Product Selector

Fusion 5.9
    Fusion 5.9

    Templates UI configuration options

    The Templates screen in the Rules Editor allows you to design, test, and implement a wide variety of search experiences. Results are conditionally delivered from multiple different query pipelines, enabling you to optimize search, browse, and AI-driven functionality throughout your site.

    Configuration options

    Templates

    When creating or editing a template, the status is indicated after the template name.

    Template active status

    The active status can hold the following values:

    Tag New Saved Published Active

    Editing

    ✅

    Stale

    ✅

    (nothing)

    ✅

    ✅

    Configuration options for templates:

    Option Description

    Precedence

    If multiple templates are triggered, this setting determines which template is displayed. Lower numbers are considered higher precedence. For example, a template with precedence of 999 will trigger before a template with precedence of 1.

    Display Name

    The name of the template.

    Type

    The type of template. This is an arbitrary value classifying the template. It has no effect on triggering/rendering logic unless the value is Typeahead. If Typeahead is assigned, the template will be excluded from /trigger and /render endpoints.

    This value is read-only and for informational purposes only.

    Zones

    Determines which zones are loaded when the template is triggered. Zones are displayed in the order they appear.

    Triggering

    The conditions that must be met for the template to display.

    • Date Range. Define a date range to trigger the display of the template. For example, a desired template may be set to display during a Black Friday sales event.

    • Trigger. Define triggers to trigger the display of a template. Triggers are added with the Trigger button.

      • Search Term. Search terms required in the query for this trigger to match. The configured analysis will be applied to tokenize and process these terms.

      • Match Mode. Defines search terms matching criteria.

        • phrase requires the search tokens of this trigger to exist as a phrase within the search terms of the query. The phrase must be in the same order.

        • all requires the search tokens of this trigger to exist within the search terms of the query in any order.

        • exact requires that the search tokens in this trigger exactly match the search tokens in the query in the same order. As with all match modes, exact still applies the configured analysis, such as stemming. Singular and plural forms will be considered identical despite not being exactly the same.

      • Filters. Filters (fq) values required in the query for this trigger to match. Additional filters may be present in the query and still satisfy this trigger.

      • Exact. If On, the nav state must match exactly this trigger’s criteria. For example, no extra filters are allowed, and no search terms are allowed if this trigger has none defined. Not to be confused with setting Match Mode to exact, which specifically defines the search term matching logic.

    Matches All Locations

    If set to On, this template is always displayed, and triggers are ignored.

    Triggering

    The date range trigger is activated alongside triggers with an AND logical operator. Conversely, triggers are activated alongside other triggers with an OR logical operator. For example, consider the following scenarios:

    Scenario 1 Scenario 2

    Date Range

    none

    Date Range

    November 25, 2020 - December 5, 2020

    Search Term

    cyber monday

    Search Term

    cyber monday

    Search Term

    sales event

    Search Term

    sales event

    In Scenario 1, no date range is configured. The template is triggered if:

    • The user searches the term cyber monday or sales event.

    In Scenario 2, a date range is configured. The template is triggered if:

    • Today’s date is within the date range November 25, 2020 - December 5, 2020, and the user searches the term cyber monday

    • Today’s date is within the date range November 25, 2020 - December 5, 2020, and the user searches the term sales event

    The template is not triggered if:

    • Today’s date is not within the date range November 25, 2020 - December 5, 2020

    • Today’s date is within the date range November 25, 2020 - December 5, 2020, but the user does not search the term cyber monday or sales event

    Zones

    Option Description

    Display Name

    The name of the zone.

    Type

    An arbitrary value classifying the zone. It has no effect on triggering/rendering logic. Intended only to be used by the PM UI. This value is read-only and for informational purposes only.

    Query Profile

    Determines query profile the zone will fetch results from.

    Tags

    Tags are passed to the query profile when rendering. They are combined with tags found in the request parameters of the render request.

    Omit Filters from Query

    If set to On, the filters (fq) are ignored. For example, if you want the zone to display items with type sunglasses even though the user has filtered the results to shorts, enabling this setting allows the zone to display sunglasses.

    UI Treatment

    Arbitrary text that is included in the response when rendering the zone. This is generally used by the frontend to determine how to display the zone. UI Treatment tags accept a color value to help distinguish them in the Predictive Merchandiser screen:

    UI Treatment example

    Results Layout

    Select grid or list view.

    Display Fields

    Add field names and how they are displayed (type of field).

    Product Image

    Field name for the product image.

    Product Title

    Field name for the product title.

    Product Description

    Field name for the product description.
    Product Image, Product Title, and Product Description are only used to render products in Predictive Merchandiser. Your search application will determine what fields are used in production.