Categorization and advanced searching

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Categorization in Upchain is a great way to organize your items according to specific presets and customized attributes.

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Let's take a closer look at how to set this up from within your web application.

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Categorization and category attributes are helpful in allowing you to add additional information to a specific group of items,

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that are unique to that group.

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In other words, these attributes belong to that category of item and not to any others.

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For example, you will see thread count for anything in the screw category, but you won't see it on any other items where that screw is not relevant,

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like washers and anchors.

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Within this rod assembly, we already have a number of screw items loaded into the project, as we can see here.

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To view any categories that have been loaded into the item, simply click on the Categorization tab in the Item Details panel.

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Your categories are empty by default.

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Adding a new category to this item is as easy as clicking on the "+" button and selecting one of the categories created from our tenant admin.

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Our TA can further expand on these categories if and when required, and they will be available in all projects to users working within this tenant.

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Similarly, we can click on the "-" button to remove a category.

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The category setup may also contain category attributes, which add further detail to this category, for example, a length or a type.

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For instance, you might have screws, nuts and bolts as categories, but these categories can have different category attributes,

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such as bolts requiring an internal diameter or screws a drive type.

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Looking at all of these screws here, we can inspect the various categories that have been assigned to each item in the Categorization tab.

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Here we can find brand, filtering, thread diameter, and stock item screws with further attributes to be filled in for the screw category.

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To fill in or edit these attributes, I can simply hit the little pencil icon, "Edit details".

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Notice how drive type has a convenient drop down for the various options as does type, while length requires a numerical value to be input.

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So the process for adding and adjusting categories and attribute is simple and straightforward.

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We go in-depth on configuring categories in lesson 3 of item configuration in the tenant admin learning path.

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Once we've filled in the required fields, let's just hit "Save" to commit the changes.

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The more categories and attributes that are available for an item, the more information your users will be able to include.

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For instance, you might want to create a long list of categories for particular parts,

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that might be reused frequently within your project with a diverse list of category attributes for users to select from.

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So we have discussed categorization and category attributes within Upchain in detail and how to find view and make changes.