Category page
The user on the category page has the same features as on the other pages with objects list:
- filter by
- object types
- attributes
- relations
- roles
- child categories
- local search by objects
- change list view
- select options for table view
All users can
- Pin category to the Dashboard
- Subscribe for categories update
- new objects in category will be added to the Picked for me tab on the Dashboard
- Add to Workspace by clicking the star icon
Please note: The functionality for Subscribe, Pin, and Star is also available for child categories.
Category navigation
The user opens a category that contains child categories:
- Child categories are displayed first, styled as folder-like elements.
- Below them, the page shows objects directly assigned to the selected category.
When navigating into a child category:
The page updates to show:
- Next-level child categories, if any,
- Objects assigned to the selected category.
Display order:
- Child categories appear at the top, followed by the objects.
Objects from child categories are automatically included in parent categories.
Additionally
The user with Editor license can
- Create and Edit categories
The user with Admin license can
- Provide permissions to category for other users.
Please note, the category pages have breadcrumbs.
Create/edit category page
Fields:
| Type | Description | UI |
|---|---|---|
| Name | allows you to type a category name and a required field, less than 100 symbols | input |
| Parent category | allows you to choose a parent category, maximum of 5 hierarchical levels | hierarchical tree with checkboxes |
| Object types | allows you to specify object types which will be present in the category. If an object type was not selected, all object types can be present in a category; for a category with a parent available, only a parent category's types are allowed. The user can remove some of them, but can't add new ones. | select with search multiple input |
| Objects by object type | users can add objects which match the object types of the current category. The user can add objects using advanced search | select with search multiple input |
| Owner | allows you to designate a person or group as category owner | input with multiple search |
| Steward | allows you to designate a person or group as category steward | input with multiple search |
| Expert | allows you to designate a person or group as category expert | input with multiple search |
| Technical steward | allows you to designate a person or group as category technical expert | input with multiple search |
- Save - button for saving changes
- Cancel - button for closing the current page, the user goes to the previous page
- Delete - button for deleting a category, the user needs to confirm deletion in the modal window
Permissions
Fields:
| Field | Description | UI |
|---|---|---|
| Allow read permission | allows you to assign read permission for user or group | input with multiple search |
| Deny read permission | allows you to deny read permission for user or group | input with multiple search |
| Allow edit permission | allows you to assign edit permission for user or group | input with multiple search |
| Deny edit permission | allows you to deny edit permission for user or group | input with multiple search |
Category inheritance rules
Objects assigned to a specific subcategory (e.g., X1.1) are automatically included in all higher-level categories (e.g., X1, X) when created, imported, or parsed.
Manual editing allows users to remove inherited parent categories.
Please note: Inheritance is one-way. Assigning a parent category (e.g., X) does not assign the object to its child categories (e.g., X1, X1.1).
Related documentation: