Hiding $Categories in Cumulus Web Client

Cumulus traditionally stores new user Categories inside $Categories, a legacy convention from earlier versions. The $Categories are required by the Cumulus database, but can be hidden. Many customers request this, to cleanup the application view to only show their custom categories. This walkthrough shows how to do it.

STEP 1: Go to Cumulus Preferences -> Category View Sets -> Category Pane. Check the box to "Restrict selectable master categories to" and "$Categories". This removes the extra $Keywords and $Sources from the Category View Pane.

STEP 2: Right-click "$Categories" from the left side navbar, and select "Information". In the view set dropdown, choose "Customize".

STEP 3: This will open up the Preferences pane, make sure you are in the "Standard" view set. Then click "Add", and choose "Container Type [String List]".

STEP 4: While still in Preferences, go to Catalog Settings -> Category Fields -> Container Type. Right-click to enable "Allow user to edit" so that green checkmark shows in "User Editable" column. Click "Apply" and "OK" to go back to Cumulus.

STEP 5: Right-click "$Categories" again, and change Container Type to "no value". Then click the save icon in upper left.

STEP 6: Move your custom category is placed on the master level of your catalog, then right-click it show information. Set Container Type to "Category", and click the save icon. These will be the categories you see in your web client, now that $Categories has been hidden.

STEP 7: Confirm everything is working by opening the web client. The only containers listed should be your custom categories.