Category Hierarchy Management
Updated
Effective organization of information and content is paramount for facilitating seamless navigation and enhancing user experience. Categories and Topics serve as valuable tools in achieving this goal. By utilizing Category Hierarchy Management, community administrators can create well-defined categories and topics and establish their hierarchical relationships. This ensures a logical and consistent structure within the community, allowing users to easily locate relevant discussions, resources, and information. Whether it's a broad category with subcategories or a specific topic with related threads, the implementation of Category Hierarchy Management enables users to access the content they seek efficiently, fostering a cohesive and user-friendly community environment. It promotes discoverability by presenting a clear map of the community's content landscape, enabling users to explore different areas of interest.
Note: Users must have the appropriate Admin permissions to access all the below-mentioned features. To learn more, see Roles and Permissions. |
To Create a Category
Click the New Tab icon '+' . Under the Sprinklr Service tab, select Community Builder within Resolve.
On the Community Admin window, hover over the three dots Options alongside the desired community and select Category Hierarchy Management.
On the Community Hierarchies window, click Create Hierarchy in the top right corner and then click Create Category.
On the Create Category window, add an Image from SAM or Media Valet, or upload a new image to uniquely identify the category within.
If you have selected the secondary languages in the Overview section of the Community Builder, then change the language from the top right corner to translate the content into.
Enter a Name and Description for your category. The Location will always be selected as the last hierarchy location you are creating the category within.
Enter a number in the Order field to decide the sequence for the categories to appear on the main page of the Community.
Under Banner, you can either select Image (Desktop Image and Mobile Image) or Color for your category banner that will appear at the top of the Category page. If you select an image as your category banner, you can also add the Alt/Title Text to help screen-reading tools describe images to visually impaired readers.
Enable Message Approval Workflow to implement an approval flow for this category within the community. All user posts will undergo review by admins before they are published.
To make the category Private, enable the toggle and select the Profile Lists you want to make the Category accessible to.
Set the category to be hidden. With hidden categories, access is restricted unless the user possesses the specific URL.
Next, from Mapped Knowledge Base Folders, select the knowledge base folder(s) you want to map to this category. And, from Mapped Guided Workflow Folders, select the guided workflow folder(s).
Next, under the Configure Conversation Types section, you can select the Conversation Types (Question, Comment, Announcement, Praise, etc.) for the respective category and give permissions to the user profile to post or comment. For each conversation type, you can select the users who can post/comment.
Note that if the Profile Lists are not selected, then the Post/Comment permission will be available to all by default.
Click Save at the bottom.
After creating a Category, you can now create more Categories or Topics within Categories.
To Create a Topic
Double click the Category within which you want to create a Topic. After landing on the page, click Create Hierarchy in the top right corner and select Create Topic. You can also select Create Category if you wish to add another category within the category.
On the Create Topic window, add an Image from SAM or Media Valet, or upload a new image to uniquely identify the topic.
If you have selected the secondary languages in the Overview section of the Community Builder, then change the language from the top right corner to translate the content.
Enter a Name and Description for your topic. The Location will always be selected as the Category you are creating the topic within. You can change it to another category to move the topic to, if required.
Enter a number in the Order field to decide the sequence of the topics to appear within the category.
Under Banner, you can either select Image (Desktop Image and Mobile Image) or Color for your topic banner that will appear at the top of the Topic page. If you select an image as your topic banner, you can also add the Alt/Title Text to help screen-reading tools describe images to visually impaired readers.
Enable Message Approval Workflow to implement an approval flow for this topic within the community. All user posts will undergo review by admins before they are published.
To make the topic Private, check the box alongside and select the Profile Lists you want to make the Topic accessible to.
Set the topic to be hidden. With hidden topics, access is restricted unless the user possesses the specific URL. Moreover, posts can only be created within a hidden topic from the dedicated topic page itself.
Next, under the Configure Conversation Types section, you can select the Conversation Types (Question, Comment, Announcement, Praise, etc.) for the respective topic and give permissions to the user profile to post or comment. For each conversation type, you can select the users who can post/comment.
Note that if the Profile Lists are not selected, then the Post/Comment permission will be available to all by default.
Click Save at the bottom.
To Manage Category/Topic
For a Category, hover over the Options in three dots alongside the desired category and select Edit to make changes in the configuration or Delete to permanently delete it.
For a Topic, hover over the Options in three dots alongside the desired topic and select Edit to make changes in the configuration or Delete to permanently delete it. You can also Move all posts from one topic to another. After selecting this option, select the desired topic to move the posts to. You must have the Move Posts Bulk permission to access this feature.
After selecting the desired Topic to move the posts to, you will see the number of posts that will be moved.