What is it?
The Categories tab is where you are able to edit your existing Categories and add new ones. Categories are used to organize articles - every article will be part of one Category. Certain Menu Item types also utilize Categories to display the content, such as the "Category Blog Layout" and "Category List Layout".
How to Access
You may access the Categories tab by navigating to Website > Categories.
Creating a New Category
You may add as many Categories as you'd like by following the steps below:
1. First, navigate to Website > Categories and click on the New plus sign.
2. Next, complete the below Category details and click "Save" when done.
- Title: The title for this Category. This may or may not display on the page, depending on the parameter values you choose.
- Alias: The internal name of the Category. The alias will auto-generate, and should consist of lowercase letters, and no blank spaces are allowed - use a hyphen (-) instead.
- Published: Whether or not this Category is published. Select yes or no from the radio button group to set the published state for the Category.
- Description: The description for the Category. Category descriptions may be shown on web pages, depending on the parameter settings. Category descriptions are generally for advanced users and are not required.
Column Headers
Inside the Categories tab, click on the column heading to sort the list by that column's value.
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#: An indexing number automatically assigned for ease of reference.
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Checkbox: Check this box to select one or more Categories. To select all Categories, check the box in the column heading. After one or more boxes are checked, click a toolbar button to take an action on the selected Category or Categories. Many toolbar actions, such as publish and unpublish, can work with multiple Categories.
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Title: The name of the Category. You can open the Category for editing by clicking on the title.
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Published: Whether the Category has been published or not. You can change the published state by clicking on the link in this column.
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# Active: The number of active Articles within this Category. Active Articles include published, unpublished and archived articles but not Articles that have been moved to the trash.
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# Trash: The number of Articles from this Category that are currently in the trash. These Articles can be seen in the Article trash area. An Article in the trash is still stored on the site and may be either restored or deleted permanently.
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ID: The ID number. This is an automatically assigned unique identification number for this Category. It is used to identify the item internally and cannot be changed.
Toolbar
Towards the top-right you will see the following toolbar:
The functions are:
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Permissions: To assign permissions to a Category, click the permissions icon. The permissions here dictate which Groups can view the Articles assigned to a particular Category.
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Publish: To publish one or more Categories, select them and click on this button.
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Unpublish: To unpublish one or more Categories, select them and click on this button.
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Delete: To delete one or more Categories, select them and click this button. The selected items will be deleted. NOTE: Only Categories that do not contain any Articles can be deleted. Articles in the trash manager are still assigned to a Category.
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New: Click on this button to create a new Category.
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Help: Opens this Help screen.
List Filters
You are able to sort your Category list using one of the two filter options:
- Filter by Title: On the left-hand side, you can filter the list of Categories either by entering in part of the title, or the ID number. If you have a large number of Categories in the list, you can use this filter to find the desired item(s) quickly. You can enter in whole words or part of a word.
- Filter by Published State: On the right-hand side, you can filter the list of items by their published state: published or unpublished.
Comments
8 comments
Still don't understand how our business would take advantage of this feature. I'd like an example of how this can be helpful for us.
Thank you,
Wendy
801.756.5123
www.rwau.memberclicks.net
Hi Wendy - most of our customers don't use categories heavily. It's very common to have one category, and only use that one. You can create multiple categories to manage your content, but it's really just an organizational strategy that allows you to group all of your articles that are Newsletter related together, for example. The only other reason you might use categories is if you want to display articles of a certain type, like Newsletters, in a list or a 'blog' type layout. Here's an example from a demo site where newsletter type articles are grouped together in a list, and you can click on the name of each newsletter to view it.
Are the category permissions redundant now? I tried to create an article using one of our "members only" categories and not selecting any specific article-level permissions, but the article was only accessible to admins until I checked off the proper group boxes within the article permissions.
Hi Jen - The category permissions still apply. You do still have to set Group permissions on the Article/Menu Item as well, just like in Classic.
If the article and category permission aren't identical, then which one overrides the other?
And am I correct in interpreting that there is no way to just set an article permissions to be "whatever the category permissions are"? It seems like that should be the default when creating a new article, since you have to pick a category. Maybe I'm recalling incorrectly, but I remember the pop-up when you didn't set article permissions used to say something along the lines of "if you don't pick anything, then the category permissions apply."
Jen - The order in which permissions are respected is: Menu Item > Category > Article. You'll want to set both Article and Category permissions, even if it feels like double work. Most of our customers don't have many categories – the majority just use one. The pop up in Classic about article permissions says "You can set permissions for this article on the right side of this screen. Are you sure you want to continue without giving any group(s) permission to view this article?"
If I set up a category called Newsletter, then each article assigned the category of 'Newsletter' would be listed like a newsfeed on a page that was created using Menu item > New > Article Content > Category List Layout with the Parameters set to choose Category > Newsletter.
Is that correct?
Hello Sarah! That would generate a page that lists out the title of all the Articles in that particular Category. In your Articles > Parameters > Advanced, you would want "Show Title" to be set to "Yes" for best results. Our Help Team can also change that Global setting for you if it helps.
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