Use Categories to organize records in an app into different groups and subgroups. 
What can be done with Categories? 

When you enable the category feature, it adds a new field to your app form called Categories. This field resembles a Multi-choice field and allows you to categorize your records.

When viewing a list of records, the category list is also displayed as a hierarchical tree on the left side of the screen. When you click a specific category, a list of records in that category is displayed. When you click a parent category, all the records that are organized into the child categories are displayed together.

Please Note:

  • Categories can be configured with up to five levels of hierarchy. 
  • When importing categories with duplicate names, the data may be imported incorrectly. Avoid duplicating Category names.
Configuring Categories
  1. Within an app, click the Gear wheel Screen_Shot_2017-07-19_at_9.43.03_AM.png on the right and select the App Settings tab.
  2. Under Advanced Settings, select Categories.
  3. Select the Use Categories check box to enable this feature.  
  4. Under Category Tree, enter a name for the first category.
    • Click the Add icon to add another category
    • Click the Sub icon to add a sub-category to the category.
    • Click an Add icon next to a sub-category to add a second sub-category..
    • Drag the Arrow icon up or down to change the order of the list.
    • Click the Delete icon to delete the current entry.
  5. When finished adding categories, click Save
  6. Click Update App.

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