Create or edit a filter
Filter options help sellers narrow a long Marketplace to the partners that fit them. A category, such as Tax advisor, is required, one per partner. A compatible tool, such as Billbee, names software the partner works with.
This form creates a filter option or changes its label and visibility. The type cannot be changed later. Open it from Marketplace with New filter option, or with Edit on a row of the Filter options card.
What you can do here
Section titled “What you can do here”- Create a category or a compatible tool. Type a label and choose the type. Create a filter option.
- Rename a filter option. Only the label in English changes. The key stays. Edit or hide a filter option.
- Hide a filter option. Sellers no longer filter by it, and partner users can no longer choose it. Edit or hide a filter option.
- Assign it to partners. You do this on each partner’s page. Partner page editor.
The screen at a glance
Section titled “The screen at a glance”
What this screenshot shows
- Screen
- Create filter option
- Highlighted
- “English label”: name of the filter option
- Also visible
- Type: Category; Visibility on: shown in Marketplace filters
- Purpose
- Creating a filter option
| Region | What it shows | What you do there |
|---|---|---|
| First row | English label and Type | Name the option and choose its type |
| Switch | Visibility | Show or hide it in the Marketplace filters |
| Footer | Reset, Save filter option | Undo or save |
Create a filter option
Section titled “Create a filter option”- On the overview, select New filter option. The tab Create filter option opens.
- Type the English label, for example Customs broker.
- Keep Type on Category. For a tool, choose Compatible with.
- Select Save filter option. "Filter option saved." appears, and the option is added at the end of the list.
The option is not assigned to any partner yet. Assign it on each partner’s page under category or compatible tools.
Edit or hide a filter option
Section titled “Edit or hide a filter option”Select Edit on its row. The type select is greyed out. Change the label or the visibility switch and save.
What this screenshot shows
- Screen
- English label
- Highlighted
- “Visibility”: shows or hides the option in Marketplace filters
- Also visible
- English label Agency; Type select greyed out: the type is fixed
- Purpose
- Editing an existing filter option
| Visibility | Sellers’ Marketplace filters | Partner page editor for partner users | Partners already assigned |
|---|---|---|---|
| "Shown in marketplace filters" | Offered as a filter | Offered | Keep it and show it |
| "Hidden from marketplace filters" | Not offered, and not shown on partner pages | Not offered, unless already assigned to their partner | Keep the assignment, but sellers do not see it |
Every control, explained
Section titled “Every control, explained”
Every control, explained
Section titled “Every control, explained”Visibility
Section titled “Visibility”English label
Section titled “English label”customs_broker. Other languages come from the translations CSV under pages.marketplace.facets.category.<key> or pages.marketplace.facets.compatible_with.<key>.Other controls on this page
| Control | What it does | Why |
|---|---|---|
| Reset | Restores the values the form opened with | Start over after an experiment |
| Save filter option | Checks and saves the option, then closes the tab | Makes the change live |
What you need to know
Section titled “What you need to know”
What you need to know
Section titled “What you need to know”| Topic | Fact |
|---|---|
| Limits | See the label. |
| Type | Fixed after creation. |
| Order | Set with the arrows on the overview. Sellers see this order within each type. |
| Deleting | Removes the option from every partner that used it. A partner who loses its category needs a new one at the next page save. |
| Audit | Filter option created, updated and deleted are in the audit trail. |
Frequently asked questions
Section titled “Frequently asked questions”
Frequently asked questions
Section titled “Frequently asked questions”General
Section titled “General”What is the difference between a category and a compatible tool?
Section titled “What is the difference between a category and a compatible tool?”A category says what kind of partner it is, such as a tax advisor or a fulfilment centre. Every partner has exactly one. A compatible tool names software the partner works with, such as Billbee. A partner can have any number of them.
Can I change a category into a compatible tool?
Section titled “Can I change a category into a compatible tool?”No. A filter option’s type is fixed once it exists. The select is greyed out when you edit it. Create a new filter option of the other type and assign it on the partner pages. Then delete the old one.
Where do I assign a filter option to a partner?
Section titled “Where do I assign a filter option to a partner?”On the partner’s page. Open the partner with Content in the Marketplace overview. Choose the category or tick the compatible tools there. The filter option form itself does not list partners.
Visibility and deleting
Section titled “Visibility and deleting”What happens when I hide a filter option that partners use?
Section titled “What happens when I hide a filter option that partners use?”The partners keep the assignment. Sellers no longer see the option in the filters or on those partner pages. Partner users cannot pick it for other partners. Switch it back on, and everything appears again.
What happens when I delete a filter option?
Section titled “What happens when I delete a filter option?”After one confirmation, it is removed from every partner that used it. A partner whose category it was then has no category. The page editor requires a new category before it can save that partner’s page.
Why does a partner user not see my new filter option?
Section titled “Why does a partner user not see my new filter option?”Partner users only see visible filter options. A new option is visible by default. If you created it hidden, switch it on in the filter option form.
Translations
Section titled “Translations”How do I translate a filter option into German?
Section titled “How do I translate a filter option into German?”Download the Marketplace translations CSV. Fill the German column in the row of the option’s key, then upload the file again. Until then, German sellers see the label in English.
I renamed a filter option. Does its key change?
Section titled “I renamed a filter option. Does its key change?”No. The key comes from the first label in English and never changes, so existing translations stay attached. Update the translations if the meaning of the label changed.
Troubleshooting
Section titled “Troubleshooting”
Troubleshooting
Section titled “Troubleshooting”| Symptom | What to check |
|---|---|
| "English label is required." | Type a label. It is required. |
| The type select is greyed out | You are editing an existing option, and the type is fixed. |
| An option is missing in the sellers’ filters | It is hidden. Check its visibility switch. |
| "Failed to save filter option." | HTML in the label, or someone deleted the option meanwhile. Reload the overview. |