Setting up filters based on variant options, tag prefixes, and metafields on Shopify

Introduction

By default, you have several standard filters based on product details, such as product type, collection, price, vendor, etc., and variant options, such as color and size. However, you can make your filters if you require more flexibility than what the default ones offer. The new filters can be based on:

• Product variant options
• Tag prefixes
• Metafields

Filters by variant options

To create filters by variant options in your Shopify store, follow these steps:

1. Go to Filters > Filter list > Settings tab.
2. Type option names separated by commas into the Option names field. The option names are case-insensitive.

   

3. Select or clear the Export option only for available product variants setting. If you select it, the filters will have values from available variants only. If you don’t, it will have values from all variants.
4. Apply the changes.
5. Click the link at the top or the Force re-indexation button on the left-hand side to start the indexation.

That’s it. After indexing is complete, you can review your new Product option filters in Filters > Filter list > Filters and in the Search Results Widget on your storefront. The filters will use the same names as the values in the Option name field.

Filters by tag prefixes

The tag prefix is the first part of the product tag, with the “_” symbol at the end. For example, if you have tags like Color_red, Color_green, Color_blue, the “Color_” part is the tag prefix. In this case, you can create filters with the Color name and values: red, green, blue.

To create filters by tags based on tag prefixes on Shopify, follow these steps:

1. Go to Filters > Filter list > Settings tab.
2. Type the one tag prefix or multiple tag prefixes separated by commas into the Create filters by tag prefix field. The tag prefixes are case-insensitive.

   

3. Apply the changes.
4. Click the link at the top or the Force re-indexation button on the left-hand side to start indexation.

That’s it. After indexing is complete, you can review your new Product tag filters in Filters > Filter list > Filters and in the Search Results Widget on your storefront. The filters will use the same names as the values in the Create filters by tag prefix field, without the “_” symbol.

Filters by metafields

You can create filters using Shopify metafields for products and product variants.

The app supports metafields based on metaobjects for both products and product variants, including category metafields.

Creating filters by product metafields

You need to add a metafield for filtering  (Apply to = Filter) and the Product type according to the instructions here.

After the indexation, your new product metafield filters will be available in the Search Results Widget on your storefront.

Creating filters by variant metafields

You need to add a metafield for filtering  (Apply to = Filter) and the Variant type according to the instructions here.

After indexation, your new variant metafield filters will be available in the Search Results Widget on your storefront.

Creating filters by category metafields

You need to add a metafield for filtering  (Apply to = Filter) and the Product type according to the instructions here.

After indexation, your new category metafield filters will be available in the Search Results Widget on your storefront.

Adjusting numeric filters by metafields

If the metafields based on which you’ve created filters have the Number (integer, float) content type and the one value type in Shopify settings, they will be created as a slider, like the price slider, by default.

You can adjust the slider filters’ steps from 1, which is from auto to 50, and decimals for the float metafields. To do so, follow these steps:

1. Go to Filter list > Filters > Filters tab.
2. Click the pencil icon next to the filter you’d like to adjust. The editing page will open.
3. Optionally, change the Slider steps setting.

   

4. Optionally, change the Decimals setting if you are adjusting the filter with float content type.
5. Apply the changes.

Converting numeric filters by metafields into the select filter

If you don’t want the numeric filter by metafields to be a slider, you can convert it into a select filter. To do so, follow these steps:

1. Go to Filters > Filter list > Filters tab.
2. Click the pencil icon next to the filter you’d like to adjust. The editing page will open.
3. Click the Convert to select button in the top-right corner.

   

4. Apply the changes.

That’s it. The filter is now shown with the options list on your storefront.

Converting numeric filters by metafields into the slider filter

You can adjust the numeric filter by metafields as a slider if you’ve converted it into a select filter. To do so, follow these steps:

1. Go to Filters > Filter list > Filters tab.
2. Click the pencil icon next to the filter you’d like to adjust.
3. Go to the Settings tab, and then click the Convert to slider button in the top-right corner.

   

4. Apply the changes.

That’s it. The filter is now shown as a slider on your storefront.