Categories

Restricted Permissions

This is a restricted setting. If you do not have permissions, please contact your administrator.

A Brief Overview

Categories are the primary way records are mapped to apps and websites. By utilizing categories to assign records to, a single record can be easily distributed across multiple apps, pages, and even websites.

The following chain shows how a record finally ends up on a website page

Records > Categories > Apps > Pages > Websites

Categories are common for all of your web sites. Making changes to categories here, will also impact categories for all web sites.

Categories are associated with a single feature. If you need to have the same category in both a “post” feature and an “event” feature, you must create the category for each feature.

Create & Update: Step-by-step guide

1. Click on "Websites" > "Platform Settings" in the main navigation

2. Click on the "Categories" link

3. Click "<CHOOSE APP>" and then click on the "edit" link

4. Click on "Create a New Category"

5. Enter a “name” and an optional “description”

6. Set the “position” by selecting one of the following

   1. Before - Place it before the chosen placement category

   2. After - Place it after the chosen placement category

   3. First Child - Place it as the first child of the placement category

   4. Last Child - Place it as the last child of the placement category

7. Select the desired “placement category”

8. Click the “Save” button at the top of the page to save the category

Delete: Step-by-step guide

WARNING! Deleting a category may remove records from an app, page, and website. It will not delete the record however.

1. Click on "Websites" > "Platform Settings" in the main navigation

2. Click on the "Categories" link

3. Click "<CHOOSE APP>" and then click on the "edit" link

4. Click on the category you want to edit, click the delete link

5. Click the “OK” button in the “Delete This Record?” confirmation box