Add a category tree
  1. Click the Add Category Tree button to add a new category. The Add Category Tree form will appear.

  2. Enter the category tree name in the Name field which is required.

  3. Select the workspace you want to work with.

  4. Select the home path by clicking . The Select Home Path form will appear.

    • Click next to Root Path if you want to select the root path or;

    • Click the arrow icon to go to the up level path and click the plus sign to expand the folder in the left pane.

      Click corresponding to the path that you want to select as a home path.

  5. Click Reset if you want to reset values that have just been selected or Next to select permissions for a category tree.

    i. Click "Select user" to select a user or "Select memberships" to select memberships or "Select everyone" to select everyone to set permissions. The user or membership that you have just selected will be displayed in the User or Group field.

    ii. Check at least one of these below options to set rights for the selected user to membership:

    FieldDescription
    Read Right Select the Read right or not.
    Add Note Right Select the Add Node right or not.
    Set Property Right Select the Set Property right or not.
    Remove Right Select the Remove right or not.

  6. Click Save to save all values, or Reset to change values that have just been set. After clicking Save, click Next to go to the next step.

  7. Enter the name for an action of the category tree in the Name field which is required.

  8. Select values for Lifecycle, Node Types, Target Workspace, Target Path, Affected Node Types which are required.

  9. Click Save to save all values, then select Next to go to the next step.

Note

Do not input some special characters into the Name field, such as: !,@,#,$,%,&,*,(,).

Do not add a category which has the same name and level with existing taxonomies in a node.

The category name must contain less than 30 characters.

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