SharePoint 2013: Content Query Web Part and Managed Navigation

SharePoint 2013: Content Query Web Part and Managed Navigation

Managed Navigation in SharePoint 2013 allows the navigation of a site to be driven
by a Term Set. Additionally, you can specify which page to load when a term is clicked.
In this scenario the new Content By Search web part is the natural web part to use
to dynamically display content based on the Managed Navigation Term that has been
selected. However, this web part is not available in SharePoint Online at this time.
But the ever faithful Content Query Web Part has been updated to help out.

Creating a Managed Navigation Term Set

  1. In your Office 365 Tenant navigate to your site
  2. Click the Gear icon in the upper right hand corner, and then click
    Site Settings
  3. Click Term Store Management
  4. Create a new Term Set
    1. Here I have an existing group named IT Categories
      SP2013-CQWP-1
    2. Click the drop down and select NewTerm Set and give it a name: Hardware
      1. Click on the Intended Use tab in the right hand properties section
      2. Check the box Use this Term for Site Navigation, this will allow us to use this term set to drive navigation.
      3. Also, check the box Available for Tagging if it is not already checked, this will allow us to use this term set to tag content
      4. Click Save
        SP2013-CQWP-2
    3. Now create a Term in our Term set: Laptop
      1. Click the Term Driven Pages tab
      2. In the Target Page Settings section, check the Change target page for this term
        checkbox
      3. In the text box type ~site/pages/ITCategory.aspx
        SP2013-CQWP-3
      4. At the bottom of the page click Save
    4. Create a few more terms repeating the above process.
    5. Your Term Set should look something like this:
      SP2013-CQWP-4

Using the Managed Navigation Term Set

Configuring the Current Navigation in a Site

  1. Navigate to the site where you want to use this term set to drive navigation (or create a new site)
  2. Click the Gear icon, and then click Site Settings
  3. In the Look and Feel section click Navigation
  4. In the Current Navigation section select the option: Managed Navigation….
  5. In the Managed Navigation: Term Set section select the Term set that you created above
    SP2013-CQWP-6
  6. Scroll down and click OK
  7. Navigate to the home page of the site
  8. Note the left hand navigation now displays the terms from our term set
    SP2013-CQWP-7

Configuring a library

  1. Click Site Contents in the current navigation
  2. Click on the Documents library
  3. In the Ribbon, click the Library tab, and then click Library Settings
  4. Under the Columns section click Create Column
    SP2013-CQWP-8

    1. Give the Column a name: Hardware Type
    2. Select the option Managed Metadata
    3. Scroll down and in the Term Set Settings section select the Term set you created above
    4. Scroll down and click OK
  5. Add a few documents to the document library
  6. Edit the properties of each document and select a term for that item from the now available term set
    SP2013-CQWP-9View in document library:
    SP2013-CQWP-10

Creating a Page to display content based on the selected term

  1. Click Site Contents in the current navigation
  2. Click on the Pages library
  3. In the Ribbon click the Files tab
  4. Click New Document
    1. Name your page: ITCategory
  5. Check out and Edit your new page
  6. You will be prompted with an Edit Page dialog, click Edit Page Template
    SP2013-CQWP-11
  7. Add a Content Query Web Part to your page
  8. Edit the Content Query Web Part
    1. Expand the Query section and select the option Show items from the following list
    2. Click browse and select the document library that we configured above
    3. In the Content Type section select Document Content Types
    4. In the Navigation Context section check the Filter by page navigation term checkbox
      SP2013-CQWP-12

      • Note: If you don’t see this option, navigate to the Site Settings and activate the
        SharePoint Server Publishing feature
    5. Click OK
    6. Save changes and check in the page

Managed Navigation in action

  • Click the terms in the left hand navigation to see the Content Query Web Part retrieve the documents that have been tagged with the selected termSP2013-CQWP-13

This tutorial illustrates how you can use the Content Query Web Part
to surface content that is tagged with Metadata by using a Term Set to drive Navigation.

For more information check out the following resources:

5 thoughts on “SharePoint 2013: Content Query Web Part and Managed Navigation

  1. Pingback: Best loved SharePoint posts: Week 10 Dec 2012
  2. Hi, and thanks for this post. I have a deveioper subscription on SharePoint online. but when I go to Term Store Management to create Term store the popup menu does not show up.

  3. i’m very new to Sharepoint. worked a bit on Sharepoint 2010 and now i’m tasked with 2013. I have requirement to use the Content Query web part to show content from a list by applying a filter on a field. Which I have done with 2010.

    My problem is it’s seems to be missing on the 2013 webparts section. can someone help me.

  4. I love this post your write up so good. Actually the Sharepoint 2013 search combines the better of Sharepoint 2010 search and the fast search. This results in much faster, more powerful and scalable search results.I love this fastest features in 2013.

  5. Is this “Filter by Page Navigation term” available in SP 2013 Standard Edition? I saw one time reference that it might not be but I see it in Content Query web part ; but it is greyed out. I confirmed I see the SharePoint Servier Publishing feature turned on as you indicate in this article, so unless it does not work in Standard Editoin, I cannot figure out why I cannot Filter by Page Navigation?

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