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Sections and Content Types

What is a section

Sections are used to group similar definitions in helpful categories. Creating and editing sections will only be available to org admins.

How to create a section

  • Access the drop down page from admin navbar item and find sections

Section drop down

  • In the sections page you can click the add button in the top right to add a new section. A popup will ask for the section name and description but only the section name is required to create a section.

Sections

  • On this page the org admin can also edit, delete, or reorder existing sections

Info

Sections can be dragged and dropped to change the order they show up in for the app page

What is a content type

Content Types are the building blocks for the apps page and used to store unique metadata for your application catalog

How to create a content type

  • Access the drop down page from Admin in the top navigation and find definitions

Content Types drop down

  • After pressing the add button in the top right a form to enter the content type’s information pops up

Content Types Modal

  • Only the name, shortname, and metadata type are required
    • The shortname must be unique to the org and lowercase with no whitespaces

How to associate a content type with a section

  • In the content types page use the section selection to associate the content type with a section

Section menu

Setting content types as filters or summaries

Some metadata types can be set as filters or summaries this article will explain how to do so, which metadata types make sense for filters and summaries, and some examples.

  • Content Types can be set as filters or summaries in the Content Types section when editing or creating a content type

Filters and Summaries

  • The only metadata types choices and tree choices can be set as filters
    • Some good examples being categories, departments, and application status
    • The reason only choices and tree choices were selected is because they limit the number of unique options
  • The definitions set as filters become the facets on the applications page

Filters

  • All metadata types can be set as summaries but that does not mean all metadata types should be on the summary panel in the app page
    • All metadata types have their normal view and a more condensed view - summary view
    • The best definitions to set as summaries are any that you want members of your org to see quickly when they access the app page. e.g. business owner, support options, or status

Summary

Info

Only definitions with metadata types choices or tree choices can be set as a filter for the apps listing. The is summary option is available for all the metadata types and will show a summarized version of the definition in the app’s summary panel