FusePoint Documents with Filters Documentation

Type: webpart

Overview

The FusePoint Documents with Filters webpart is a powerful tool for enhancing document management and accessibility within SharePoint. This webpart allows users to select one or multiple document libraries or lists, manage displayed columns via a customizable collection, and efficiently navigate through documents with dynamic filters. Key features include adjustable pagination, customizable items per page, sorting options, and a user-friendly "Clear All" filter option.

New Feature: Multi-List Aggregation

In scenarios where multiple SharePoint lists are used, FusePoint Documents with Filters now supports aggregating items from multiple selected lists into a single display.

Admins can configure multiple lists in the web part properties
Users on the frontend can select which list(s) to view
Displayed columns are shared across lists; if a column doesn’t exist in a list, it appears as empty
Filters and sorting apply to the aggregated data set

Example Scenario:

Assume 3 lists configured with these columns:

List 1: Title, Description, Category
List 2: Title, Description, Region
List 3: Title, Region, User, Status

Selected columns to display: Title, Description, Region

Title will display values for all items
Description will show only for List 1 and List 2 items
Region will show only for List 2 and List 3 items

Features

Dynamic Filtering: Filter documents by multiple attributes with 'Select All' and 'Clear All' options
Multi-List Aggregation: Combine data from multiple lists into one view
Customizable Display: Two-section layout with filter panel and document display area
Fluent UI Integration: Consistent SharePoint design using DetailsList component
Configurable Properties: Control search bar visibility, list selection, and default sorting
Performance Optimized: Designed for libraries under 100 documents
Enhanced UX: Customizable download column and JSON Column Formatter support
Security: Uses SP REST API with system column handling
Styling Options: CSS customization through web properties

How to Use

Adding the Web Part

Navigate to your SharePoint page in edit mode
Select "Add a Web Part" from the ribbon
Choose FusePoint Documents with Filters from the web part gallery

Configuring the Web Part

Select one or more SharePoint lists to include
Set up shared columns and filterable fields
Configure default sorting and pagination settings
Adjust styling options as needed

Using the Filters

Use the left panel to apply multiple filters
Combine text, number, and choice field filters
Reset filters with the 'Clear All' option
Sort results by various document attributes

Customization Options

List Selection: Select multiple lists to aggregate in the configuration panel
Filter Selection: Choose which fields appear as filters (shared columns only)
Display Settings: Configure card view or list view options
Pagination Control: Set items per page and pagination location
Column Formatting: Customize column displays using JSON
CSS Overrides: Apply custom styling through CSS properties

Benefits

Cross-List Document Discovery: Aggregated search and filtering over multiple lists
Consistent User Experience: Fluent UI ensures SharePoint-native interface
Flexible Configuration: Adapts to varying list schemas with graceful fallbacks
Performance Conscious: Optimized for libraries under 100 documents
Enterprise Ready: Secure and stable for business environments

Conclusion

The FusePoint Documents with Filters web part now supports multi-list document aggregation, offering greater flexibility for enterprise use cases. This enhancement simplifies document discovery across multiple sources, making it easier for users to navigate complex data structures while maintaining the performance and design consistency SharePoint users expect.