharePoint 2016.
Configure a Choice Filter Web Part in SharePoint 2016/2013
To configure a Choice Filter Web Part in SharePoint, we can follow these below steps-
Step-1: First, create a List in the SharePoint Site as I created below named as “Employee List” and add some items to there. Here I want to choose the “Department” column is a choice column.
Step-2: Go to the SharePoint Web Part Page which is present inside the “Files” option of a “Site Page”. Then click on to the “Add a Web Part” of any one of the columns whatever you want whereas I have chosen the Left column of that Web Part.
Step-3: In this page, it will show to choose the “Categories” and “Parts” as I have chosen the “Apps” and then “Employee List” which I created before and then click on to “Add” for adding the Web Part.
Step-4: After adding the Web Part, here it will show the list named as “Employee List” like as below screenshot.
Step-5: Again go to the “add a Web Part” for filtering the choice option like as below figure.
Step-6: Select the “Filters” option from “Categories” and “Choice Filter” from the “Parts” and click on to “Add” for adding the Choice Filter Web Part.
Step-7: Here it will show the “Choice Filter” option in the Left column like as below screenshot.
Step-8: Go to the “.” A symbol which is present in the right side of “Choice Filter”. Then go to the “Edit Web Part” as like below.
Step-9: In this page, it will show the “Choice Filter” Web Part options. Here we have to give the values of choice and if you want to give the description with values then you can.
Step-10: To give the values of choice, we have to go “List Settings” of the “List” named as “Employee List”. In that, the choice column name as “Department”, we have to copy all the choices which are given before at that time of creating that “Department” column.
Step-11: Here we have to paste those choices in the “Choice Filter” of Web Part option and then click on “Apply” and “ok”.
Step-12: Go to the “Filter” of “Left Column”. Then click on “.” An option which is present in the right side of “Choice Filter”. Go to the “connections”, then click on “Send Filter Values To” and “Employee List” as below.
Step-13: After connecting, a message box will appear at the top of the page, here we have to select “Get Filter Values From” and then click on to “Configure” for configuring the Choice Filter.
Step-14: In this “Configure Connection”, choose the Choice Filter whatever you created before whereas I created “Department” and then click on to “Finish” for finishing the configuration as like below screenshot.
Step-15: Here it will show the “Sending values to Employee List” in the Choice Filter as like below.
Step-16: Click on to the highlighted Browser option. Then a Choice Filter page will appear to select the Filter values.
Step-17: In that “Select Filter Value(s), choose a value whatever you want as I have chosen a value named as “ACCOUNTANT” and then click on “ok”.
Step-18: After “Stop Editing” the page, we can see our Choice Filter value details whereas I selected the value as “ACCOUNTANT” so that here we can see the record details of accountant department as like below screenshot.
Set Default Value in Choice Filter web part in SharePoint 2016
We can set a “Default Value” to the Choice Filter web part in SharePoint 2016 by using the following steps.
Step-1: Go to the “.” option of Choice Filter Web Part and then click on to “Edit Web Part”.
Step-2: Here a Choice Filter Web Part box will appear. Then go to the “Advanced Filter Options” and expand that by clicking on “+” option as below screenshot.
Step-3: Select the checkbox of “Require user to choose a value” and give the value to “Default Value” as I have given “ACCOUNTANT” and then click on “Apply” and “ok”.
Step-4: After “Stop Editing”, we can see the Default value as “ACCOUNTANT” and the record details of that accountant which I have given in the advanced settings option of Web Part.
Read some SharePoint web part tutorials below:
- Relevant document web part in SharePoint 2016
- Media Web Part in SharePoint 2016
- What is List Filter Web Part? How to Configure and Use List Filter Web Part in SharePoint 2016?
- Picture Library Slideshow Web Part in SharePoint 2016
This SharePoint 2016 tutorial we will discuss what is a choice filter web part in SharePoint 2016/2013 or SharePoint Online? how we can configure the choice filter web part in SharePoint 2016/2013. How we can set a default value in choice filter web part in SharePoint 2016.
Hello Everyone!! I am Bhawana a SharePoint MVP and having about 10+ years of SharePoint experience as well as in .Net technologies. I have worked in all the versions of SharePoint from wss to Office 365. I have good exposure in Customization and Migration using Nintex, Metalogix tools. Now exploring more in SharePoint 2016 🙂 Hope here I can contribute and share my knowledge to the fullest. As I believe “There is no wealth like knowledge and no poverty like ignorance”