Categories
Categories
Brick River Category fields use predefined lists to present options to users for data entry. For example, contact records have a category field named "Type" used to identify contacts as People, Authors, Conference Rooms, etc.
Step 1 - Create New Category Types
Users who have been granted administrator rights can create and edit category types.
- On the Admin Menu, click Categories. This presents a list of existing categories.
- Click New Category Type to create a new category.
- Click any category to see the existing options and a button to Add New entries.
- For example, a website will feature a registration system which will allow users to register for weekend activities. The accommodations for the activities include Dormitories, Cottages, and Campsites. To prepare the system to have a contact type of accommodations, the first step is to create the category type Accommodations with the desired choices.
Step 2 - Add Items to Existing Categories
- On the Admin Menu, click Categories. This presents a list of existing categories.
- Click a Category name to open a list of existing choices.
- Click Add New.
- Enter a Label and optionally, an abbreviation, Sort By and Color attribute for the item. For example, to prepare your system to define a new Contact Type of "Sponsor", the first step would be to add this choice in the Contact Type Category List
- Click Save. Note that items added to system category lists may be edited and deleted. Categories built into the system, such as Authors, may not be edited or deleted.
Step 3 - Customize View XML Overlays
In our example above we created a category called Accommodations. In order to use this new category, it is necessary to customize an XML overlay using the attribute: CatType. For more information, refer to Administrator guide.