Create categories

A category is a type of custom property in an AODocs document. Learn more: What are categories?

A category is composed of a set of values, for example, a list of electronic products or countries. Users can select from the predefined category values in a drop-down list when a document is in edit mode.

Important: Categories are configured at the library level and can be assigned to one or more category properties in the same document class or in different document classes.

Administrators can create and configure categories. Category values managers can configure categories once they've been created by an administrator. Learn more: What are roles?

As a library administrator, you can:

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Create categories in the Categories screen

Note: You can also create a category when you create a custom property in the document class configuration.

1. Access the library administration.

2. Under Categories, select Add new value and enter the name of your new category.

Note: The name of the category appears in the drop-down list when you create a category property in the document class configuration.

Tip: You can make categories dynamic

3. After creating the category, you can define its values and assign it to a new category property in any document class in your library. Learn more: Create and configure custom properties.


Make categories dynamic

Note: Category values managers cannot make categories dynamic. Learn more: What are roles?

Select the Dynamic values checkbox to allow contributors to add new values to the predefined list. New values added by contributors are then available for all users.

If you don’t select Dynamic values, the list is frozen and contributors can only select values from the predefined list.

Tip: As contributors can add new values to a dynamic category, library administrators are recommended to check the list of category values regularly for duplicate or irrelevant values.

Rename or delete categories

Under Categories in the library administration interface, click the name of a category to rename it.

Click the Delete button next to a category if you want to delete it. A confirmation message appears.

– You can’t delete a category if it's configured in the library configuration, for example, if it's assigned to a property or configured in a view.
– You can't delete the default Folder category. Learn more: View and configure default categories.

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  • I have a requirement to fill the category with values of a property of another document class. For example the Document class "Admin Users" has the details of some users from the Active Directory. And my Category "Admins" should have the names of all the users from the Document class "Admin Users". How can I achieve this?

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  • You could either use Document relations where your relate your documents of the class "Admin Users" to your other class. Or use custom scripts to synchronize your category with the values from the properties or the title of a document class.

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  • Hello,

    Is there a way to dynamically add to categories via calculated fields? I have tried making a category field dynamic and setting the field equal to the document Title. My hope was that the user would have the opportunity to save the value as a new category value prior to saving.

    However, I just receive a validation error.

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  • Hi Taylor,
    Thank you for your comment!
    At the moment, it is not possible to add a new value to a dynamic Category via a conditional logic formula.
    Feel free to open a new feature request about this need; please include as many details about your specific use case (naming Category values after the documents’ titles) as you can. Those help us shape the future of the product.
    Marine, for AODocs Product team

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