Parent and sub-categories

 

In Good Grants, you can create parent–child category relationships. This allows you to group related categories, making configuration and reviewing easier to manage and clearer for users.

Step 1: create the parent category

  1. In the Manage workspace, go to Applications
  2. Click Edit form and choose your form
  3. Hover over the Category drop-down and click the + icon
  4. Leave the Parent category field empty
  5. Configure the category as normal
  6. Click Save

Step 2: assign category to parent category

For a new category:

  1. Open the Manage workspace and go to Applications
  2. Click Edit form and choose your form
  3. Hover over the Category drop-down and click the + icon
  4. Select the appropriate parent category from the Parent category drop-down
  5. Configure the category as required
  6. Click Save

For an existing category:

  1. Open the Manage workspace and go to Applications
  2. Click Edit form and choose your form
  3. Select the category from the Category drop-down
  4. Hover over it and click the settings icon
  5. Select the parent category from the Parent category drop-down
  6. Click Save

Display a sub-category on the public home page

  1. Open the Manage workspace and go to Settings > Applications > Categories
  2. Click the category you want to display
  3. Under 'Display category on public home page', select Yes
  4. Click Save

Good to know

  • Parent categories act as grouping labels only and cannot be selected as application categories.
  • Sub-categories appear nested beneath their parent in the application form.
  • If you have several sub-categories with similar names, assign a shortcode that helps identify the parent category.
  • Using clear shortcodes helps keep exports organised and easy to read.

Video overview

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