Creating custom categories

You can use custom categories to organize content according to any scheme. Custom categories can then be used to compose publishable navigation views and to provide additional information for categorized elements.

To create a custom category:

  1. In the Library view of the Authoring perspective, open the Method Content folder in the method plug-in where you want to create the custom category.
  2. To create a top-level category, right-click the Custom Categories folder and click New > Custom Category.
  3. Enter descriptive information about the custom category in the Description tab.
  4. Check the “Publish this category with the categorized method elements” box if you want to see the presentation name to be listed on each page of the categorized element.
  5. Under the Assign tab, select the items to include in the custom category. Select individual method elements, process elements, standard categories, or other custom categories. In some editors such as the role editor, the custom category is also available to add to individual elements on the Categories tab.
  6. After you assign content to the custom category, you can modify the sequence of the items in the category by setting the order manually, in alphabetical order, reverse alphabetical order, or by element type. This affects the sequence of the items in the Library view, the Configuration view, and in a published Web site if the custom category is included as a view in a configuration.
    1. To manually sort the elements in a category, select Manual from the Sort Type box. Click Order and specify the order by using the Up and Down buttons.
    2. To automatically sort the elements in a category, choose an automatic order from the Sort Type combo box.
      Tip: You can also select an automatic order from the Sort Type combo box when you clickOrder.
  7. To save your new custom category, click File > Save or close the editor and click Yes when prompted to save the changes.

You can now use the custom category as a view in a published configuration.

  1. In the Library view of the Authoring perspective, double-click the configuration in the configurations folder to which you want to add a view.
  2. Click the Views tab and then click Add View. The Select Categories window opens. The Select Categories window opens all the standard and custom categories in the configuration.
  3. Select one or more categories to include as a view in your configuration and click OK. The view display provides a preview of how the view is displayed in the published tree browser.
  4. Select a view to display as the default start-up view in the published Web site, and click Make Default.
  5. To save the configuration, click File > Save or close the configuration editor and click Yes when prompted to save the changes.