How To Add/Remove Global Hierarchies Filters For Recommendations

How To Add/Remove Global Hierarchies Filters For Recommendations

  • updated 1 yr ago

From this guide, you will know how to add hierarchies to and remove them from the global filters for your Recommendations.

To do that, perform the following steps:

  1. On your Dashboard, navigate to the Recommendations and click on Overview;
  2. Click on the Recommendations you wish to add a Global Hierarchies Filter for;This picture shows steps 1 and 2 of the Dashboard Overview, where a user has navigated over to the left menu bar under the ON-SITE subject to access the Recommendations view.
  3. On that page, scroll down to Recommendation Strategy and unfold the topic box by clicking on it;
  4. Click on the Add filter button. In this case, choose "hierarchies" in the first input field from the drop-down menu, select the option in the second drop-down menu and select the hierarchies needed in the third one. If you need to add some more hierarchies to your filters, click on the Add filter again and perform the steps above selecting the hierarchies you need;

     This video shows steps 3 and 4 of how the user has scrolled down to the Recommendation Strategy and unfolded the box in order to open up the view of seeing Filters and how to customize them.

To remove some hierarchies from your global filters, you need to perform the same steps as you did for adding them. The only difference is that you should specify "matches none of" in the second input field of the Recommendation Strategy section;Once the filter is created, click on Save and publish to activate the filter you have just added.

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