Creating versions of categories

You can create versions of a category. For example, before you make any changes to a category description for an event, you might want to create a version. After the event is over, you can restore a previous version.

When you create a version, the version is based on the latest changes in the category. If you modify the category, the version remains unchanged.

Before you begin

Review the following page for a list of which parts of the category are saved when a version is created: Managing category versions.

Procedure

  1. Open the Catalogs tool.
  2. To create a category version, select one of the following from the explorer filter:
    • Master Catalog Categories
    • Sales Catalog Categories
  3. Select an option:
    • On the explorer tree, right-click the category that you want to create a version for, then click Open. In the Versions tab, click the Create Version icon Create Version icon.
    • On the explorer tree, select the category that you want to create a version for. In the Categories List view, select the subcategory that you want to create a version for, then click the Edit > Create Version.
    • Create versions for multiple categories at once
      • From the explorer tree, right-click on the parent category, and select Show Subcategories.
      • In the Categories List view, select the subcategories that you want to create versions for, then click the Edit > Create Version. To select multiple categories, press the Ctrl key and click all the categories that you want to select.
  4. In the Create Version window, enter the version name and description of the version; then click Create.
    Note: When you create versions for multiple categories at once, the versions that are created all use the same version name and description as specified.