You can use the service finder component to help customers locate services (office, support service, hub etc) closest to them. They can search and filter by their own suburb or postcode and see where services are located on a map. The filters are based on tags that you will add to entries built in the 'service provider' micro-content type.
The component is available to use on Landing page layouts only to allow for full width list and map views.
On this page:
- When to use a service finder
- Configuring the component
- Basic configuration with map view
- Configuring the tag filter
- Example of a service finder component in List view
- Example of a service finder component in Map view
- Adding the individual 'services' to the CMS
- Updating a service entry
- Creating a new entry
- Live examples of service finder component on nsw.gov.au
When to use a service finder
This component is ideal for listing a range of offices, services or other entities that can be mapped to a particular location, where you want to show contact details in a list and/or a map without opening a new page (such as in the location or event finder component).
You can set up targeted filters to help customers to find the services in a location that is relevant to their needs. They can see services as pins on a map and you can allow customers to search for keywords such as the name of a service or filter by type of service offered.
Configuring the component
To set up a service finder for your project, you will need to use the “DCS Service Finder” component in layout view on a landing page. Configuring the component is similar to other Search and filter components in the CMS, where you choose from the Agency and other tags to ensure you are filtering only for the services relevant to your project. You can choose to show a map if you have the geolocation details (lat/long coordinates) needed to set location pins, or choose to have just the list view.
Basic configuration with map view
- Choose the service provider type from the first option in the filter menu. This will be the Category tag heading that your service provider entries are all tagged under. In this example, it is Homes NSW Housing offices.
- Choose the Agency tag that applies to your services.
Configuring keyword and location search fields
- You can choose to enable keyword search on your service finder by checking the box under 'Keyword search'. Add a label and help text as needed.
- You can also choose to enable location search by checking the box under 'Location search'. Add a label and help text as needed. This field allows search by postcode or suburb and uses the Location tags on each service micro-content type entry to filter.
Configuring the tag filter
- Choose the tags you want your customers to filter by in the Tag filter dropdown. Add labels, vocabulary (Tags listing) and Terms (what you want them to filter on). Make sure these tags are the ones you have used in the micro-content entry for each service you want to list out.
- You can add several tag filters to your service finder to allow customers to filter on different parameters.
Tip: The order you enter the Terms in is the order in which they will appear on your service finder.
Example of a service finder component in List view
Example of a service finder component in Map view
In this example, the Housing office provider filter uses a set of Category tags for the types of housing office and the Services filter uses a set of Category tags for the different services that may be provided.
Adding the individual 'services' to the CMS
Content advisors can update or create new entries for services in the Micro-content area of the CMS.
To update or create a service entry, follow these steps:
1. Login to Drupal CMS and navigate to: Manage > Content > Micro-content. Or use the link: https://www.nsw.gov.au/admin/content/microcontent
2. If you want to create a new entry, please jump to step #9. If you want to update an entry, continue below with step #3.
Updating a service entry
3. In the Type dropdown, choose "Service provider" and in the editorial group field select the relevant editorial group for your micro-content and Apply filters.
4. Either find the entry you want to update in the table, or search for it using the “Label” field.
5. Once you have found the entry you’d like to update, click on the entry label. This will open the edit window.
6. In the edit window, update the service details as follows:
- Label: Name of the service
- Contact email: Email address of the service
- Contact phone (and any details, e.g. operating hours)
- Link: The website of the service
- Address:The physical address of the service
- Working hours: opening hours for the service
- Geolocation: Latitude and longitude data to show the service in the map view. Note: This is mandatory if you want the service to appear as a pin in the map view.
7. Under the “Tags” tab, update or add any necessary tags:
- Agency
- Editorial group
- Category tags:
- service provider micro-content categories (you will need these to be set up prior to creating/editing services)
- for the filters: choose all relevant category tags for your project
- for the services list and filters: choose the main category. For example, Homes NSW Housing offices > select categories for your services - these would have be created for your project prior to building your finder/entries.
8. Once you are done, scroll down to the Workflow section, set the Change to: section to Published and click Save. You will need to add a Revision log message to publish e.g. Updated phone number.
Creating a new entry
9. Click on “Add micro-content” item on the page https://www.nsw.gov.au/admin/content/microcontent
10. Select “Service provider” from the list of options.
11. On the Content tab, fill in the following details:
- Label: Name of the service
- Description: use this to add additional information about the service which will appear as a show/hide option.
- Contact email: Email address of the service
- Contact phone
- Link: the website of the service
- Address: the physical address of the service
- Working hours: opening hours for the service
- Geolocation: latitude and longitude data to show the service in the map view. This is mandatory if content advisor wants the service appear in the map view.
12. Under the Tags tab, fill in relevant tag fields:
- Agency
- Editorial group
- Also add the following category tags:
- service provider micro-content categories (you will need these to be set up prior to creating/editing services)
- for the filters: choose all relevant category tags for your project
- for the services list and filters: choose the main category. For example, Homes NSW Housing offices > select the categories you have set up for your services
13. Once you are done, scroll down to the Workflow section, set the Change to: section to Published and click Save.
This example shows a service finder component with no map view and an expandable description field.
Live examples of service finder component on nsw.gov.au
See Find a housing office to see a live version of a service finder - it has both list and map views enabled.
See Find a specialist homelessness service to see a finder without map view. This version uses Region tags to locate a service in a particular region. It also uses the 'Description' field to add a show/hide expander for more information about each service.
Need any more help?
If you have any questions, or require assistance with anything mentioned on this article, submit a request via the webform.