Documentation

Creating Message Boards Categories

Message Boards Categories organize threads by topic. Only authenticated users with the requisite permissions (at minimum, Add Category, Add Subcategory) have the ability to create categories. To learn more about DXP Roles and Permissions in general, see Roles and Permissions.

Adding Categories

The most common way to add a new category is by directly using the the Message Boards widget.

  1. On the Message Boards widget, click the Add Category button.

    Using the app to create a category

  2. Enter a name for the category (for example, Staff Introductions).

  3. Enter a description.

  4. Select the category’s Display Style. This controls how threads in the category appear. By default, you can choose these display styles:

    • Default: Classic display style for general purpose discussions.

    • Question: Threads appear in a question and answer style.

    Select a Display Style

  5. In the Mailing List section, leave the Active toggle to NO to disable a mailing list for the category. If switched to YES, fill in the mail server settings. For more information, see the Setting up Mail article.

  6. Leave the Allow Anonymous Emails toggle to NO to prevent anonymous users from posting to the category. Otherwise, if you do want to let anonymous users send emails to post to the message board category, switch the Allow Anonymous Emails toggle to YES.

    Figure 1: You have several options to create a message board category for your needs.

  7. Leave the Viewable by to Anyone (Guest Role) for now. This allows non-authenticated users (Guests) to view the Category if the site page is a public page. For more information about the different permissions available, see the Message Boards Permissions Reference

  8. Click Save.

The new category now appears in the table.

New categories appear on the message board’s home screen. The list displays the category names and the numbers of subcategories, threads, and posts in each one.

Modifying Permissions

For more information about the different permissions, see the Message Boards Permissions Reference

To modify a category’s permissions:

  1. Click Actions icon (Actions) next to the Category.

  2. Click Permissions.

  3. The default permissions for this Category are displayed. Check the boxes for the other roles to grant a permission.

    Permissions

  4. Click Save when finished.

Adding Subcategories

Categories can contain as many subcategories as you like.

Follow these steps to add a subcategory to a category:

  1. Click the category’s name in the list (continuing the example above: Staff Introductions).

  2. Click the Add icon (Add) and select Category.

  3. Enter a name for the subcategory.

  4. Enter a description for the subcategory.

  5. Although the subcategory inherits the parent category’s settings, administrators and content creators can change the values for the subcategory’s Display Style and Mailing List options.

  6. Click Save.

The subcategory now appears in the table.

Adding a subcategory

Moving and Merging Categories

Administrators can also move and merge categories.

Follow these steps to move a category or merge it with another:

  1. Click the category’s Actions icon (Actions) and select Move. This brings up the Move Category form.

  2. Select a new parent category via the Select button under the Parent Category field. Note that this field is empty for top-level categories.

  3. If you want to merge the category with the selected parent category, select Merge with Parent Category.

  4. Click Move.

    Figure 3: The Move Category form lets you move and merge categories.

Regardless of how many categories (and subcategories) there are, a category is just a container to organize a message board’s threads. To start creating threads, see the Creating Threads article.

What’s Next

Once you have created categories and a few subcategories, you can learn how to create Message Board Threads