Categories Overview

By default, the content contained in your app is displayed as a simple library of documents. However, it is also possible to split your content in to multiple Issue Categoriesdocument categories.

Issue Categories Document categories are a great way to present multiple sets of content, in an intuitive format.

Accessing

Document Categories Configuration

To access Category category configuration options:

1. At the app level, enter the Content tab.
   
   
   
2.  Within the Content tab, click the Categories tab
   

Enabling and Disabling Categories

Categories are an optional feature, which can be turned on and off at any time.

When you first build and configure your app, Categories categories will not be enabled.

To enable Categoriescategories, navigate to the Categories section of the Content tab (as above).

Read through the information about enabling Categoriescategories, tick the box to indicate your understanding, then click the Enable Issue Document Categories button.

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Once you have enabled Categoriescategories, the Categories section of the Content tab will display some category management functions.

You can always disable Categories categories by clicking the Stop using Categories link.

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When you enable Categoriescategories, an 'Other' Category category will be created and set as the default Categorycategory.

You can delete this Categorycategory, but you must always have a default Category category chosen.

Add a Category

To create a new Categorycategory, click the + Add Category button.

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Enter a Name for the Categorycategory, which will be displayed in the app.

You can include an Icon for the category, which will also be displayed in the app.

Use the Change button to choose from a page of available icons. If you do not wish to use an icon for the category, click the No Icon button.

Once you have set the name and icon, click the Add button.

Your Category category will be created, and you will be taken back to the main Categories categories view.

Category Management

The Categories categories within your app are displayed in a list. Category management functions can be found under the Actions heading.

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Manage

documents 

The main Category category action button is Manage issuesdocuments.

Click this button to see a list of Issues documents included within the Categorycategory.

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To remove an Issue a document from the Categorycategory, simply click the Remove button.

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To add Issues documents to the Categorycategory, click the Add Issues documents to this Categorycategory button.

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Then, locate the relevant Issue document and click the Add button.

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At any time, you can click the Back to list of Categories button to return to the main Categories categories view.

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Manage Default Category

If you have Issue Categories document categories enabled, you must always have a default Categorycategory.

Any new issue document that is added to Liquid State Cloud will be automatically added to this default Categorycategory.

The default Category category has (default) next to its name in the list of Categoriescategories.
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When you first enable Categoriescategories, an 'Other' Category category will be automatically created, and set as the default Categorycategory.

You cannot delete the current default Categorycategory.

To change which Category category is set as the default, click the dropdown arrow under the Actions heading.

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Then, click select Use as default category.
 

New issues documents that are aded in added to Liquid State Cloud will be automatically placed in to this Categorycategory.

Move Categories

The order in which Categories categories appear in Liquid State Cloud is the same order that they will be displayed in the app.

It is possible to re-order Categories categories by moving them up or down in the list.

To move a category, click the dropdown arrow under the Actions heading.

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Then, click Move Up or Move Down.

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The Category category will be re-ordered in the list in Liquid State Cloud, and in the corresponding Categories categories within your app.

Edit Category Details

After a Category category has been created, it is possible to update the Category Name and Iconits name and icon.

To do so, click the dropdown arrow under the Actions heading.

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Then, click Edit Details.
 

Continue to edit the Categorycategory's Name name and Iconicon, then click the Save button.

All changes will take effect within your app immediately. To see the changes on your device, close and relaunch the app.

Delete a Category

To delete a category, simply click the dropdown arrow under the Actions heading.

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Then, click Delete.

The Category category will be deleted immediately. 

Deleting a Category category does not delete any of the content that it contains. However, if an issue document only appears in the Category category you delete, it will no longer be visible in the app.

Manage Permissions (Ubiquity Only)

Liquid State Ubiquity users can take advantage of advanced segmentation features to determine exactly which app users and app user groups can access certain Categoriescategories.

Category permissions use the same logic as Issue document permissions. Category permissions apply in addition to Issue document permissions.

Any user who has been given permission to access a Category category will see all of the Issues documents available in the Categorycategory, regardless of whether they have been granted permissions at the Issue document level.

Furthermore, any user who has been given permission to access a particular Issue document that sits inside of a category will see the relevant Issue within the Categorydocument under that category's heading, regardless of Category category permissions.

To make a Category category available to certain app users or groups, click the dropdown arrow under the Actions heading.

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Then, click Manage Permissions.

You will be taken to a Category permissions screen, where you can specify the Access type of the Categorycategory:

• Allow all App Users to access All Issues Documents in this Category - a Category using this setting will be available to all app users.
• Only allow selected App Users to access All Issues Documents in this Category - a Category using this setting will only be available to users who have been provided permission to see the Category.

By default, all Categories categories in an app that has segmentation enabled will be set to Only allow allow selected App Users  to download to access All Documents in this Category.

Allow all App Users to access All

Documents in this Category

To make the Category category available to all app users, select Allow all App Users to access All Issues documents in this Category, then click the Save changes button.

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All app users will be able to see all issues documents that are contained in the Categorycategory.

Only allow selected App Users to access All

Documents in this Category

To provide specicific users and groups with permission to access the Categorycategory, ensure it is set to Only allow selected App Users to access All Issues in Documents in this Category. 

Then, click the Selected Groups or Selected Individuals links.

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Select the relevant user(s)/group(s) from the list, and click the Save changes button.
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