Facets and Sorting Configuration

Facets and sorting options enhance the ATS experience by allowing customers to filter and organize search results. This guide explains how to configure both features in the PA DiscoveryOS Shopify App.

Overview

Facets (Filters)

Facets appear as filters in search results, allowing customers to narrow down products based on specific attributes such as:

• Price ranges
• Brands
• Colors
• Sizes
• Categories
• Custom attributes

Sorting Options

Sorting options allow customers to reorder search results by:

• Price (low to high, high to low)
• Newest arrivals
• Product name (A-Z, Z-A)
• Relevance
• Custom fields

Facet Configuration

Accessing Facet Configuration

1. Navigate to the app home page
2. Click Configuration in the navigation
3. Select the Facet Config tab

Creating a Facet

To add a new facet:

1. Click Add Facet Configuration
2. A form modal will appear

Facet Configuration Parameters

Parameter	Description	Required
Label	Display title for the filter (e.g., "Price", "Brand", "Color")	Yes
Field	The field name to filter on	Yes
Type	Data type: String for text filters or Number for range filters	Yes
Active	Enable the facet in search results	Yes

Field Selection

The Field parameter must reference a field that exists in your product data:

• Standard Fields: Use Shopify field names (e.g., vendor, productType, tags)
• Custom Fields: Use the Key from your Field Configuration

Field Reference

The Field value must exactly match the key defined in Field Configuration. For example, if you configured a metafield with key brand_name, use brand_name as the Field value here.

Facet Types

String Type

Use for text-based filters where customers select from discrete values.

Examples:

• Brand names
• Product categories
• Colors
• Sizes
• Tags

Display: Appears as a list of checkboxes

Number Type

Use for numeric filters where customers select from ranges.

Examples:

• Price
• Weight
• Dimensions
• Ratings

Display: Appears as a range slider or min/max inputs

Example Facet Configurations

Example 1: Category Filter

Label: Category
Field: filter_cat
Type: String
☑ Active

Result: Customers can filter by product Category

Example 2: Price Range Filter

Label: Price
Field: price
Type: Number
☑ Active

Result: Customers can filter by price range with a slider

Managing Facet Order

Facets appear in search results in the order they're listed in the configuration table.

Reordering Facets

1. In the Facet Config tab, locate the facet list
2. Click and drag the handle icon (☰) on the left of each row
3. Drag the facet to the desired position
4. Release to drop in the new position
5. The order is saved automatically

Viewing Facet Configurations

The Facet Config tab displays all configured facets in a table:

Column	Description
Order	Drag handle for reordering
Label	Display name of the facet
Field	Field name being filtered
Type	String or Number
Status	Active or Inactive
Actions	Edit or Delete

Editing a Facet

1. Locate the facet in the configuration list
2. Click the Edit icon (pencil)
3. Modify the configuration in the modal
4. Click Save

After Changes

After modifying facet configurations, the changes will take effect within 30 minutes in the Search API. No product sync is required.

Activating/Deactivating Facets

Toggle the Active checkbox to enable or disable a facet without deleting the configuration.

• Active: Facet appears in search results
• Inactive: Facet is hidden from search results

Sorting Configuration

Accessing Sorting Configuration

1. Navigate to the app home page
2. Click Configuration in the navigation
3. Select the Sorting Config tab

Creating a Sort Option

To add a new sort option:

1. Click Add Sorting Configuration
2. A form modal will appear

Sorting Configuration Parameters

Parameter	Description	Required
Label	Display title for the sort option (e.g., "Price: Low to High")	Yes
Field Name	The field to sort by	Yes
Field Type	Data type: String or Number	Yes
Default Sort	Default sort order: Ascending or Descending	Yes
Active	Enable the sort option in search results	Yes

Field Selection

The Field Name parameter must reference a field that exists in your product data:

• Standard Fields: Use Shopify field names (e.g., price, title, createdAt)
• Custom Fields: Use the Key from your Field Configuration

Sort Order

• Ascending: Sorts from lowest to highest (A-Z, 0-9, oldest to newest)
• Descending: Sorts from highest to lowest (Z-A, 9-0, newest to oldest)

Example Sorting Configurations

Example 1: Price Low to High

Label: Price: Low to High
Field Name: price
Field Type: Number
Default Sort: Ascending
☑ Active

Result: Sorts products from lowest to highest price

Viewing Sorting Configurations

The Sorting Config tab displays all configured sort options in a table:

Column	Description
Label	Display name of the sort option
Field Name	Field being sorted
Field Type	String or Number
Sort Order	Ascending or Descending
Status	Active or Inactive
Actions	Edit or Delete

Editing a Sort Option

1. Locate the sort option in the configuration list
2. Click the Edit icon (pencil)
3. Modify the configuration in the modal
4. Click Save

Activating/Deactivating Sort Options

Toggle the Active checkbox to enable or disable a sort option without deleting the configuration.

• Active: Sort option appears in search results
• Inactive: Sort option is hidden from search results

Managing Sort By Order

Sort By appear in search results in the order they're listed in the configuration table.

Reordering Sort

1. In the Sorting Config tab, locate the Sort list
2. Click and drag the handle icon (☰) on the left of each row
3. Drag the sort to the desired position
4. Release to drop in the new position
5. The order is saved automatically

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