How to create PRD 2.0 'Link Terms' Guided Searches

There are 3 types of Guided Searches available in PRD 2.0. This article will help you to create Link Terms Guided Searches in PRD 2.0

1. Text search
   
2. Redirect to a URL
   
3. Taxonomy or Custom Resource Categories (Link Terms). 
   

1. From the Manage Resources page, click the 'Public Resource Directory' link and at the top of the page click the 'Manage the PRD2 Settings' link
   
2. At the top of the PRD 2.0 setting page, under the area where you upload your logo, click the link that says ‘Click here to manage guided search for Public Resource Directory v2.0’
   
3. The Guided Search Manager opens where you will see any Guided Search categories you’ve already created
   
4. To add a top-level Guided Search, click the ‘Add Category’ button, and type the name of your category as you wish for it to appear on your PRD in the 'Guided Search Terms' textbox; your changes are automatically saved. The text you enter here will appear as a Guided Search button when help seekers first visit your PRD
   
5. To upload an optional image to the Guided Search top-level category, click the ‘Image’ button. A new window opens were you can choose from our library, or upload your own image. Depending on the type of image you wish to use, complete the following steps:
   
1. To choose from our library of images, select any of the images that appear and click the 'Save' button
   
2. To upload your own image, click the button on the right side of the page to 'Upload my own image' and browse your computer for the correct file. After the file is selected, review the image in the 'Preview' box on the right side of the page, and click the 'Save button'
   
6. You can create a 'Link Terms' Guided Search at any level, and the following is important to note when creating 'Link Terms' Guided Searches:
   
1. After you setup a 'Link Terms' Guided Search, you can't add sub-categories under that specific Guided Search. For example, if you create a top-level Guided Search named 'Mental Health' and you add 'Link Terms' of 'Individual Counselling' and 'Family Counselling' that top-level Guided Search, then you can't add any sub-categories under 'Mental Health'. But you can create 'Mental Health' as the top-level category and don't add any 'Link Terms'. Then create 'Counseling' as a second level sub-category and add the 'Link Terms' to the second level.
   
7. If you wish to create a 'Link Terms' Guided Search at the top level, skip to step 10 now. Otherwise, if you wish to create a 'Link Terms Guided Search at the second or third level sub-category, continue to step 8.
   
8. To create a second level sub-category, click the plus sign to the left of the top-level category name, then click the ‘Add Subcategory’ link that appears, and type the name of your sub-category in the 'Add Sub-Category' text box. If you wish to create a 'Link Terms' Guided Search at the second level sub-category, skip to step 10. Otherwise, if you wish to create a 'Link Terms' Guided Search at the third level sub-category, continue to step 9.
   
9. To create a third level sub-category, click the plus sign to the left of the top-level category name, then click the plus sign to the left of the second-level sub-category name, finally click the ‘Add Subcategory’ link that appears, and type the name of your sub-category in the 'Add Sub-Category' text box, and continue to step 10.
   
10. Complete the following steps to create a 'Link Terms' Guided Search at any level:
    
1. For Taxonomy, select the checkboxes next to the filters for ‘Include Inactive’ and ‘Include unused’, as appropriate
   
2. In the Search Taxonomies search box, start typing the name of the Taxonomy Term you wish to add, and select it from the auto-suggested drop-down list when it appears. Linking to Taxonomy terms higher in the taxonomy tree will include all resources indexed in a lower taxonomy term
   
3. For Categories, in the Search Categories search box, start typing the name of the custom Resource Category you wish to add, and select it from the auto-suggested drop-down list when it appears.
   
1. Note, the operation used when multiple categories or taxonomy terms are linked to a category is “OR”. For example, if  'Community Meals' and 'Homeless Meals' are linked, any resource indexed with 'Community Meals' OR 'Homeless Meals' will be returned in the search results.
   
11. By default, new Guided Searches are created as 'Inactive'. To publish the Guided Search to your PRD, the switch button under ‘Active’ from ‘No’ to ‘Yes’
    

Important Notes

1. Changes made to Guided Search categories will be available on Public Resource Directory within 60 seconds of being saved
   
2. Guided Search Categories can be moved and reordered in the list by clicking and holding the dots to the left the f the category name, then dragging the category in the list
   
3. Guided Search categories are ordered left to right when viewing them on your PRD 2.0 site. For example, your first Guided Search category appears as the first category in the left column of your PRD 2.0 Guided Search, your second Guided Search category appears as the first category in the right column of your PRD 2.0 Guided Search, your third Guided Search category appears as the second category in the left column of your PRD 2.0 Guided Search, and so on