Categories are fixed lists of labels that can be assigned to fields in Content Structures. Each parent and child category has it's own permissions and therefore is visible or "usable" based upon a content contributor's role permissions. For more information, please refer to our Category Permissions documentation.
To add a new category to the system first click on the Structures tab and select "Categories" from the drop down menu. Do not confuse "Categories" with "Category Groups". The use of Category Groups is legacy and will be decremented in a future release.
The Category Manager
On the backend of the dotCMS lists all Top Level categories currently in the system and allows users to perform the following actions:
- Edit an existing category: click the name of the category (descend into the category), and click the Properties tab
- Add a new parent category: Click the "+Add" button and type in the category name, key (optional), and keywords (optional), of the new parent category
- Add child categories to an existing parent category: Click on the title of a category to view "child" categories assigned to it and click the +add button to add new child categories
- Delete a category: Select the checkbox to the left of the categories to be deleted and click on the red "X Delete" button above the category listing.
- Re-order categories: change the numbers in the "Sort Order" column and click the Reorder button to change the order of the categories
Adding a Category & Category Properties
To add a new category, click the "+Add" button and a modal window will appear as shown below. Give the category a name, and fill out the optional attributes as desired:
- Category Name: Name associated with the category
- Category Unique Key: Unique value that can be used to reference the category dynamically when searching for content labeled by as specific category type. Category Names are not forced to be unique so referring to the Category Unique Key dynamically is a best practice when calling a category name with Velocity code.
- Keywords: descriptive keywords assigned to the category for backend searching
Creating Child Categories
Once you save a parent category, click on the name of that parent category to begin adding "child categories" under the parent. The top level category basically becomes the name of the "category field" content contributors will see when contributing content, and the "child categories" are the actual terms in the drop down select box that content contributors can use to label content. Nesting of child categories is possible but it is not recommended beyond the 3rd or 4th level of depth for better usability. The example below shows three "child" categories (Consulting, Research, Training), that have been added to the "Product Types" parent category.
Now that a parent category has been created, and populated with a list of child categories, the "Product Types" category can be assigned to a category field on a content structure. For more information, please refer to the documentation on Adding a Category Field to a Structure.