---
title: "IDX Configuration"
slug: "idx-configuration-1"
updated: 2026-07-31T16:52:50Z
published: 2026-07-31T16:58:12Z
canonical: "docs.cotality.com/idx-configuration-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# IDX Configuration

### IDX Configuration

        
        IDX Configuration allows you to manage how property searches, listings, and map searches appear when embedded directly into an external website.

        
            

                
                    
                        
                        

Click your name in the top right corner of the Matrix™ navigation bar and select "Settings" from the utility dropdown menu.

                        

                    
                    
                        
                            
                                
                                

Click [here](/docs/idx-configuration-1#) to view the utility menu dashboard toggle image.

                            

                            ![Matrix utility menu highlighting the Settings link option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-1.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A22Z&se=2026-11-06T00%3A41%3A22Z&sr=c&sp=r&sig=48dkLzTkYYgiLjDC77GaHhgLn6Ckhc1uEOI%2B8cYc78E%3D)
                        
                      
                

                
                    
                        
                        

Select the "IDX Configuration" option from the Settings dashboard.

                        

Short for "Internet Data Exchange", the IDX allows users to add property search functionality within their website.

                    
                    
                        
                            
                                
                                

Click [here](/docs/idx-configuration-1#) to view the Settings dashboard layout image.

                            

                            ![Settings dashboard interface showing the IDX Configuration position.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-2.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A22Z&se=2026-11-06T00%3A41%3A22Z&sr=c&sp=r&sig=48dkLzTkYYgiLjDC77GaHhgLn6Ckhc1uEOI%2B8cYc78E%3D)
                        
                    
                

                
                    
                        
                        

From the IDX Configuration section, either select the name of an existing IDX page to manage or select "Create a new IDX page" then add a unique name for the one you would like to create.

                        

                    
                    
                        
                            
                                
                                

Click [here](/docs/idx-configuration-1#) to view the IDX Page creation controls image.

                            

                            ![IDX page selection and creation input form.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-idx-configuration_01.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A22Z&se=2026-11-06T00%3A41%3A22Z&sr=c&sp=r&sig=48dkLzTkYYgiLjDC77GaHhgLn6Ckhc1uEOI%2B8cYc78E%3D)
                        
                    
                

                
                    
                        
                        

Form Selection: choose one of the following IDX forms to include on your website.

                        

                    
                    
                        

- **Search:** Select the "Search" option then, from the "Search Form" dropdown list, choose which Search Criteria form to display on your webpage. If available, select how you would like your results displayed by choosing from the "Display" dropdown list.
- **My Listings:** Select the "My Listings" option then, from the "My Listings Query" dropdown list, choose which listings to display on your webpage.
- **Map Search:** Select the "Map Search" option then, from the "Search Form" dropdown list, choose which Search Criteria form to display with the map.

                        
                            
                                
                                

Click [here](/docs/idx-configuration-1#) to view the Form Selection options image.

                            

                            ![IDX Form Selection type and dropdown configurations.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-idx-configuration_02.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A22Z&se=2026-11-06T00%3A41%3A22Z&sr=c&sp=r&sig=48dkLzTkYYgiLjDC77GaHhgLn6Ckhc1uEOI%2B8cYc78E%3D)
                        
                    
                

                
                    
                        
                        

Map Area: when including a Map Search IDX on your webpage, specify if you would like to set any search area restrictions or an initial map view.

                        

                    
                    
                        
                        
                            
                            

The "Map Area" section will appear only when the "Map Search" option (in the "Form Selection" section) is selected.

                        

                        

- **Do not specify a map area:** Select this option to remove any restrictions placed on where a user may search on the map.
- **Restrict searches to a specific map area:** Select this option to restrict users from searching outside the map area that you specify. Select the "Set Map Area" link to open the map then, from the map, select a shape tool to select an area. Delete the area by hovering over the shape's red dot then select the "Delete Shape" link. Your selection also sets the initial map view.
- **Specify an initial map view. Users are free to search outside this area:** Select this option to set the initial map view. Select the "Set Map Area" link to open the map then, from the map, select a shape tool to select an area. Delete the area by hovering over the shape's red dot then select the "Delete Shape" link. Users may still search outside the selected area.

                        
                            
                                
                                

Click [here](/docs/idx-configuration-1#) to view the Map Area settings panel image.

                            

                            ![Map area selection tool showing boundaries and map controls.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-idx-configuration_03.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A22Z&se=2026-11-06T00%3A41%3A22Z&sr=c&sp=r&sig=48dkLzTkYYgiLjDC77GaHhgLn6Ckhc1uEOI%2B8cYc78E%3D)
                        
                    
                

                
                    
                        
                        

Activation: activate, or disable, the IDX on your website.

                        

                    
                    
                        

- **IDX Enabled:** Display IDX on your webpage.
- **IDX Disabled:** Hide IDX from your webpage.
- **HTML:** Copy and paste the generated <iframe> directly into your webpage. If you're unfamiliar with coding, simply create a webpage by saving the following example text as, "myidx.html" (be sure, however, to replace the <iframe> with the one that was generated in Matrix™).
- **Referring Page:** The page that referred visitors to your IDX.

                        
                            
                                
                                

Click [here](/docs/idx-configuration-1#) to view the Activation options image.

                            

                            ![Activation controls including HTML iframe embedding code and referring page URL.](#)
                        
                    
                

                
                    
                        
                        

Other Options: offers additional IDX functionality depending on which IDX form is selected.

                        

                    
                    
                        

- **Style:** When selecting "Search" or "My Listings" from the "Form Selection" step, you are offered style options to help integrate the IDX with your website's color scheme. Select a box to select a color or enter the specific hexadecimal color code.
- **Sign-Up Form:** When selecting "Map Search" from the "Form Selection" step, you are offered the option to allow users to sign up, from your website, as a new Matrix™ contact. Select the "Include Sign-Up Form" checkbox then either use the default sign-up message or write one of your own.

                        
                            
                                
                                

Click [here](/docs/idx-configuration-1#) to view Other Options settings image.

                            

                            ![Other Options panel showing style picker and sign-up form configuration.](#)
                        
                    
                

                
                    
                        
                        

Select the "Preview" tab to display how your Search, Listings or Map IDX will appear on your webpage.

                        

                    
                    
                        
                            
                                
                                

Click [here](/docs/idx-configuration-1#) to view the IDX Preview tab image.

                            

                            ![IDX Configuration preview tab displaying interactive webpage layout.](#)
                        
                    
                

                
                    
                        
                        

Use the Button Bar to delete the current IDX or select "Save" to create a brand new one.