Managing Categories in the Mobile App - Help Guide

Created by Help Desk 2, Modified on Tue, 06 Jun 2023 at 03:39 PM by Help Desk 2

Managing Categories in the Mobile App - Help Guide

Categories in the Mobile App serve as simple menu items that allow you to organize and nest multiple items under them. They are particularly useful in keeping your content organized and allowing for the addition of more items within the limited top-level menu space.

To effectively manage categories, follow these steps:

Step 1: Access the Mobile App Menu Builder Page

Navigate to the Mobile App Menu Builder page within the system. Look for the appropriate link or menu option to access this page.

Step 2: Adding a New Category

To add a new category, click the "Category" link on the Mobile App Menu Builder page. This will direct you to the add/edit page specifically designed for "Category" content.

Step 3: Editing an Existing Category

If you wish to modify an existing category, locate the specific category in the menu list and click the "Pencil" icon next to it. This will allow you to edit the category's details.

Step 4: Customize Category Details

On the add/edit page for "Category" content, you will find fields and options to configure the category. Follow these steps:

- Enter the desired category name.

- Select the appropriate permission level for accessing the category.

- Click the "continue >>" button to proceed.

Step 5: Utilizing Categories

Once you add a category, it will be visible on other add/edit screens, specifically in the "Parent" drop-down box. This allows you to assign items to the corresponding category, facilitating better organization and navigation within the app.

Step 6: Save Changes

Remember to save your changes or updates before leaving the page to ensure that your modifications are applied correctly.

If you have further questions or need assistance regarding managing categories in your mobile app, our help desk is available to provide support. Feel free to contact us for prompt assistance.

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