Documentation

Defining Categories and Vocabularies for Content

Using Categories, you can group similar assets and organize your content. Along with Tags, Categories help people find relevant information through search or navigation. For more information about Categories in Liferay DXP and the different usage scenarios, see Organizing Content with Categories and Tags.

You group categories using vocabularies, and you create a hierarchy of categories using subcategories. You can use the vocabularies and categories at the Global site in any other site, but you can only create or edit Global vocabularies at the Global Site.

Note

Only Site administrators can manage Categories and Vocabularies in the Categories panel.

Defining Vocabularies

  1. Go to the Site where you want to create the vocabulary.

  2. Open the Product Menu and, under the Site Menu, go to CategorizationCategories.

  3. Click New Vocabulary (New Vocabulary).

  4. Enter a Name for the Vocabulary and, optionally, a Description.

  5. Complete the rest of the Category options:

    Allow Multiple Categories: Enable this option to use more than one category from the vocabulary to categorize the asset. When disabled, you can use only one category from the vocabulary.

    Visibility: See Vocabularies Visibility for more information.

    Important

    You cannot change the Visibility after saving the Vocabulary.

    Associated Asset Type: Select the allowed asset types for applying a category from this vocabulary. Set Required to Yes if you want this type of asset always to have a category.

    Tip

    Click the Add button under the Associated Asset Type section to include more than one asset type.

    Define the category options for multiple asset types.

  6. Click Save.

  7. To edit an existing vocabulary, click the Actions (Actions) menu next to the Vocabulary name and select Edit.

    Edit an existing Vocabulary using the Actions menu.

Defining Categories

You create and manage Categories in the Site Menu → CategorizationCategories panel. You can also create new categories from the Categorization section in the Content Editor, using the Select button for each vocabulary.

Important

You can create a maximum of 150 Categories in one Vocabulary.

Add new Categories from the Categorization section in the Content Editor.

Creating Categories

  1. Open the Product Menu and, under the Site Menu, go to CategorizationCategories.

  2. Under the Vocabularies list, click the vocabulary to add the new category.

  3. Click Add Category (Add Category).

  4. Enter a Name for the Category and, optionally, a Description.

  5. Click Save or Save and Add a New One to add more categories.

  6. To edit an existing category, click the Actions (Actions) menu next to the category’s name.

Creating Subcategories

You can create a nested hierarchy of Categories and Subcategories:

  1. Open the Product Menu and, under the Site Menu, go to CategorizationCategories.

  2. Under the Vocabularies list, click the Vocabulary you want to modify.

  3. Click the category name where you want to create the new subcategory.

  4. In the Add New Subcategory screen, enter the subcategory’s Name and, optionally, a Description.

  5. Click Save or Save and Add a New One to add more subcategories.

Moving Categories

You can move a category to a different vocabulary, or as a subcategory in the same vocabulary.

  1. Open the Product Menu and, under the Site Menu, go to CategorizationCategories.

  2. Click the Actions (Actions) menu next to the category you want to move and select Move.

    Use the Move option to organize Categories.

  3. Select the Vocabulary and Category where you want to move the category.

    Note

    You can only move a Category into a Vocabulary of the same Visibility type.

Editing Additional Category Properties

After creating a Category, you can define these additional options:

  • Details (Name and Description)

  • Images

  • Friendly URL

  • Properties (Key and Value pairs)

To access these options, click the Actions (Actions) menu next to the Category you want to modify and select Edit.

Edit the Category to define additional options.