Categories and reference catalogs are types of custom properties.
Learn more: Edit custom properties in documents.
Categories are composed of a set of pre-defined values and are defined at the library level.
Reference catalogs behave like categories but they are defined at the tenant level, so are available in all libraries on your AODocs tenant.
Learn more:
Select values for category or reference catalog properties
1. Open a document and click the Edit button.
2. To select a value for a Category or Reference Catalog property:
- for single-value or multivalue Category or Reference Catalog properties: click in the field, then select one or more values from the drop-down menu
Tip: Reference Catalog properties can display only 15 values in the drop-down menu even if more values are defined. If you don't see the required value in the list, start to type a value until it appears in the list.
- for multilevel categories or reference catalogs: click the tree structure button, then select a value for each required level in the category hierarchy – if your multilevel category is also multivalue, you can add more than one value
Add new values to dynamic categories
If a category is set as dynamic, contributors can add new values to the predefined list.
Note:
– Reference Catalog type properties are never dynamic
– When you add a new value for a dynamic category, it becomes available for other users to select.
To add a new value for a dynamic category property:
- for single-value or multivalue categories: click in the field, enter your new value and then select the name of the new value
- for multilevel categories: click the tree structure button next to the property, enter a new value in the editable field and then select the name of the new value
Note: If a multilevel category is set as dynamic, you can create a new value at any level in the hierarchy.
Properties with outdated category and reference catalog values
Library administrators can set category and reference catalog values as outdated.
Learn more:
Outdated values are not available for selection in the list of values.
If a category or reference catalog has already been assigned an outdated value, a message appears indicating that the value is invalid. You can still save your document.