I am working on an online modern team site collection. and we have 5 documents libraries, where these document libraries share the same 3 managed metadata site columns. Now for each document library, I have defined the following inside its Metadata Navigation settings:-

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I am able to filter the documents based on the managed metadata site columns. But since our 5 document libraries share the same managed metadata site columns, can I create a general Metadata Navigation which will work on all the document libraries, so I can filter all these document libraries at once?

1 Answer 1


Yes, you can achieve something similar like this. Follow below steps:

  1. Create Site Columns and add the same site column to all your document libraries (I guess you already did this). Make sure Managed property is created for your site column from URL: siteUrl/_layouts/15/listmanagedproperties.aspx?level=sitecol

  2. Create a Result Source which will fetch the documents from multiple document libraries. You can set its by defining multiple Path like below:

    Working with Result Sources to limit search results

   {searchTerms} path:"https://siteURL.com/DocumentLibrary1/*" path:"https://siteURL/DocumentLibrary2/*" path:"https://siteURL/DocumentLibrary3/*"
  1. Then you can add your site column as a Refiner to the Search results page in SharePoint like given below:

    How to add refiners to your search results page in SharePoint Server

  2. Then you can add the Search Results web part to your SharePoint page and configure it with newly created Result Source.

  3. Additionally you can also connect the Search Results webpart with Search Box webpart.

    How to configure the Search Results Web Part to use a new result source in SharePoint Server


How to use Managed Metadata column as refiners:

Check below articles on how to use managed metadata(term sets) as refiners in Search:

  1. Refiners for Managed Metadata Columns in SharePoint Online.
  2. Creating Custom Search Refiners in Office 365 using Term Sets.
  • 1
    No, user will not have to search for values in search box. Search box is optional... You can add refiners like the metadata navigation only. So, this is the only option you can filter the documents from multiple libraries. Using metadata navigation and fetching documents from multiple libraries is not possible. Nov 13, 2019 at 10:23
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    Check update section in answer to check how to create refiners using managed metadata. Nov 13, 2019 at 11:11
  • 1
    Yes, you are right. You need to use classic UI for this. Nov 13, 2019 at 12:18
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    In order to use classic page on your communication site, try adding Web Part page Content type on Site Pages library. And add a search refinement panel in the search results means you need to create one classic page where you will add Search Results web part and you need to edit that page in order to add refinement panel. You don't have to edit the osssearchresults.aspx page. Nov 13, 2019 at 12:42
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    Sure, try it and let me know if this works for you or if you face any issues. Nov 13, 2019 at 12:57

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