Post Categories
Administrators can use Post Categories to group and categorize similar Posts. A post can only have a single category at a time. Posts can be grouped within an article type which can be browsed by users from the sidebar for easy navigation. Post Categories allows browsing posts by category and allows users to see related posts by topic.
Requirements
To create and edit Post Categories, users must have the following user permissions:
- Administrator System Role permissions
Managing Post Categories
To Manage Post Categories
- In the Setup Home page, click Create > Articles
- Click the Article Type you want to edit
- Click on the Categories Tab
- Choose your desired action:
Creating New Categories
- Click New Category
- Enter a unique Category Name and then click Save
Editing or Deleting Existing Categories
- Click the arrow under the Actions column beside the category you want to modify
- Select Edit or Delete from the dropdown menu
Use Count Information
- The Use Count column displays how many times each category has been used within the article type
- This provides informational insight into category usage patterns
Important Notes:
- Changing a category's name will automatically update all posts under the previous category name
- When a category is deleted, posts assigned to that category become uncategorized
- Post category assignment is done when creating or editing individual posts (see Creating Posts documentation)
Displaying Post Categories to Users
To Display Post Categories
- In the Setup Home page, click Create > Articles
- Select the Layout Tab
- On the right sidebar, check the Show Categories box
- Click Save Changes
Result: Categories become visible to end users in the sidebar for browsing, allowing them to filter and view posts by category.
Best Practices
- Logical Organization: Create categories that reflect how users naturally think about and search for content
- Consistent Naming: Use clear, descriptive category names that are easily understood by end users
- Category Planning: Plan category structure before creating many posts to avoid frequent reorganization
- Usage Monitoring: Review the Use Count column periodically to identify unused categories for potential cleanup
- User Experience: Enable category display in layouts to improve content discoverability for end users
Integration with Other Features
Post Categories work seamlessly with:
- Posts: Each post can be assigned to one category during creation or editing
- Article Types: Categories are specific to individual Article Types
- User Navigation: Category sidebar enables easy content filtering and discovery
- Layout Configuration: Category display can be controlled through Layout settings
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