How to Add, Edit or Remove Categories on Copied Awards

When copying an Award to initiate a new Award cycle, one of the crucial considerations is updating the Categories and Question List, if needed.

If Admins don’t intend to make significant alterations to the new Award compared to the previous season, it’s recommended to simply copy the Award and thoroughly the setup. This guide provides detailed steps for Admins to follow when copying an Award.

However, if you want to implement minor changes, such as adding or removing some Categories, there are specific actions you’ll need to take to ensure the Award functions as desired.

How to Add a New Category to a Copied Award

The process of adding a new Category to a copied Award involves three stages:

1. Updating the Question List

This first step is add or amend the Question on the Form that the Entrant will use to place their Entry into a specific Category: this is usually a ‘Category Select Question’. Updating this Question is the first step as the new Category Names need to be mapped either to existing Categories, or new Categories need to be created. Therefore, Admins will need to:

1. Go to Actions>Question List
2. Search for the existing Select Question that needs to be updated with the new Category Name;
3. Alternatively, create a new Select Question for the new Category

2. Checking the Dependencies

Once all the relevant Questions have been created, it is essential to verify that the appropriate Dependencies are applied in the Question List.

If the Category Select Question has been updated, ensure that ALL following Questions have been updated so they display based on the new Category name. Alternatively, if you’ve created a new Select Question, please ensure to link it to the relevant questions in the Form.

Further details on Dependencies can be found here.

3. Creating the new Category on the Category Page or Editing an Existing Category

Once the relevant Select Questions have been either updated or created on the Question List, the next step is to create or update the Category List page. To edit an existing Category:

1. Go to Actions>Categories
2. To edit an existing Category, click on Edit alongside it
3. Update the Name and Internal Name
4. On the Eligibility section, under Criteria, select the relevant Select Question from the drop-down menu in the first column
5. Ensure that the Value is also correct
6. Ensure that the Nomination Data is still relevant
7. Click Save & Close

To add a new Category follow these steps. This guide explains in detail how Automatic Categories can be set up:

1. Go to Actions>Categories
2. Click on Add
3. Enter a Name and Internal Name
4. On the Eligibility section, under Criteria, select the relevant Select Question from the drop-down menu in the first column
5. Enter the a Value
6. Select the Nomination Data
7. Click Save & Close

Once Admins have actioned all of these three steps, Users will be able to submit Entries into the new Category.

How to Remove a Category from a Copied Award

Similar to the steps required for adding a new Category to a Copied Award, the process of removing Categories adheres to the same principles. Removing an old Category involves:

1. Removing any references to the old Category from the Question List;
2. Verifying the removal of Dependencies;
3. Deleting the old Category from the Category List Page.