Categories

Manage product categories.

In the Categories section, you can see a list of the catalogs in your system.

For viewing convenience, filter them with the search bar or sort by id, publication, name, slug name or validity dates.

Searching for categories using date filters

• Valid from displays categories with the valid from date that is the same as or comes after the selected date.

• Valid to displays categories with the validity end date that is earlier than than or the same as the selected date.

• Using both Valid from and Valid to results in filtering the categories that are valid between the selected dates range.

The categories that are always or never valid, are omitted in the date search.

You can also change the default view by using the options available under the orchestration icon.

With the table orchestration, you can add custom columns to the list view, by adding mixin fields as columns. If you have already defined mixin schema for the entity, you'd be able to select the defined mixin fields to display them in the main view.

See example how to do it in the Displaying mixins in entity list view documentation.

You can switch to categories tree view to see categories hierarchy.

In the categories tree view, you can sort the categories and reorder them according to your needs. By using arrows ↑↓ move a category up or down to change its position against another category. The category position is recalculated based on the move. Moving the categories is possible only within the same level, for example you can sort the subcategories within the same parent category, and you can reorder categories at the parent level.

It is not possible to reorder categories that have the same value defined for the position attribute. If a Category A is at the position "0" and a Category B is at the position "0", reordering the two categories does not take any effect as the index is generated based on the position. If this happens, make sure you provide unique position values.

To remove a category, you can delete a single item from the list with Delete icon, or delete multiple items. To delete multiple items at once, select the chosen categories and then choose Delete button.

Using Management Dashboard, you can only delete up to 30 items at once. 30 is the maximum number of items that can be displayed on one page.

Creating a category

1. Go to Catalogs -> Categories and choose Add New Category.

2. Fill out the relevant information about the catalog by switching to subsequent tabs. In Details, provide some basic information about the category:

   • Id: an identifier of the category

   • Name: (mandatory) category

   • Code: an additional identifier that can serve as unique Id

   • Slug: a localized category name or code without diacritics or special symbols

   • Description: a description of what the category contains

   • ECNs: electronic communication network to match with the category. You can provide multiple ECNs.

Only the Name is mandatory for a category creation. You can decide to edit other details later. You can also set up a custom category ID in the Id field. Otherwise, a unique ID is automatically generated when the category is created.

1. In Path tab, specify the parent category, if any, and the position at which the category is to be displayed. The position is taken into account when sorting the categories in the tree view.

2. In Validity tab, define when you want to use the category and if you want to publish it.

3. Confirm category creation with Save.

4. In Media tab, add an image or images associated with the category.

Before proceeding to the Media tab, make sure to save the category details. You have to save the category first so that the system assigns a category ID, which is required to associate any media items.

Editing a category

1. From the list view, select a category row you want to edit or choose Edit icon. From the category view, choose Edit icon.

   
2. Modify the relevant details.

3. When you're done, choose Save. To revert to the previous state, choose Discard.