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= Categories | ||
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== Understand the basics | ||
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Categories (and subcategories) are used for classifying resources inside of a space. | ||
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An administrator can define them, can be assigned to when creating resources, and then participants can filter the | ||
different resources by these categories. For instance, they can be set up in proposals, meetings and debates. | ||
different resources by these categories. For instance, they can be used in proposals, meetings, and debates. | ||
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As an example of this mechanism in action you can see it in https://meta.decidim.org/processes/roadmap/f/122/[Propose new functionalities for Decidim software] process: | ||
. Administrators define categories in a space. | ||
. Participants can create resources and give them a category. | ||
. Participants can then filter by categories. | ||
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. Administrators have defined the categories in the process. | ||
. Participants can create proposals that have one category. | ||
. Participants can filter by these categories and navigate among all the proposals. | ||
image::spaces/categories_sidebar.png[Filter categories in proposals] | ||
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image:spaces/categories_sidebar.png[Filter categories in proposals] | ||
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image:spaces/categories_form.png[Select a category when creating a proposal] | ||
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NOTE: Once a category is in use it cannot be removed, as there are resources that are using it. | ||
NOTE: Once a category is in use it cannot be deleted, as there are resources that are linked to it. | ||
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Decidim has other ways to classify resources, for instance xref:admin:scopes.adoc[Scopes] and xref:admin:features/hashtags.adoc[Hashtags]. | ||
The main difference is that Categories can be defined in a given space, Scopes are global for all the platform, and Hashtags | ||
are defined by the participants. | ||
can be defined by the participants. | ||
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Categories can be nested, meaning that a category can have subcategories. | ||
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== Create a new category | ||
== How to find it? | ||
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To configure categories, click the *Categories* item in any participatory space. | ||
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For configuring a new category, go to the space admin panel and click on the "Categories" tab. | ||
image::spaces/categories.png[View categories in a space administration page] | ||
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image:spaces/categories.png[View categories in a space admin page] | ||
== Create a new category | ||
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Then click in "Add category" and fill the form. | ||
Click in "New category" button on the top right. | ||
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image:spaces/categories_new_form.png[Create a new category form] | ||
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.Create category | ||
.Create category form | ||
[cols="20h,10h,~"] | ||
|=== | ||
|Field |Type |Description | ||
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|Name | ||
|Required | ||
|What is the name for this category. | ||
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|Weight | ||
|Order position | ||
|Optional | ||
|Which order will it have in relation to the other categories. Having a lower number means a higher priority. For instance, if you have two categories, "Category a" with weight "10" and "Category b" with weight "0", then "Category b" will be first when ordering. | ||
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|Description | ||
|Required | ||
|A long description explaining what this category is about. | ||
|Which order it has in relation to the other categories. Having a lower number means a higher priority. For instance, if you have two categories, "Category a" with weight "10" and "Category b" with weight "0" then "Category b" is first when ordering. | ||
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|Parent | ||
|Optional | ||
|What is the parent category. | ||
|=== | ||
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== Manage categories | ||
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You can find all the categories on the list in the administration panel, with: | ||
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* *Name*: name of the category, given when creating or editing it by the administrator. | ||
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== Actions | ||
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.Components actions in component list | ||
[cols="20h,10h,~"] | ||
|=== | ||
|Icon |Name |Definition | ||
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|image:icons/action_edit.png[Edit icon] | ||
|Edit | ||
|To edit the name, the order position and the parent of the category. | ||
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|image:icons/action_delete.png[Delete icon] | ||
|Delete | ||
|To delete the category. A category can't be deleted if it has resources attached to it. | ||
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|=== |
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