Help4.x:User Notes: Categories

Description

This screen allows you to look at a list of your user note categories and sort them in different ways. You can also edit and create user note categories and access levels.

How to access

You can access the Notes Category Manager by clicking on Users → User Note Categories or clicking User Note Categories link in the Users Manager Menu in the left sidebar when an other User Manager page is displayed.

Screenshot

Column Headers

In the table containing the user note categories from your Joomla! site, you will see different columns.

• Ordering. You can change the order of an item within a list as follows:
  • If the list Filter Options include a Position filter select the desired Position. This will limit the list to items that are assigned to that Position.
  • Select the Ordering icon in the Table heading to make it the active ordering item. The ordering icons in each row will change from light grey to dark grey and the pointer will change to a drag arrow on hover.
  • Select one of the Ordering icons and drag it up or down to change the position of that row in the list. The items will display in the new order within the Position.

• Checkbox. Check this box to select one or more items. To select all items, check the box in the column heading. After one or more boxes are checked, click a toolbar button to take an action on the selected item or items. Many toolbar actions, such as Publish and Unpublish, can work with multiple items. Others, such as Edit, only work on one item at a time. If multiple items are checked and you press Edit, the first item will be opened for editing.

• Status. The published status of the item.

• Title. The name of the item. For a Menu Item, the Title will display in the Menu. For an Article or Category, the Title may optionally be displayed on the web page. This entry is required. You can open the item for editing by clicking on the Title.

• Access. The viewing Access Level for this item.

• Language. Item language.

• ID. This is a unique identification number for this item assigned automatically by Joomla. It is used to identify the item internally, and you cannot change this number. When creating a new item, this field displays "0" until you save the new entry, at which point a new ID is assigned to it.

Column Filters

Above the column headers on the right, there are 2 drop down input fields, Sort Table by: (preset to Ordering ascending), and a number (preset to 20) to display.

These column sorting input fields shows the current method of sorting applied to the table. Use the drop down field choices and click the column heading name. Alternatively, click on the column heading to sort the list by that column's value. This will also change the value in the drop field to correspond with the column header name. The list will then be sorted in order by that column and a sort icon(up or down arrow) will show next to the column name. Click a second time to reverse the sort, which will change the corresponding drop field.

• Ordering: (default). The column in which to sort displayed items in the table. The values are the same as the column heading names.

• Ascending (default). Shows ordering of selected column, ascending or descending.

• # (default is 20). Shows the number of items to display on one page, default is 20 items. If there are more items than this number, you can use the page navigation buttons located at the bottom of the table. (Start, Prev, Next, End, and page numbers) to navigate between pages.

Toolbar

At the top you will see the toolbar:

The functions are:

• New. Opens the editing screen to create a new category.

• Edit. Opens the editing screen for the selected category. If more than one category is selected (where applicable), only the first category will be opened. The editing screen can also be opened by clicking on the Name of the category.
• Publish. Makes the selected user notes category available to administrators of your website.
• Unpublish. Makes the selected user notes category not available to administrators of your website.

• Archive. Changes the status of the selected category to indicate that they are archived.
  Archived category can be moved back to the published or unpublished state by selecting 'Archived' in the 'Select Status' filter and changing the status of the category.

• Check-In. Checks-in the selected category. Works with one or multiple category selected.

• Batch. Batch processes the selected category. Works with one or multiple items selected.

• Rebuild. Reconstructs and refreshes the category table. Normally, you do not need to rebuild this table. This function is provided in case the data in the table becomes corrupted.

• Trash. Changes the status of the selected category to indicate that they are trashed.
  Trashed category can still be recovered by selecting 'Trashed' in the 'Select Status' filter and changing the status of the articles to Published or Unpublished as preferred.
  To permanently delete trashed category, select 'Trashed' in the 'Select Status' filter, select the category to be permanently deleted, then click the 'Empty Trash' toolbar icon.

• Help. Opens this help screen.

• Options. Opens the Options window where settings such as default parameters can be edited.

List Filters

The List Filter, above on the left, and other filters, left, bottom sidebar are a series of controls that let you limit what items show in the user note category manager screen. More than one filter may be entered. Only items that meet all of the filter conditions will show on the list.

Search bar. Near the top of the page you will see the search bar shown in the Screenshot above.

• Search by Text. Enter part of the search term and click the Search icon. Hover to see a Tooltip indicating which fields will be searched.
  To 'Search by ID' enter "id:x", where "x" is the ID number (for example, "id:19").
• Filter Options. Click to display the additional filters.
• Clear. Click to clear the Filter field and restore the list to its unfiltered state.
• Ordering. Shows the current list ordering field. 2 ways to change the order:
  • Select from the dropdown list. Ordering may be in ascending or descending order.
  • Click a column heading. The column heading toggles between ascending and descending order.
• Number to Display. Shows the number of items in a list. Select from the dropdown list to change the number displayed.
  The default for a site is '20' but this may be changed in the Global Configuration.

• Select Status. Select from Trashed / Unpublished / Published / Archived / All.

• Select Access. Select from the list of available viewing access levels.

• Select Language. Select from the list of available languages, if the site manages more than 1 language.

Filter by Tags. Lets you show only items that have a specified tag. The list box will show the tags created for your site, similar to the example below.

• - Select Tags -: Show items with any (or no) tag(s).
• <tag>: Show items only with this tag.

• Select Max Levels. Select from the list of available levels.

Page Controls: When the number of items is more than one page, you will see a page control bar as shown below. The current page number being viewed has a dark colour background.

• Start: Click to go to the first page.
• Prev: Click to go to the previous page.
• Page numbers: Click to go to the desired page.
• Next: Click to go to the next page.
• End: Click to go to the last page.

Batch Process

The Batch Process allows a change in settings for a group of selected items. To use: click on the Batch button found on top of the table of items being viewed to activate the drop down field area.

<Item Type> refers to the page name of items.

You can change one value or all four values at one time.

Note - if you copy items to a new category, changes you have selected from access level and language will be applied to the copies, not the original.

How to Batch Process a group of items:

1. Select one or more items on the list by selecting the desired checkbox(es).
2. Set one or more of the following values:

   • To change the Access Levels, select the desired new access level from the Set Access Level list box.
   • To change the Language, select the desired language from the Set Language list box.
   • To add a Tag, select the desired tag from the Add Tag list box.
   • To change the Category, select a category. To leave the category unchanged, use the default value of "Select".

   1. To copy the items to a different category, select the desired category from the category list box and check the Copy option. In this case, the original items are unchanged and the copies are assigned to the new category and, if selected, the new access level and language.
   2. To move the items to a different category, select the desired category from the category list box and check the Move option. In this case, the original items will be moved to a new category and, if selected, be assigned the new access level and language.

3. When all of the settings are entered, click on Process to perform the changes. A message "Batch process completed successfully." will show.

Note that nothing will happen if you (a) don't have any items selected or (b) have not selected an access level, language, or category.

If you wish to clear your entered selections, click on the Clear button. This will return all of the Batch controls to their default values. Note that this does not uncheck the check boxes for the items.

Related Information

• User Manager: Add/Edit Notes
• User Manager: Users Notes
• User Manager: User Note Add/Edit Category