Categorizing in the All by Category view

To let users categorize documents by selecting Actions - Categorize, a database must have three components:

  1. A form with a Categories field and these settings:
    • Field name: Categories
    • Data type: Editable text or choice list field
    • Select "Allow multi-values"
    • Format: If you selected a choice list field, leave the choice list blank and select "Allow values not in list"
  2. A view named All by Category
  3. In the left column of the All by Category view, a Categories column with these settings:
    • Width: 1 character
    • Column title: Leave the column title blank
    • Formula: Categories
    • Sort: Sort the column by selecting "Sort: Ascending" and "Type: Categorized"