HOWTO: Category Columns

When you touch a category column field in item view, you get a picker with a list of pre-populated choices to choose from. Category columns are great to use when you’re going to enter the same text over and over and over again. A good example would be a column for “Department” in a grocery list.

Category Values

Each category column has a set of category values assigned to it. You can edit these values by opening the list and then selecting Category Values from the List group on the Control Bar at the bottom of the screen. From here, you can select the column you want to edit values for (in case you have more than one category column in your list) and edit the values.

You can also set up a category column to add new values as you enter them. That way, if you haven’t included some value in your pre-defined list, entering into an item will automatically add it to the list. 

 Create a Category Column

One of the easiest ways  to learn to use category columns is to make one! Follow the instructions below to create a new category column and add values to it.

 Open the list you would like to work with.

1.  You can only add columns to custom lists, not portal lists.

 Touch the List button in the control bar.

 Touch the Columns button in the List group of the control bar.

 Touch Add Column.

 Touch Category.

 Enter a name for the column.

 Touch the Save button.

 Touch the Save button.

 Touch the Category Values button in the Lists group of the control bar.

 Touch the name of the category you just created.

 Touch Add Value.

 Enter a value.

1.  The idea of the category column is that you don’t need to retype the same information over and over. For now, just enter any word you like, such as the name of a store.

 Touch Save.

1.  Repeat this and enter a few different values.

 Touch the Done button.

 Touch the Categories button.

 Touch the Done button.