Custom Facet

Custom Facet

The Custom Facet is unique among the out-of-the-box search facets. Rather than group results by a single static field (like the modified date or the asset type), you use a Custom Facet to choose which field to group results by. You can create an entirely new facet with much more customization.

Configuring the Custom Facet

  1. Click the Add icon (Add icon) at the top of the page.

  2. Locate the Custom Facet and drag it to the collection of facets on the left. The Custom Facet is found under the Search section of widgets.

    Find the custom facet under the search widgets.

  3. Click the facet’s Options icon (Options icon) and click Configuration.

    Click on the Configuration option.

    The Custom Facet has several configuration options which are described below.

  4. When finished setting options, click the Save button.

Display Settings: Choose between Default, Compact Layout, and Label Layout. The Default layout shows checkboxes next to each term but the Compact layout does not. The Label layout shows small clickable labels for each term.

Advanced Configuration contains additional options:

Aggregation Field: Enter the name of the indexed field to aggregate results by. This must be a non-analyzed keyword field. See below for more information.

Custom Heading: Enter the heading to display for this facet. If not set, the aggregated field name is displayed.

Custom Parameter Name: Specify a URL parameter name for selected values. If not set, the aggregated field name is used.

Max Terms: Set the maximum number of facet terms to display, regardless of how many matching terms are found for the facet.

Frequency Threshold: Set the minimum frequency required for terms to appear in the list of facet terms. For example, if the frequency threshold of a facet is set to 3, terms with two matching results don’t appear in the term result list.

Order Terms By: For Liferay 7.4 U60+/GA60+, you can choose the facet term sorting strategy: Term Frequency Descending (default) or Term Frequency Ascending. The default sorting orders facet terms from most matches to least.

Display Frequencies: Choose whether or not to display the term frequencies.

Federated Search Key: Enter the key of an alternate Search this widget is participating on. If not set, this widget participates on the default search. This value is typically the name of an application-defined index.

Finding Indexed Fields

To use the Custom Facet, you must know which non-analyzed keyword field to use in the configuration.

tip

Elasticsearch supports indexing fields in multiple ways. Some text fields can be used as keyword fields if they’re nested raw multi-fields in the mapping, or if the field is mapped in an additional separate field mapping as fieldName_sortable (as a keyword). See the example below on creating facets for Custom Fields, as it leverages the Elasticsearch multi-field concept.

To browse the entire list of available fields, inspect the field mappings from Control PanelConfigurationSearch (click the Field Mappings tab). Here you’ll see numerous indexes. The Liferay Assets you’re likely interested in are indexed into the company index, which is named similarly to liferay-20101 (20101 is the Company ID).

Alternatively, use your search engine’s API to browse the mappings. In Elasticsearch you can access the field mappings from your terminal using cURL to call the Get Mapping API:

tip

Kibana’s Dev Tools console is more convenient for making Elasticsearch API calls than cURL.

curl -X GET "localhost:9200/_mapping/LiferayDocumentType"?pretty

Solr uses the ListFields API:

curl http://localhost:8983/solr/liferay/schema/

Here’s a snippet of output from the Elasticsearch example:

"ddmStructureKey": {
  "store": true,
  "type": "keyword"
},
"ddmTemplateKey": {
  "store": true,
  "type": "keyword"
},
"defaultLanguageId": {
  "store": true,
  "type": "keyword"
},
"description": {
  "store": true,
  "term_vector": "with_positions_offsets",
  "type": "text"
},
"discussion": {
  "store": true,
  "type": "keyword"
},

Accessing Custom Fields

When you create a Custom Field with the setting Searchable as Keyword enabled, the custom field is indexed with the backing asset (Blogs Entries, for example). After re-indexing it’s also applied to existing entries. The field itself is a text field, named like expando__keyword__custom_fields__Enabled (if you name the field Enabled in the Custom Fields UI), but it contains a nested field mapping for creating a separate raw keyword field.

To use the raw field in the Custom Facet, append .raw to the Custom Field name in the Aggregation Field:

expando__keyword__custom_fields__Enabled.raw

Here’s the query you can run in Kibana to inspect the text field’s mapping (replace the Company Id—20097—in the index name parameter):

GET /liferay-20097/_mapping/field/expando__keyword__custom_fields__Enabled

JSON is returned:

{
  "liferay-20097" : {
    "mappings" : {
      "expando__keyword__custom_fields__Enabled" : {
        "full_name" : "expando__keyword__custom_fields__Enabled",
        "mapping" : {
          "expando__keyword__custom_fields__Enabled" : {
            "type" : "text",
            "store" : true,
            "fields" : {
              "raw" : {
                "type" : "keyword"
              }
            },
            "analyzer" : "keyword_lowercase"
          }
        }
      }
    }
  }
}

To see all the raw fields, query the index for *.raw fields:

GET /liferay-20097/_mapping/field/*.raw

Setting a custom field to searchable means that the value of the field is indexed when the entity is modified or when a re-index is triggered. Only java.lang.String fields can be made searchable.

Accessing Nested DDM Fields

As documented in the 7.3 Breaking Changes document, the way Liferay Dynamic Data Mapping framework indexes some fields has changed. They were previously at the root of the search engine document; now they’re nested fields. This change affects Liferay 7.3 and Liferay 7.2 SP3/FP8+ (but only if the Enable Legacy Dynamic Data Mapping Index Fields setting is disabled in System Settings → Dynamic Data Mapping Indexer). On the latest Fix Pack and GA release of 7.3, this change is accounted for in Liferay’s Search API and no configuration updates are necessary. Therefore, if you have Custom Facet widgets that relied on fields named ddm__text__* or ddm__keyword__* that were at the root of the Elasticsearch document, continue to use these fields as usual in your Custom Facet’s Aggregation Field configuration, even though they’re no longer at the root of the document.

To find DDM fields in existing documents in the index,

GET liferay-20097/_search
{
  "query": {
    "nested": {
      "path": "ddmFieldArray",
      "query": {
        "wildcard":  { "ddmFieldArray.ddmFieldName": "ddm__keyword*" }
      }
    }
  }
}

Replace the Company Id—20097—in the index name parameter to match your instance’s value.

The document returned has a ddmFieldArray object with nested content:

 "ddmFieldArray" : [
    {
      "ddmFieldName" : "ddm__keyword__40806__Textb5mx_en_US",
      "ddmValueFieldName" : "ddmFieldValueKeyword_en_US",
      "ddmFieldValueKeyword_en_US_String_sortable" : "some text has been entered",
      "ddmFieldValueKeyword_en_US" : "some text has been entered"
    },
    {
      "ddmFieldName" : "ddm__keyword__40806__Selectjdw0_en_US",
      "ddmValueFieldName" : "ddmFieldValueKeyword_en_US",
      "ddmFieldValueKeyword_en_US_String_sortable" : "option 3",
      "ddmFieldValueKeyword_en_US" : "value 3"
    },
    {
      "ddmFieldName" : "ddm__keyword__40806__Boolean15cg_en_US",
      "ddmValueFieldName" : "ddmFieldValueKeyword_en_US",
      "ddmFieldValueKeyword_en_US" : "true",
      "ddmFieldValueKeyword_en_US_String_sortable" : "true"
    }
  ],

To use one of these fields in a Custom Facet, enter the ddmFieldName value (e.g., ddm__keyword__40806__Testb5mx_en_US) in the Aggregation Field of the Custom Facet configuration.