This article...
- Details how to access Page Designer to add and configure Directory widgets.
- Explains how the individual Directory widgets are distinct search filters to more easily find users based on different criteria.
- Outlines specialized widgets for filtering by community, demographics, location, and Security Group.
- Highlights additional widgets that support searches for the optional Mentor Match and Expert Directory modules.
Higher Logic provides dozens of widgets that you can use to:
- modernize the look of your community pages,
- enhance the usefulness of your site, and
- increase member engagement.
This article focuses on the widgets associated to our Directory Search feature.
Access the Directory widgets
In Page Designer, most of the widgets are categorized so that they are easier to find when building a community page.
To get started, navigate to the page you want to manage and click Edit Page on the Admin Toolbar (or right click for a new tab).
NOTE: Alternatively, you can click Edit Navigation to access the CMS and your community's complete page list, from which you can access and edit any page.
Page Designer is where you manage (add, configure, edit, and remove) widgets.
To access the Directory widgets:
- Click the Build tab and scroll down to the Widget section.
- Click the Category dropdown and select Directory.
Now, only Directory-based widgets display and you can more quickly locate the one you want.
Add and configure a widget
You can drag-&-drop widgets to quickly and easily add them to a page.
To add a widget:
- Click and hold a widget "card" (e.g., Directory Search - Location).
- Drag the widget card to where you want it on the page-design canvas and drop it in place.
The widget can now be configured for this page in your community.
TIP: When you add a widget to a page, that widget on that page is a unique "instance" of the widget that can be uniquely configured for that page.
To configure a widget:
- Click the widget to select it.
Its title bar now has gray shading and its management options display.
- Click the pencil icon to edit the widget.
- Configure the widget for the page.
NOTE: Each widget has distinct settings and varying types of "controllers". For example: dropdowns for community names, toggles for ON/OFF functionality, and text fields for numerical values.
- When you have configured the widget, click Save.
- Be sure to also save and publish your changes at the bottom of the Page Designer page.
Member Directory widgets
Several of the Directory-based widgets are designed to work together to power your community's Member Directory page. In a default community configuration, this page is accessible via Directory > Member Directory, as shown below.
These Member Directory widgets are designed to work together: they are not meant to function as standalone widgets but as a group of widgets that each provide a singular search "filter," like you see with the Location, Community, and Demographics examples below. These widgets allow users to limit their search in a variety of ways to more easily find specific users.
Each of the Member Directory-based widgets is described in its associated section below.
Directory Search
The Directory Search widget displays the Find Members and Clear All buttons you see in the image above. This widget has no parameters to configure; it simply powers the querying of search results based on the information provided in the other Member Directory widgets.
Directory Search - Community
This widget allows users to filter their search query by specific Community Types and/or specific communities, selectable from their respective dropdowns.
Example
Directory Search - Demographic
All custom demographics set up for your Higher Logic Community are selectable when configuring this widget.
To learn about custom demographics, see Profile Demographics.
This widget allows users to filter their search query by specific custom demographics, selectable by checking one or more boxes. When configuring this widget, an admin chooses which demographics to present to users on the front end, which are then displayed on the page as you see in the example below.
Example
Directory Search - Location
This widget allows users to filter their search query by specific location options, such as city, country, and state, among others. When configuring the widget, admins can choose which location options to include.
Example
Directory Search - Limit to Security Group
This widget can be used in two ways:
- Add the widget to the page but configure it to "run in the background" (the Display Checkboxes? option is set to No). With this method, an admin selects one or more Security Groups during configuration and a Directory Search page will automatically filter all search results to only users belonging to these Security Groups. The widget does not display on the page.
- Alternatively, an admin can choose to display the widget on a Directory Search page (the Display Checkboxes? option is set to Yes), giving users the choice to select from one or more of the configured Security Groups. With this configuration, each selected Security Group displays on the page with its own checkbox, and users can check any or all of them to filter their results accordingly.
Mentor Match widget
Search for a Mentor/Mentee
This singular widget is used to power your community's Mentoring Directories search page, where users can search for Mentors or Mentees, depending on their needs. Users can search by criteria such as location, name, and mentoring topics, among others.
NOTE: This widget is relevant only to communities leveraging our optional Mentor Match module.
Also, Mentors who reach their Maximum Number of Mentees threshold (as set in their Mentor profile) no longer display in Mentor search results
In a default community configuration, this page is accessible via Directory > Mentoring Directories, as shown below.
Example
Expert Directory widget
Speaker Search
This singular widget is used to power your community's Expert Directory search page, where users can find speakers/experts by: location, topic of presentation, and/or first or last name.
To learn about this directory, see Expert Directory.
In a default community configuration, this page is accessible via Directory > Expert Directory, as shown below.