Category FAQs

Can I copy a category?

• No, categories cannot be copied or duplicated within a project. Templates can be used to copy categories between projects, or update existing categories.
  
  If you want to copy a category, first consider using a Select field and filtered views to achieve the same results within the same category.
  If you still would like to duplicate a category, you'll have to create the category and fields manually, or use our Spreadsheet Import tool to create the new fields.

What is the difference between the category name and instance name?

• The category’s name is what is displayed when selecting or interfacing with the category in the app and is usually a plural noun referring to the type of data “instances” the category contains. The instance name is usually a singular noun indicating the type of Element within the category and is used when auto-naming newly created Elements. For example, a category named “Rooms” will contain many instances of “Room” elements. Newly created Elements in the Category will be named “Room 1”, “Room 2”, etc. by default.