Office 365, SharePoint, SharePoint 2013, SharePoint Online

SharePoint Online – Refine Search by Content Type

A question often raised that causes much confusion is how we add a Search Refiner to search documents or files by a certain Content Types in SharePoint Online

From the get go adding a refiner isn’t as easy as it possibly could be, OOTB your site collections default search page (yourtenant.sharepoint.com/_layouts/15/osssearchresults.aspx) is locked down in what I imagine is in place to protect those from themselves, so while we can’t edit the default osssearchresults we can create a new search results page, add the refiners and set it as the search default. Cool – so how do I do that?

There are a few options to how we can create a page to update the refiners, in this example I will be creating a Search Center and utilizing its results page.

Creating the new Search Center

  1. Click Settings > Site contents

  1. You will be taken to the A list of all Apps, scroll down to the bottom of the page and click new subsite

  2. The New SharePoint Site page will load, you will be required to fill out the new sites parameters, the key here is to make sure you choose the Enterprise site template ‘Enterprise Search Center’

    Click Create

    Please note: The Enterprise Features will need to be enabled on the Site Collection in order to use this template


  3. Once the new Search Center has been created you will be presented with a search bar, do a test search

 

Modifying the Search page

Now we are on our newly created search results page we can start editing the page

  1. Settings > Edit Page

  2. On the left hand side navigation you will see the Refinement WebPart – Select the drop down menu and Click Edit Web Part

    The Page will load with a Refinement Web Part Panel on the right hand side of the page

  3. Click Choose Refiners

  1. On the available refiners choose ContentType and click Add.

    once added Click OK

    You will now see Content Type as an available Refiner, you can now publish your page

Make your new Search Results Page the default.

  1. Navigate back to the root of your site collection and click Settings > Site Settings

  2. Under the Site Collection Administration category, choose Search Settings

    Enter in both the Search Center URL & Which search results page should queries be sent to like the following

    Click OK and your done your content types are now available to your users as a refiner

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