The Goal: Add one or more new categories to an existing category list so they are available for use throughout your database.
Before You Begin:
- You need staff permissions to manage settings.
- Know the name of the category list you want to add items to, and whether any new items should be assigned a Parent Category.
Step-by-Step Instructions
You may add new or additional categories into existing category lists.
- Go to Settings, General Settings section, click Category Lists.
Click the name of the category list to which you wish to add the new category. This will open the window showing you the list of category items already in that category list.
You may add multiple items at one time by clicking the Add Multiple button
, adding one item per line. Enabling the Advanced Options allows you to assign a Parent Category if needed.
Or you may use the Add button
to add one item to the list. Give the category item a name (required) and a description (optional, internal only). Enabling the Advanced Options allows you to assign a Parent Category if needed.
- Click Done to save your additions to the category list.
Common Pitfalls
- Forgetting to click Done: Your new category items are not saved to the list until you click Done. Closing the window without saving will discard your additions.