Field Weightings for Partner Search

Note

Access to Field Weighting controls is available to Administrator users.

You can control the score individual information fields receive when a partner search in the portal matches them. This score influences the weighting of each item matched in search results and supports the sorting of search results in your partner portal based on relevance (highest score to lowest score).

For example, you may have an item with the word X10 in the title, another item with X10 in the description, and some items that have the Product content tag set to X10.

A search for “X10” would return all 3 items alphabetically, as Name, Description and Product tag have the same weighting as a default.

With the Description field set to High, and the Name field set to Medium, the item with X10 in its description is returned first in results, the one with X10 in the name comes second, and the other items are listed after those.

These orderings apply when a partner orders search results by Relevance.

admin_field_weighting.png

  1. Navigate to   > Settings > Field Weighting.
  2. View the fields available for you to set a weighting.

    Fields are grouped into categories representing Core Fields, Marketing (Campaigns) and Content. The field list is made up as follows:

    • Core Fields - standard fields Name and Description, plus tags of types Marketing Activities and Content that have the same name and value
    • Marketing (Campaigns) - single use tags of type Marketing Activities
    • Content - standard fields Title, Display Name and Show in Partner Library? plus single use tags of type Library Content

    Each field in the categories can have a weighting of Standard, Medium, or High. All available information fields are presented in the Field Weighting window as a default, with their weighting set to Standard.

    A user with the Tag Management permission on their User Role can use the Manage Field Visibility button to specify which fields/tags are presented to be given weighting settings.

    admin_manage_field_visibility.png

    If a field is selected in this list, it is visible in the Field Weighting window and the weighting value it's given there is used in search logic. If a field is deselected here, its weighting value can't be set and it defaults to standard weighting.

  3. Use the sliders to set the field weighting for each field as required. 
  4. Click Close to complete the action.

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