Use the Refinements component of Product Catalog to define search criteria in drop down format that a user on the Store Front can enter to further refine their search results.
Example: When viewing Women’s Tops on the Store Front, a user can narrow down the products that display by entering a refinement such as color, size, or style. The user must select a value from the drop down list to display products that match the refinement.
When working with a refinement, you can define:
The date range when the refinement displays on the Store Front.
The category or categories where the refinement is available.
Note: Before a refinement displays on the Store Front, you must select the Active check box on the Refinements screen.
Enter a name for the refinement in the "Create a Refinement" box.
If the site is an international site, a multi-select list box will be available that contains a list of the locales defined for the site. Select the locale(s) the refinement will be available for. Multiple locales may be selected by holding down the "Ctrl" key.
Select "Create Refinement". The page will refresh and you will see a series of tabbed pages.
On the "Details" tab, enter the attributes of the refinement:
Select the "Active" check box if the refinement should be active. Deselect the "Active" check box if the refinement should not be active.
Enter a start date and/or an end date if the refinement should be available only for a specific time frame. Leave the start date blank if the refinement should be available immediately. Leave the end date blank if the refinement should remain available until manually cancelled later.
Enter a "Display Name" for the refinement. The display name is the character string that will be used to label the refinement when it is displayed.
Use the "Display Order" drop-down list box to select the sorting method that should be used to display the values of the refinement. Valid options are Display Alphabetically, Sort Numerically, Most Relevant Values First, and Explicit Order.
In the "Source Field" drop down list box to, select the name of the field from Solr that contains the values for the refinement. The list of valid values is from the solr.refinement.index.facet.fields.values site parameter. The delivered valid values are: COLOR, SHOW_SWATCHES, SIZE, and STYLE.
Select the "Numeric Data" check box if the values of the refinement should be treated as numbers. Deselect the check box if the values should be treated as text.
Select the "Treat as Range" check box if the values of the refinement should be treated as ranges. Deselect the check box if the values should be treated as individual values.
Select "Save Attributes" to save the information entered on this tab.
On the "Scope" tab, enter information to define when the refinement should appear.
Select the "Display Whenever Data is Available" check box if the refinement should appear whenever items are displayed that contain values for the refinement. Deselect the check box if the refinement should not appear every time an item is displayed that contains values for the refinement.
Select the "Add Category" button if there are specific categories the refinement should always be displayed for. A new window will appear where you can search for a category or list all the available categories. Selecting a category in the window will add it to the list of categories the refinement will appear in.
The "Values" tab will not contain any information until the refinement has been fully defined and the search index rebuilt. The "Values" tab may be skipped when creating a new refinement.
On the "Synonyms" tab, enter synonyms that will be used for the values of the refinement. Synonyms are values that should be treated the same when the refinement is used. For example, searching on "blue" should also return results for "aqua", "navy", "powder blue", etc.
Enter the primary value for the synonym in the "Primary Value" text field. The primary value is the value that will appear in the list of values displayed with the refinement.
Select "Create Synonym". The page will refresh.
In the list of synonyms, select the "Edit" icon for the synonym just created. A new window will appear.
In the new window, enter all of the values that are synonyms of the primary value. Synonyms should be entered as a comma-delimited list in the "Synonyms" text field.
Select "Save and Close". The window will dismiss.
On the "Locales" tab you can modify the locales the refinement will be valid for. This tab will reflect the locales selected when the refinement was created.
To add a locale to the refinement, select the locale in the "Unselected Locales" list box. Select "<- Add Locale". The locale will be moved to the "Selected Locales" list box.
To remove a locale for the refinement, select the locale in the "Selected Locales" list box. Select "-> Remove Locale". The locale will be moved to the "Unselected Locales" list box.
Rebuild the Solr index so that the new refinement displays on the store front.
Locate the refinement you wish to change in the list of refinements.
Select the "Edit" icon for the refinement.
Follow the instructions in the section above on creating a refinement for information on working with the various tabbed pages for the refinement.
On the "Values" tab is a list of the possible values that may appear in the refinement.
To deactivate a value and prevent it from appearing in the refinement, deselect "Active".
To activated a value and allow it to appear in the refinement, select "Active".
To remove a value and prevent it from appearing in the refinement, select "Remove".
Rebuild the Solr index so that the updated refinement displays on the store front.
Locate the refinement you wish to remove in the list of refinements.
Select the "Delete" icon for that refinement.
A dialog box will appear, asking you to confirm the removal. Select "Yes".
Locate the refinement you wish to activate in the list of refinements.
Select the "Active" checkbox next to the refinement.
Locate the refinement you wish to deactivate in the list of refinements.
Deselect the "Active" checkbox next to the refinement.