Item categorization in Upchain

In this lesson, we’ll discuss the purpose of categorization and the benefits it provides. We’ll demonstrate how to set up categorization, including categories, subcategories and categorization attributes, and then where to find and apply them to items. 

Before you start:

Consider whether categorization is right for your organization. Explore the functionality fully and map out the categories that would make sense for your organization. It is best that categorization is created when you are first setting up your tenant because it can then be applied to items as they are created.

Configuring categorization

In this video, we’ll discuss the purpose of categorization and demonstrate how to configure categorization. 

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. Categorization provides a useful method to add additional descriptors or labels to items without needing to apply them to all items.
  2. The categorization you wish to use should be planned and configured early on in your use of Upchain, so that it can be applied to items as they are created.
  3. Items can be searched for by their applied categorization making them easier to find and reuse.
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