Creating Categories¶
Categories are pre-defined searches that provide one-click access to commonly needed document groups.
Categories vs Saved Searches¶
| Feature | Categories | Saved Searches |
|---|---|---|
| Execution | Automatic when clicked | Manual execution |
| Visibility | Appears in Categories tab | Appears in user's searches |
| Shared | Available to all users | Personal to creator |
| Parameters | Hidden from users | Visible to owner |
Who Can Create Categories?¶
| Role | Can Create |
|---|---|
| System Administrator | Yes |
| Administrators group | Yes |
| Category & Search Administrators | Yes |
| Regular Users | No |
How to Create a Category¶
- Navigate to the Categories tab
- Click Add New Category
- The Advanced Search window appears with additional fields
- Specify your search criteria
- Enter a Category Name
- Enter a Category Description
- Click Save
Administrator Link
The "Add New Category" link only appears if you are a designated Search and Category Administrator.
Category Settings¶
| Field | Description |
|---|---|
| Category Name | Display name shown in the Categories tab |
| Category Description | Brief explanation of what the category finds |
| Search Criteria | The search parameters that define the category |
How Categories Work¶
When a user clicks on a category:
- The saved search parameters are executed
- Matching documents are displayed
- User sees results without viewing the search criteria
Dynamic Results
Category results may change over time as documents are added, modified, or deleted that match the search criteria.
Best Practices¶
Creating Effective Categories
- Use descriptive names that clearly indicate what documents the category contains
- Write helpful descriptions so users understand when to use each category
- Test your search criteria before saving to ensure expected results