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.
If you have a large list of values or a complex hierarchy of values to define, you can:
|Define your list of values through a CSV file|
|Import the CSV file containing your category values in AODocs|
Define your list of values through a CSV file
1. Create a Google spreadsheet.
2. Format your spreadsheet as follows:
- Column A contains the full hierarchy of category values from the top level to the lowest sublevel. Sublevels are separated by slashes "/".
If a category value includes a forward slash, for example, "Null / Void" add a backslash to prevent the forward slash from creating a sublevel: "Null \ / Void".
- Column B contains the short name for each hierarchy of category values.
Note: AODocs has recommended limits for the number of values defined in a category.
3. Select File > Download as > Comma-separated values (.csv, current sheet).
The CSV file for your category values is downloaded.
Import the CSV file containing your category values in AODocs
2. Under Categories, choose a category and select Define values.
3. If you haven't defined any short name values in your CSV file, you can select the checkbox Add short name values if not defined in the .csv file to create short name values automatically.
- By default, the checkbox Add short name values if not defined in the .csv file is selected.
- The automatically generated short names are the three first letters of the category value.
4. Press + Add Files. Then browse your computer and select the CSV file containing your category values. You can also drag and drop the CSV file to the Drop files here area.
The category values are imported in AODocs in the background.
5. Refresh the page. The category values with its sublevels defined in the CSV file appear.
Note: If you upload a CSV file with hierarchical sublevels and if you haven't created the sublevels, AODocs will automatically create the sublevels name them “Name-of-the-category Level X” (for example, “Country Level 3”).
You can then rename your category sublevels manually.