Platform URL | https://[enterprise].cvtr.io/v2/system/categories | ||||
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Technical writers |
🏠 Feature Overview
A logged in user should navigate to Dashboard-> System- > System Categories.
This page lists Categories and Sub-Categories tables. User can add/edit/delete category and sub-category on this page.
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Data Categories
Add Category
Clicking on Add button opens a ‘Add Category’ modal.
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Enter all the required fields and click Save. New category will be added to categories table.
Edit Category
Clicking on Edit button from Actions column opens ‘Edit Category’ modal.User can edit the category and click Save.
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Delete Category
Clicking on delete button from Actions column opens delete confirmation dialog.
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Data Sub-Categories
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Adding a Sub Category
Clicking on ‘Add’ button will open Add Sub Category modal.
Select the parent category and enter all the required fields and click Save. New Sub Category will be added to Sub Categories table.
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Edit Sub Category
Clicking on Edit button from Actions column opens ‘Edit Sub Category’ modal.
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Delete Sub Category
Clicking on delete button from Actions column opens delete confirmation dialog.
User can only delete a Sub Category if there are no campaigns associated to the parent category. In order to delete a sub category, user has to remove and reassign the campaign from the category.
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Delete modal when the parent category is associated with campaigns.
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