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  • Quick start

Toolset Types add-on

402 views 0 April 1, 2021

Table of Contents

Toggle
  • What is the Toolset types add-on
  • Install the Toolset types plugin
  • Create a Toolset Type facet
  • Create a WPSOLR index
  • Add the Toolset Types add-on
  • Configure WPSOLR
  • Index the content
  • Add the WPSOLR facet widget on the frontend
  • Test website search

What is the Toolset types add-on

The Toolset types add-on is the extension for the toolset types plugin. Toolset types allows you to create custom post types, taxonomy and fields. The WPSOLR add-on allows you to use these newly create post types as facets on the front-end to help filter your search.

 

Install the Toolset types plugin

Image Screenshot-2021-03-30-at-09.31.52.png of Toolset Types add-on

Click on “Add New”.

Image Screenshot-2021-03-30-at-09.32.00.png of Toolset Types add-on

Then on “Upload Plugin”.

Image Screenshot-2021-03-30-at-09.32.39-1024x120.png of Toolset Types add-on

Then activate the newly installed plugin.

 

Create a Toolset Type facet

Image Screenshot-2021-03-30-at-14.55.35.png of Toolset Types add-on

Click on “Toolset” > “Dashboard”.

Image Screenshot-2021-03-30-at-14.56.26.png of Toolset Types add-on

Then click on “Add custom fields” in the “Products” post type if you want to add a custom field that applies to products.

Image Screenshot-2021-03-30-at-14.58.25.png of Toolset Types add-on

If you want to create a regular custom field, click on “Toolset” > “Custom Fields” in the sidebar.

Image Screenshot-2021-03-30-at-14.59.01.png of Toolset Types add-on

Then click on “Add New Group”. But here I chose to use the first option.

Image Screenshot-2021-03-30-at-15.19.36-1024x466.png of Toolset Types add-on

You should then see this screen after choosing the first option.

Image Screenshot-2021-03-30-at-15.24.43-1024x694.png of Toolset Types add-on

Image Screenshot-2021-03-30-at-15.24.51-1024x319.png of Toolset Types add-on

After choosing a field, Fill in the name and the description. Other options are available if you want to further customize the new field.

Image Screenshot-2021-03-31-at-09.31.12-1-1024x160.png of Toolset Types add-on

Then edit a product and fill in our newly created field. When you’re done save and configure WPSOLR.

Image Screenshot-2021-03-31-at-09.32.31.png of Toolset Types add-on

Click on “Define your search”.

Image Screenshot-2021-03-31-at-09.33.09.png of Toolset Types add-on

Then click on “Data” in the sidebar.

Image Screenshot-2021-03-31-at-16.36.47-1024x247.png of Toolset Types add-on

Select the newly created field.

Image Screenshot-2021-03-31-at-16.37.07.png of Toolset Types add-on

Then choose “Filter” in the sidebar.

Image Screenshot-2021-03-31-at-16.37.17-1024x35.png of Toolset Types add-on

And select the field we chose earlier.

Image Screenshot-2021-03-31-at-16.37.48-1024x683.png of Toolset Types add-on

Choose a label and a layout, then save.

Image Screenshot-2021-03-31-at-16.37.57.png of Toolset Types add-on

Click on “Send your data” in the menu bar.

Image Screenshot-2021-03-31-at-16.38.08-1024x732.png of Toolset Types add-on

Then click on “Index selected post types in index”.

Image Screenshot-2021-03-31-at-16.39.28-1024x471.png of Toolset Types add-on

Test website search. As you can see a new filter has appeared.

Image Screenshot-2021-03-31-at-16.39.32.png of Toolset Types add-on

We can see the email we entered earlier.

 

Create a WPSOLR index

Image Screenshot-2021-03-30-at-10.13.32.png of Toolset Types add-on

Click on “Connect your indexes” in the menu bar.

Image Screenshot-2021-03-30-at-10.31.54-1024x97.png of Toolset Types add-on

Then click on this button to connect to a search server.

Image Screenshot-2021-03-30-at-10.33.58-1024x655.png of Toolset Types add-on

Fill in the information next. Choose a search engine and a hosting service. Then choose a language and choose a WPSOLR index name. The search engine index name can not have spaces. The words must be separated by an underscore. Fill in the Endpoint URL and leave the default number of shards and replicas. Fill in the user and the password. When you’re done save.

 

Add the Toolset Types add-on

Image Screenshot-2021-03-30-at-10.53.50-1024x95.png of Toolset Types add-on

Click on “Activate extensions” in the menu bar.

Image Screenshot-2021-03-30-at-10.52.42.png of Toolset Types add-on

Then click on “Toolset Types” in the sidebar.

Image Screenshot-2021-03-30-at-10.52.47-1024x817.png of Toolset Types add-on

Click on the first checkbox to activate the plugin. Click on the second one if you want to replace custom field names by custom field labels on the WPSOLR facets in the front end part of the website. If you want to have more choices when customizing your facets, install the “Theme” extension.

Image Screenshot-2021-03-30-at-10.57.05.png of Toolset Types add-on

Click on “Theme” in the sidebar.

Image Screenshot-2021-03-30-at-10.57.17-1024x233.png of Toolset Types add-on

then click on the checkbox to activate the extension.

 

Configure WPSOLR

Image Screenshot-2021-03-30-at-11.25.32.png of Toolset Types add-on

Click on “Define your search with ‘No index selected'”

Image Screenshot-2021-03-30-at-11.25.44-1024x432.png of Toolset Types add-on

Then click on the “Search” checkbox and select the select the search engine index we connected to earlier. Then save.

Image Screenshot-2021-03-30-at-11.37.30.png of Toolset Types add-on

Click on “Data” in the sidebar.

Image Screenshot-2021-03-30-at-11.37.46-1024x268.png of Toolset Types add-on

Then click on “Products” and select the Taxonomies you want to use.

Image Screenshot-2021-03-31-at-10.42.23-1024x552.png of Toolset Types add-on

Then select the fields you would like to use. Here I chose to activate the price, stock and stock status fields. I used floating point number and integer number for price and stock respectively, because I  am going to display these fields in the form of a slider. The slider does not work with text fields.

Image Screenshot-2021-03-31-at-10.40.51.png of Toolset Types add-on

Then click on “Filter” in the sidebar.

Image Screenshot-2021-03-31-at-11.15.24-1024x120.png of Toolset Types add-on

Select the fields we chose earlier, then save.

Image Screenshot-2021-03-31-at-11.18.03-1024x453.png of Toolset Types add-on

Then go to the first field and fill in a label and choose a layout. I chose the “Range Slider”.

Image Screenshot-2021-03-31-at-11.19.01-1024x468.png of Toolset Types add-on

Then scroll down and choose a label and a layout. Just like before, I’m going to use the “Range Slider”.

Image Screenshot-2021-03-31-at-13.55.16-1024x704.png of Toolset Types add-on

Lastly, enter the label for the stock status filter and chose a layout. And save.

Image Screenshot-2021-03-31-at-13.57.03-1024x553.png of Toolset Types add-on

Image Screenshot-2021-03-31-at-13.57.17-1024x562.png of Toolset Types add-on

If you want you also change the skin of the slider after saving your changes. Save your changes.

 

Index the content

Image Screenshot-2021-03-31-at-14.57.45.png of Toolset Types add-on

Click on “Send your data” in the menu bar.

Image Screenshot-2021-03-31-at-14.58.29-1024x866.png of Toolset Types add-on

Click on “Index selected post types” to index the products.

 

Add the WPSOLR facet widget on the frontend

Image Screenshot-2021-03-31-at-15.22.04.png of Toolset Types add-on

Click on “Customize” at the top of the window on the front part of the website.

Image Screenshot-2021-03-31-at-15.22.15.png of Toolset Types add-on

Then click on “Widgets”.

Image Screenshot-2021-03-31-at-15.22.21.png of Toolset Types add-on

Then click on “Sidebar”.

Image Screenshot-2021-03-31-at-15.22.43.png of Toolset Types add-on

And on “Add a Widget”.

Image Screenshot-2021-03-31-at-15.22.51.png of Toolset Types add-on

Type in WPSOLR in the search box and select “WPSOLR Facets”.

Image Screenshot-2021-03-31-at-15.22.56.png of Toolset Types add-on

You should then see this. Publish your changes.

 

Test website search

Image Screenshot-2021-04-01-at-12.49.17-1024x450.png of Toolset Types add-on

Image Screenshot-2021-04-01-at-12.49.28-1024x592.png of Toolset Types add-on

Search is working as intended

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Related Articles
  • Configure WPSOLR Parsing and Chunking
  • Create a WPSOLR Hosting OpenSearch index
  • Create your Custom Templates for Citations, Suggestions, Related Posts & Recommendations
  • Getting started with facets
  • Getting started with Ajax (live) search
  • Getting started with search

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