Categories

Overview

In the Categories section, you can set up groups that act as sub-menus within the Main Menu Bar. Category groups are sets of standard, link, and/or workflow groups categorized together.

Category groups appear on the Main Menu Bar as shown below:

note

• Category groups can only be one level deep.
• Groups nested within a parent group, i.e., groups not displayed in the Main Menu Bar but within a group panel, cannot be placed into categories.
• Sub-menus appear initially in the closed position but will always reappear in the last position in which the user left them.

Access the Categories Section

To access the Categories section:

1. From the Main Menu Bar, select Administrador.
2. In the Administrative Panel, choose Categories.
3. The Categories section opens up. From there, you can create or edit category groups to set up sub-menus.

Categories Panel Layout

The Categories panel contains a list of all existing category groups, along with the options to create and edit them.

Actions:

• 1. Create new group: Create a category group that will be displayed as a sub-menu in the Main Menu Bar.

Options:

• A. Icon: Displays the category's icon.
• B. Name: The category's name.
• C. Last modified: Indicates when the category was last modified.
• D. Edit: The pen icon lets you edit the group.

Create a New Group

To create a new category, press the + icon found in the upper right-hand corner. Afterward, the Create Category settings panel will open up.

Edit a Group

To edit an existing category, press its corresponding pen icon. Afterward, the Edit Category settings panel will open up.

Create/Edit Group Settings Panel Layout

Whether creating or editing a category, the following settings panel opens up:

Actions:

• 1. Deactivate: Makes the category group unavailable.
• 2. Save: Saves the last changes made to the category group.

Options:

• A. General Information: Indicate the category group's basic settings.
• B. Icon: Set the icon representing the category group on the Main Menu Bar.

A. General Information

Set up the category group's basic settings.

Name:

The category group's display name.

It doesn't have to be unique and can contain any characters.

Code:

The category group's identification code name.

This field is automatically completed with the text input in the Name field, but can be manually changed before saving. The code only allows lowercase letters, numbers, underscores, and must always begin with a letter.

Weight:

A relative number that positions the group on the Main Menu Bar or Group Panel. Smaller numbers accommodate the group near the top and larger numbers towards the bottom.

If left empty, the system will automatically determine a value which can be edited later on.

Nested groups:

Use the dropdown menu to select the groups you wish to include in the category.

Groups nested within parent groups, along with those placed in other categories, are not displayed as options in the drop-down menu.

B. Icon

Configure the category's icon displayed on the Main Menu Bar.

Select icon:

Choose personalized or pre-designed icon from the menu.

Personalized icons are configured in the "Path" field.

Color:

Choose the icon's color.

Path:

Must be filled with Scalable Vector Graphics (SVG) code.

The path is completed automatically when a pre-designed icon is chosen. For personalized icons, SVG code must be inserted manually.

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Related Resources

• COTGroup Data Model: The isCategory and nestedGroups fields are used in conjunction to establish a group as a category.
• Group API Reference: The hasCatergories parameter filters category groups.