MetaLocator Categories are the primary way you can separate, filter and organize your data in MetaLocator.  You can place a single record in multiple categories.  To view the existing Categories in the MetaLocator Control Panel, click Categories.

Categories can be used to:

  • Present a list of checkboxes on your search that filter by category
  • Display a drop-down list of categories
  • Display groups of drop-down lists or checkboxes
  • Filter the data in your Interface to a certain category or categories
  • Prioritize one group of records over another
  • Control the map marker icon of certain records
  • Display a legend of map marker icons above or below the map

To create a Category, click New in the toolbar in the upper right.  To edit a Category, click it's name.

Either operation will open the Category Editor.  Similar to other editors, the Category information is organized into a tabbed layout.  Here we see it opened to the Icon tab.

Basic Information:

  • Name:   The Name of the Category.  Your users will see this label.  If you have multiple languages to manage, see this article.
  • Description:  This provides a description that is only shown as a tooltip when the Legend is displayed.

Category Options:

  • Ordering:   The numerical ordering of the category.  This is also used when choosing the icon to display when a Record is in multiple Categories.
  • Category Group:  Categories can be assigned to groups by providing the same Category Group for multiple Categories.  This is used on the search form to group multiple Categories into collections of options.
  • Prioritize In Search Results:  If set to Yes, this will promote Records in this category *above* others within the same set of search results.  This is useful for promoting special, or preferred Records in your database.
  • Show in Legend:  This option allows you to prevent the display of certain Categories within the Legend if it is displayed.
  • Show in Front-end Location Form.   This option allows you to hide certain Categories from the public data entry form displayed in the Record Form Layout.

 

 

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