Produce - Template Categories

Introduction

With categories for Produce, now the same system for taxonomy used in Place for media assets can be used to categorize and filter both templates and documents.  Categories are assigned to templates and then inherited by their child documents.

Filtering by Category

Both the template and document lists have a dedicated filter for categories.  By opening this menu you can select from one or more categories to refine each list respectively to find the exact template or document needed.

Category Selection

One or more categories can be selected from the category list.  Categories are hierarchical and you can individually select parent and/or child nodes in the tree as desired.

Category Search

You can refine and limit the categories listed by entering a search team with the category menu.  The search will show results for any string match regardless of casing or position within the category name.

Category Or | And Operators

By default the Or operator is selected.  This means any of the categories matched in the filter will be shown in the results.

By using the And operator, then the filter will only show matching results for those templates and documents that belong to all categories.

Assigning Categories

Categories are assigned to templates through the Template settings dialog.  Once opened, click on the Categories tab to manage the assigned categories to the template.  You can assign multiple categories to the template.  For child category nodes, parent nodes are automatically assigned to maintain the hierarchical structure.  Documents will automatically inherit the assigned category from the template.

Only template admins can access the template settings and assign categories.

Managing Categories

Accessing the Category Manager

Template admins can access the category manager from the Home tab in Produce.  Click on the cog icon and select Category manager from the menu.

Local and Global Categories

Local categories are limited to Produce.  Any categories created with local categories active will only be visible in the Produce app.

Global categories are available to all apps using the category manager.  These categories can be shared with Place media assets as well as Produce templates and documents.

From the category manager select Local categories or Global categories from the dropdown as desired to create and edit categories for each.

Add a Category

To add a category, click the Add new button.  This will create the new category at the base (root) level.

Add a Child Category

To add a child category to a parent node, click the Add button (denoted by the + icon) to add the category in the desired position within the tree.

Edit Category Settings

To edit a category's settings, click the cog icon open the settings panel.  From there you can set the name, translation names, colors, and more.