A category is a type of field you can assign to a custom property in an AODocs document.
A category is composed of a set of defined values. Learn more: Create categories.
Category values can have several hierarchical sublevels. For example, the category Location may have three sublevels: Continent, Country and Town.
As an administrator, when you define the list of values for your category, you can:
 Create category sublevels |
| Remove category sublevels |
Create category sublevels
1. Open the library administration interface.
2. Under Categories, choose a category and select Define values.
3. Create new values if the list is empty. Select the name of the category value for which you want to create a sublevel.
4. In the pop-up, enter the name of your category sublevel and press OK.
5. From your new category sublevel, you can:
- use the links in the breadcrumbs to navigate from one category sublevel to another
- rename the category sublevel name by selecting the pencil icon on the top right
- add, edit or delete values
- set values to outdated so users can no longer select these values
6. Repeat steps 3 to 5 until you have created your category hierarchy.
7. If you have a complex hierarchy to define, you can add your hierarchical list of values automatically using a CSV file.
Remove category sublevels
If you decide to remove all the values of a category sublevel individually, the sublevel still exists but it's empty.
To remove an empty category sublevel, under Categories, choose a category and select Remove empty sublevels.
Note: Only the category sublevels without any values are removed.
