As an Insight+ user, you'll benefit from pre-configured default filters and filter values set by your organization administrators for sub-landing pages. These filters will only be visible if your organization’s administrator has configured user profiles with default filters.

Upon your first sign-in, you'll need to select a user profile for your landing page, depending on the admin's configuration. If default filters have been set for the search experiences and the Landing pages, you may be required to select two profiles. If they have only been configured for one or the other, or the profiles for both search experiences and Landing pages are the same, you'll only be required to select one profile.

Figure: Selecting user profile when both search experiences and Landing pages have been configured

If no Admin default filters are set, then you won't be prompted to select a profile.

Key points to remember

• The Landing page filter experience is layered. Admins enable filtering for users by filter type, for example, Knowledge Type, Sector, and Jurisdiction, when they set up the sub-landing pages. For more information, refer to filters set for sub-landing pages.
  
  Users can select values and apply them to those filters. In addition, admins can set default filters together with their values, for more information, refer to filters set for the Landing pages.
  
  For example—for user profile London, the Admin default filters are Jurisdiction, Eng & Wales and Office, London, whereas the filters set for sub-landing pages are Knowledge Type, Sector, and Jurisdiction. Then, in this case, displayed on the sub-landing pages, you'll see: Jurisdiction - Eng & Wales; Office - London; Knowledge type (pill only, no value) and Sector (pill only, no value).
  
  You can choose to add and/or remove filters, and also save them as your personal default filters for sub-landing pages.

• When you select Show all on the main landing page, you'll be directed to the specific search interface configured by the administrator. On this search experience interface, all Admin-set default filters applicable for that locator will be displayed, if they’ve been configured by your organization's administrator.

• If you select Show all from your sub-landing pages, you'll be directed through to the Knowledge locator together with any filters (default or otherwise) that have been applied on the sub-landing pages. To reset the filters back to the Knowledge locator defaults, select Reset filters.

  • Beyond the default filters applied for your User profile, admins can also configure specific custom messages and quick links for your profiles on the Sub-landing pages. These will provide you with updates and quick access to data that is more relevant to your profile. For example, a custom message for a Litigation user profile can be “Trial prep for Smith vs Jones starts Monday” with quick links pointing to the case docket, repository, and court calendar.

  • Display rules for custom messages and quick links on Sub-landing page:

    • If a global custom message (applicable at node level) or a global quick link (applicable to all nodes) exists, and no customized message or links are assigned, then the global message and links will be displayed.

    • If a specific custom message or quick link has been configured for a User profile, it takes precedence and is displayed.

    • If no custom message or quick link is configured for the user profiles on Sub-landing pages, then no messages or links are displayed.

    • If the user decides to change the user profile, they'll see the custom message and quick links for the new User profile selected, if they’ve been configured.
      

Managing default filters

For more information on admin default filters and the various options available, refer to the following sections. This will provide you with detailed insights into managing filters and improving your search experience.

Default filter types

• Admin default filters: These are pre-configured filters set by your organization's administrators, applicable to your user profile.

• Personal user default filters: These are filters that you as a user select and save as your own personal default settings, tailored to your individual preferences.

Making changes to your default filters

You can add or remove default filters and values either temporarily for a particular search, or permanently by saving the changes to your default filters.

To make temporary changes, select the drop-down in the filter value in the filter bar and select Clear all to remove a filter, or add additional filter values and then select Apply or use the Advanced search form. When you have finished your search, select Reset filters and it'll return you to your default filter view.

If you'd like to save the changes that you have made to your default filters:

In the center panel, next to the applied filters, select the context menu icon and then select Save as my default filters.

Figure: Option to save your personal default filters

You can use the same action to save any selected filters as your defaults, regardless of whether any admin defaults have been applied to you. After they’re set, these defaults will apply to the search experience in which you have set them.

Delete personal user default filters

In addition to saving personal default filters, you also have the flexibility to delete personal default filters and create new ones.

To delete personal default filter settings:

Select the icon and then select Delete my default filters.

Figure: Option to delete your personal default filters

Once you've deleted your personal default filters, you can set new preferred filters and save them as your personal default. This lets you easily update your default settings to your needs.

Reset to admin default filters

After saving your personal default filters, the option Reset to admin filters gets enabled only if your administrator has set Admin default filters.

Select the icon and then select Reset to admin filters.

Figure: Rest to admin filters

Default filters updated by the administrator

• When you have your personal default filters saved, and the administrator updates the default filter settings for your user profile, then a notification is displayed showing that the administrator has updated the default filters.

  • Select the icon to remove the notification.

  • To apply the updates, select the icon and then select Reset to admin filters.
    

    Figure: Notification for updated admin default filters when personal default filters are saved

    

You can also choose not to apply the Admin default filters updates and continue with your saved personal filter settings.

• When you don't have any personal default filters saved, a notification like the one in the following figure is displayed.
  

  Figure: Notification for updated admin default filters when no personal default filters are saved

  

To apply the updated admin default filters, select Reset filters.

Default filters removed by the administrator

When the administrator deletes the default filter settings for your user profile, and there are no personal default filters saved, a notification is displayed showing that the administrator has changed the default filters.

Figure: Admin Default filters removed by the administrator

Select the icon to remove the notification, and then select Clear filters, to remove all Admin set filters.

Alternatively, if you want to retain the admin default filters, you can select the ​icon and then select Save as my default filters.

Changing your user profile

You can switch between different user profiles to access different default filter settings configured by the administrator for all search locators and landing pages.

To change to another user profile:

1. Select your user profile and then select Settings.

2. In the Settings dialog, under User profile section, select the drop-down menu to select and update your default user profile.
   

   Figure: Settings dialog to change to another user profile, if set by the administrator

   

3. Select Apply.

4. In the center panel, select Reset filters to apply the default Admin filter settings for the selected user profile.

User profile deleted by administrator

If your associated user profile is deleted by the administrator, the following notification message is displayed along with an option to select a new default profile.

Figure: User profile deleted notification

To select a new user profile:

1. In the Select your default profiles dialog, select the drop-down list, and then select your user profile.

2. Select Save.
   

   Figure: Option to select your user profile

   

3. Select Reset filters to apply the admin default filters for the selected user profile.

Handling a no-search results scenario

When multiple filters are applied, the search criteria can become too specific, resulting in no search results being displayed.

In such scenarios, you have two options to select from to refine your search:

• Option 1

  • Select Clear Filters option to remove all applied filters and then apply new filters for a fresh search.
    
    To avoid this happening again, you should then save your reduced filter option as your personal default, and also notify your administrator that you aren't able to view any results with the applied default filters.
    

• Option 2

  • Select Clear All option from the filter(s) drop-down to remove a particular filter and then start a new search.
    
    To prevent the same thing from happening again, you should consider what personal default filters you should save, and also notify your administrator that you aren't able to view any results with the applied default filters.

Figure: Clear filters option

Figure: Clear all option