Category tree

Manage category tree

On this page you can manage the category tree. The management is done mainly by mouse control. Some actions can also be done with the keyboard by the using key combinations for copy: Ctrl + C and paste: Ctrl + V. You can use the Shift and Ctrl buttons to select multiple items. Below is an overview of the actions you can perform.

Add a category

You can add a category in two ways:

• Using the popup menu: Right-Click on the item you want to add a category to
• Using the button bar on the left side

The new category is added in the  selected  category.

Add category items (topics, presentations, reports or links)

You can only add category items by dragging. The tables are on the right side of the page. You can display a table by clicking on the 'Show ....' button. In the table you can select one or more records using the keyboard (use the Shift and Ctrl buttons to select multiple items). After you have made a selection, you can grab it with the mouse and then drag it to the category to which the items should be copied.

Customize an item

You can customize an item in two ways:

• Using the popup menu: Right-Click on the item and select Edit
• Using the button bar on the left side

A popup menu will appear where you can adjust the  selected  item

Copy an item

You can copy a category in two ways:

• Using the popup menu: Right-Click on the item and select Copy
• Using the keyboard, the key combination Ctrl + C

After you've copied an item, select a place to copy the item to, then you can paste it by using the key combination Ctrl + V or the popup menu

Move an item

You can move an item in three ways:

• Using the popup menu: Right-Click on the item and select Cut
• Using the keyboard, the key combination Ctrl + X
• By dragging with the mouse (first selecting the item and then dragging it to the new location)

After cutting an item, select a place where you want to paste the item, you can then paste the item by using the key combination Ctrl + V or the popup menu

Clear a category

You can clear a category in two ways:

• Using the popup menu: Right-Click on the category and select Clear category
• Using the button bar on the left side

After you have selected a category you can clear it. Before the category is finally cleared, a dialog appears where you must provide confirmation

Hide a category

You can hide a category using the popup menu: Right-Click on the item and select Edit. A dialog will appear in which the option “Visible” can be enabled or disabled.

After you have hidden a category, it will be displayed in light gray in the category tree.

Remove an item

You can remove an item in two ways:

• Using the popup menu: Right-Click on the item and select Remove
• Using the button bar on the left side

After selecting an item you can delete the item. Before the category is permanently deleted, a dialog box appears where you must provide confirmation

Import

You can import a category tree or part of it via the import button. You can upload a maximum of 1 file per upload. Reading data can be done from an Excel (.xls, .xlsx, .xlsb, .xlsm) file.

The column with ItemCode indicates which items must be imported to the category tree. In the other columns CategoryRoot and CategoryName you can indicate the main category and path for the new items.

Example: