Categories are used to organize the map sidebar and group locations together. Sub-categories can be used to break information down further for users.
How to Create a New Category
1. Once logged into the CMS, click the blue button titled New Category in the bottom left corner of the map.
2. Fill out the basic required content:
- Title: Name of category to display in the sidebar
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Category Type:
- Locations (Default)
- Panorama
- Dynamic Label
- Dynamic Label V2 (If enabled)
- Marker Icon: The icon that appears on the map for locations in this category.
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List Icon: The icon that appears next to this category in the sidebar.
- Access a library of icons here.
- Category: Choose whether to have this category in the Main Index or to be a subcategory.
3. Update additional settings for customization and user experience:
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List Position: Adjust the hierarchy in which the categories are listed. Sidebar hierarchy will default to alphabetical order if not adjusted.
- Note: Alphabetical order is represented with a List Position value of '0'. Negative numbers will gravitate to the top of the list, and positive numbers will gravitate to the bottom.
- List Type: Select 'All' to display all locations under the category in the sidebar when expanded. Select 'None' to make the category non-expandable; locations will still display on the map.
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Checkbox: Remove the checkbox from a category. If the checkbox setting is set to 'No' the category cannot be toggled on or off by front end users. Subcategories are not affected by the parent category's setting.
- Note: If you set List Type to 'None' and set Checkbox to 'No', the category will no longer be interactive (it cannot be expanded, nor toggled on or off).
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Location Display Option: Configure your category's location markers to display as Sidebar or as Balloon markers, or as 'No Info'.
- Note: This overrides the setting that is applied at the platform level, under the Options tab, for the particular category where it has been applied only.
- Zoom Range: Set minimum and maximum zoom values at which locations within the category will appear and/or disappear.
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Single Select: Enable only one subcategory to be selected at a time under the parent category.
- Note: This also deactivates the checkbox for the parent category.
- Panorama Category: Only applies to those with 360 panoramas on the map. If enabled, locations with a panorama added to it will display the panorama full screen.
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Hidden From Sidebar: Category will not display in the sidebar, but locations under this category remain searchable on the front end of the map.
- Note: Combining Hidden from Sidebar and Default Display sets the category to be permanently active.
- Default Display: Activate the category automatically when the map first loads and when the home button is clicked.
- Visible: This makes the category invisible on the front end of the map.
- Private: Category only visible on the front end of the map with a shareable custom URL.
- Schedule: Select a date/time range for the category to display on the front end of the map.
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Category View: Set the map view and zoom for when the category is toggled on.
- Note: This can also be used to set the category's floor level for maps with Interiors
- Marker Zoom: Set the zoom level for all locations under the category when they are selected on the map.
- Searchable: Choose whether to return locations in the category within search results.
- Feed Type: Leave as No unless specified by Partner Success Manager.
- Fallback Data: Locations in the category without custom description will display the content added here on the front end of the map.
- Labels: Tag the category for bulk editing. This feature allows CMS users to bulk edit locations within the category, including to be visible, private or scheduled. This is best used to bulk edit locations that live under different categories.
4. Save and publish once all the content is entered!
Creating a Permanently Active Category
By combining the Hidden from Sidebar and Default Display category settings, you can configure a Category to be permanently active, ensuring users are always seeing the information that they need to see. High-impact construction and road closures are a very common use case for this combination of settings!
- Make sure Hidden From Sidebar is set to Yes - this prevents visitors from toggling the label on or off
- Next, make sure Default Display is set to Yes - this means the label will be toggled ON when loading the map
- Since the label is on by default, and cannot be toggled off - this creates Always On functionality.