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How to update YITH WooCommerce Ajax Product Filter to version 4.0

When updating YITH WooCommerce Ajax Product Filter to version 4.0, the button Convert widgets in a preset will show.

How to convert widgets into preset

By clicking on it, a modal window will open and you can decide to start the wizard or close the modal.

Start the wizard to convert widgets into preset

By closing it, you will be able to convert your widgets into a preset from WooCommerce > Status > Tools at any time.

Run filter widgets upgrade

By clicking on the Run button, your sidebar widgets will be converted into presets automatically. Sidebars won’t be changed, so, you will need to place the created preset on the page you prefer.

Next steps

After converting the widgets into presets, they will be created with the sidebar names like in the example below. These presets will be filled based on the previous configuration of filters for that specific sidebar.

Widgets converted into presets

Now, if you go to WordPress Dashboard -> Appearance -> Widgets you will find the sidebars still including the classic widgets.

How to manage classic widgets after conversion

So, if you want to move from the old widgets to the new presets, you must remove all the existing widgets from the sidebar first…

Remove classic widgets from sidebars

…then you can add the preset to the same sidebar.

Add preset to your sidebar

 

 

Filter presets

The plugin allows creating unlimited groups of filters (presets) that you can show on different product and category pages or on custom pages.

It already includes a default preset that you will find after installing and activating the plugin in the section Filter presets.

Default presetThis preset includes filters which settings can be changed according to your needs.

Filters included in preset

To start creating new presets, click on Add preset.

Add presetFor each preset you create, you can insert a title to easily identify it when checking the list.

Each preset of filters created can be enabled/disabled through the related button.

Enable-Disable presets

Vertical or horizontal style

The option Preset layout allows you to choose the style to use to show your filter presets.

Vertical and horizontal layout

The default layout shows the filters vertically and can be used in sidebars like in the image below. You can use the filter presets in sidebars through widget, Gutenberg blocks and Elementor.

Default layout

Otherwise, if you want to show your filters horizontally, just select horizontal layout and the result will be as shown below. For further details about the horizontal style, please refer to this page.

Horizontal layout

Preset filters

You can then start choosing the filters to include by clicking on the button Add new filters in the section Filters of this preset.
This allows creating different filters based on the page on which you want to show them and configure the available options we will analyze below:

Add new filter

Each filter can be shown as a toggle, closed or opened, by activating the option Toggle style.

How to show filter as a toggle

Opened toggle
Opened
Closed toggle
Closed

 

Taxonomy filter

The taxonomy filter allows configuring filters for categories, tags, attributes, and custom taxonomies. Let’s analyze all the available options.

How to set taxonomy filters

  • Filter name: type the name that will define the filter;
  • Filter for: select Taxonomy;
  • Choose taxonomy: select the taxonomy that will be applied to this filter;
  • Auto-populate with all terms: by enabling this option, the filter will acquire all the terms already available for the taxonomy you have selected and also the ones you will create in the future.
  • Choose terms: (available if the option Auto-populate with all terms is disabled) based on the taxonomy selected, you will be able to add the terms to be used for filtering. In the image above, we have used product categories.

Filter type

Customize terms

  • Filter type: types available are: checkbox, radio, select, text, color swatches, and label/image.
  • Customize terms: by enabling this option, you will have the possibility to customize each term label and tooltip. If you don’t want to customize the label and tooltip for each selected term, you can disable the option, and just use the term name; this will also improve the performance of the filter editing screen, in case you have many terms selected.

CHECKBOX & TEXT

How to customize terms

 

 

 

 

 

 

By selecting Checkbox or Text,  you will be able to configure the following options:

Taxonomy filter options

  • Order by: you can choose how to sort terms shown in the filter by name, slug, term count, term order and drag & drop. When selecting Drag & drop, you will also be able to change the position of the terms in Terms options by drag and drop;
    Filter custom order by drag and drop
  • Order type: choose the default order for terms from ASC (ascending) and DESC (descending);
  • Show count of items: enable if you want to show the number of items available for each term;
  • Show hierarchy: this ordering applies to hierarchical taxonomy levels. By selecting No, show all terms in same level, the hierarchy won’t show and only the terms in the same level will;

Show no hierarchy with terms in the same level

by selecting No, show only parent terms, the hierarchy won’t show and only the terms in the same level will;

Show no hierarchy with only parent terms

by selecting Yes, with terms collapsed, the hierarchy will show and terms will be collapsed;

Show hierarchy with terms collapsed

by selecting Yes, with terms expanded, the hierarchy will show and terms will be opened;

Show hierarchy with terms expanded

by selecting Yes, without toggles, the hierarchy will show but without toggles.

Show hierarchy without toggles

Based on the selection made in the Order by option, the ordering of the terms will apply level by level starting from parent terms.

Multiple selection when filtering products

  • Allow multiple selection: by enabling this option, users will be able to select multiple terms when filtering products;
  • Multiselect relation: by selecting AND, filter results will show only if all selected terms match at the same time; by selecting OR, filter results will show only if at least one of the selected terms matches.

Adoptive filtering

  • Adoptive filtering: this option allows you to choose to hide terms with no results or show them but without being clickable (see image below), based on the number of products and categories selected.

Adaptive filtering with not clickable terms

 

RADIO

Same options as for Checkbox except for Allow multiple selection and Multiselect relation since radio allows selecting only one option at a time.

Radio filter

 

 

 

 

 

 

 

SELECT

Same options as for Checkbox except for Show hierarchy since it is not possible to show hierarchy structure inside the select body.

Moreover, it adds the option Show search field which, if enabled, shows a search field that allows users to filter product terms directly from the dropdown.

Show search field

Search field in filter dropdown

COLOR SWATCHES

By selecting Color swatches, you will need to select if and where labels will show, enter the number of items per row that you want to show in the option Columns number, then in Terms options you can add color or image to each term.

Color swatches filter

 

Color swatches terms on frontend

 

LABEL/IMAGE

Label-Image options

 

 

By selecting Label/Image, you will need to select if and where labels will show, enter the number of items per row that you want to show in the option Columns number.

Label image terms on frontend

Order by

Filter for Order by

By selecting Order by, you can decide the sorting options to show such as default, popularity, price, rating, latest, etc. by adding them to the option Order options.

Order by filter on frontend

Price range

Filter for Price range

By selecting Price range, you will be able to choose the filter type to use from Checkbox, Radio, Select, and Text.

You can add all the price ranges you want by adding them through the option Customize price ranges. Here, you can specify the minimum and maximum amount or the minimum only and enable the option Show “& above” in last range which allows users to filter prices from the minimum value you have specified to the highest price available.How to customize price rangesPrice ranges on frontend

The other options available are:

  • Show count of items: enable if you want to show the number of items available for each term;
  • Allow multiple selection: by enabling this option, users will be able to select multiple terms when filtering products;
  • Adoptive filtering: this option allows you to choose to hide terms or show them but without being clickable, based on the number of products and categories selected.

How to use adoptive filtering

Price slider

By selecting Price slider, you will be able to show a slider with a minimum and maximum price value. Through the option Price slider style, you can decide to show a slider, the fields “From” and “To” or both.

Price slider optionsPrice slider with fields From - To

The plugin allows calculating the minimum and maximum value automatically by enabling the option Adaptive limits. In this way, the values will adjust to the current selection without the need to specify them. Yet, if you prefer to configure these values, you can disable Adaptive limits and the min/max fields will show like in the image below. Here, you will need to insert the minimum and maximum values for the slider to start and end.

Adaptive limit for price slider

Finally, you can insert the value for each increment of the slider through the Slider step option.

Slider step to set increments

 

 

Review filter

 

Filter for review

By selecting Review, your users will be able to filter products by customers’ review ratings as shown in the image below.

Review filter on frontend

Filter by review - frontend

In stock/On sale filter

 

Filter for In stock-On sale

By selecting In stock/On sale, you will give your users the possibility to filter only by discounted and/or available products, therefore excluding those currently out-of-stock.

To filter and show only available products, you must enable the option Show stock filter.
To filter and show only discounted products, you must enable the option Show sale filter.
To filter and show only featured products, you must enable the option Show featured filter.

If you want to show also the number of items available for each term (like in the image below), activate the option Show count of items.

In stock/On sale filter on frontend

Horizontal layout

If you prefer to show your filters horizontally on the top of your pages, select Horizontal in the option Preset layout when creating your filter preset.

Horizontal layout

This type of layout requires setting a title for the filters created. By leaving the field empty, the system will show a notice when saving the filter.

Filter name required

All filters configured will show as toggles.

Horizontal layout on frontend

After a selection has been made within the filter, the button Clear will show to let users reset their choice (only if the related option is enabled). By clicking on Save, the selection will be saved and registered for that filter.Clear and Save buttons

Based on your configurations in the General settings tab, you will be able to show the Reset filters button (and choose where to show it), the count of items, the active filters (and the possibility to remove them), the Apply filters button, etc.

Horizontal filters and general settings

General settings

In the tab General settings, you will find all the global options available for your filters. Let’s analyze them together:

How to show Apply filters button

Apply filter button on frontend

  • Filter mode: decide to apply filters in Ajax or show the Apply filter button to get results;

  • Show results:  select if you want to load the results on the same page by using AJAX or load them on a new page;
  • Hide empty terms: enable if you want to hide empty terms from filters section;
  • Hide out of stock products: enable if you want to exclude out-of-stock products from results;
  • Show reset button: enable if you want to show a Reset filters button to let users quickly reset the selections applied; (see image below)
  • Reset button position: choose the position where to show the Reset filters button; (see image below)Reset filters button on frontend
  • Show reset above each filter: enable to show a button above each filter to clear the selection applied;

How to show reset button on each filter

Reset button for filters on frontend

  • Show active filters as labels: enable if you want to show the currently selected filters as labels; it is also possible to remove any active filter;
  • Active filters labels position: choose the position where to show the filter labels;

How to show active filters as labels

Active filter labels on frontend

  • Show titles for active filter labels: enable if you want to show a label for each group of active filters;

How to show titles for active filters

Active filters titles on frontend

  • Scroll to top after filtering: enable if you want the page to automatically scroll up whenever a filter is selected. In this way, your users will always be able to see the list of filtered items starting from the top without missing any product;

Scroll to top after filtering

 

 

 

  • Show as modal on mobile: enable if you want to show the filter section as a modal on mobile devices to make the filtering easier.

How to show a modal for filter section on mobile devices

 

Filter section modal on mobile Filter section modal on mobile