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Step by Step configuration to Add custom Refiners in the Refinement Panel of Search Results page for SharePoint Online

Step by Step configuration to Add custom Refiners in the Refinement Panel of Search Results page for SharePoint Online

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Scenario:

You may have custom Library/List columns created which you would like to show them in the Refinement Panel on the Search Results.

Step 1: Creating a Document
Library / List with Customer Columns

  1. Create a New Document library -> go to Library Settings
  2. Create a new Column “Product Type” – Choice Field is what I selected.
  3. Upload some documents to the library and give different Choice options.


 
  

4. Go to Library Settings -> Advanced Settings -> Click on ‘ReIndex Document library’ Button.


 
 

Step 2: Creating a New Site
Collection or Sub Site using “Enterprise Search Center” template. (Note: the reason we need to do this is due to the fact that we
cannot modify the OOB ‘osssearchresults.aspx’ page)

I created a Subsite under my site collection using the ‘Enterprise Search Center’ template. Make sure that you are able to search the documents uploaded.

 

Step 3: Configuring Managed
Properties for Search

  1. Logon to Microsoft Online Portal (MOP)
  2. Go to SharePoint Online Administration Center page.
  3. On the Left Panel -> Select ‘Search
  4. Click Manage Search Schema
  5. Search for Existing Managed property ‘RefineableString00-> Edit the property and set it up as per below. -> Click 'OK'

 

Note: By Default in SharePoint Online you cannot create a new Managed Property as ‘Refineable’, due to which we need to use the existing ones and give an Alias for that.
http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/manage-the-search-schema-in-sharepoint-online-HA103628856.aspx#_Toc351360838

 Note: List of Default Existing Refineable Property list.
http://technet.microsoft.com/en-us/library/jj219667(v=office.15).aspx#DefaultUnusedMPs
 

 

Step 4:Adding the Managed Property to Refinement Panel on the Search Results Page

  1. Go to the Subsite Search Center site created in Step 2.
  2. Type in any keyword to go to the ‘Results.aspxpage. -> ‘Edit’ that page.
  3. Edit the Refinement Panel web Part. -> Click on ‘Choose Refiners…’ button.
  4. From the list of ‘Available Refiners-> Select ‘RefineableString00-> Click ‘Add’ button.
  5. Change the ‘Display Name’ for it (Initially it may not show the Sample Values, wait for around 5-10 mins to take effect )
  6. Click Ok’ -> Save and Close the Page -> Check-In and Publish the Page

 

Now when you perform the Search for documents in that library, on left Refinement Panel you will see the new Refiner “Product Type


Comments
  • Gud one Parmi :)

  • Nice Post, very helpful. I'm trying to set this up by using a managed metadata field as a site column. I struggle to map to the correct managed property. Any tips?

  • Hi have the same problem as Dirk, did you find the way to fix this?

  • Thanks for the post. I have tried doing the mapping but I am unable to get desired results. Any idea what the problem could be.

    Another thing: I want to show result page with results in a table form with only document sets. My requirement is this:

    I have libraries with document sets and document. I want to show document sets only in result in a table with metadata columns. Can you help?

    Thanks

  • Thanks for Post.

    Just a note that your post spells "RefinableString" with an extra "e" in case people are having trouble searching for using the managed property filter. So "RefinableString00" NOT "RefineableString00".

  • How do you know what to put on "Mappings to crawled properties"?

  • Finally found the information that I was looking for. The fact that you can't use custom managed properties as refiners in SharePoint online is a bit of a mystery and a makes me wonder 'what else can't I use' ?

  • Not able to see Refiners on Refiners configuration for Refinement pop-up window after clicking on the CHOOSE Refiners.

  • Not able to see Refiners on Refiners configuration for Refinement pop-up window after clicking on the CHOOSE Refiners.

  • I have this working but can't get this page to replace the site search page. I even change the site settings at both the admin level and the site level to point to the new search center. No luck, it continues to point to the original site search page. Can anyone help? Thank you!

  • Very Good article. When i tried with New Site collection for Enterprise Search center i could not find my columns over there to add to Refiners. Then i tried with a Sub Site with Enterprise Search center i can able to modify the refiners and its working like a charm. Keep up the good work.

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