Category configuration

 

Configuring a category in Award Force is a straightforward process with a number of available configuration options to suit your needs. Below you'll find the steps necessary to create a category as well as a breakdown of the options you'll encounter along the way. 

Create a category in the form editor

  1. Navigate to Settings > Entries > Form editor
  2. Ensure that the Configuration mode toggle near the top right of the page is switched on
  3. Hover your cursor over the Category drop-down and click the + icon
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  4. In the configuration tray on the right side of the page, provide a Category name
  5. If desired, add a Description and/or Shortcode
  6. Save
Tip: after saving, select this category from the drop-down and click the settings icon to configure the additional options mentioned below.
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Create a category in Settings

  1. Go to Settings > Entries > Categories
  2. Click New category
  3. Set a Parent category if necessary
  4. Add a Category name
    • This is the label displayed across the system in relation to the category.
  5. Provide a category Description
    • This is displayed in the first tab of the entry form when a user selects the category
    • The field supports markdown formatting
    • The intention of the description is to provide an overview of the category and entry criteria in enough detail so the entrant can easily evaluate if it is the right category for them to enter
  6. Adding a Shortcode is optional but is recommended
    1. Use the shortest code you can to uniquely identify each category
    2. Each entry is given a numeric ID unique to the account and has the short code appended (e.g. 123-AB) so that when tracking, arranging and managing entries, you have an easy handle on the entry's category
  7. If your category should be available to users, select the Category is active checkbox
  8. If Chapters are being used, in the right column you can set the chapters in which the category is available
  9. Save

Additional configuration options

Images

When configuring a category, the Images tab allows you to upload images related to the category such as a category sponsor logo or your organisation's logo.

Image: Logo in configuration

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Image: Logo displaying with category selected

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  • A Heading (such as "Category sponsors") can also be defined to display at the top of the column of images
  • Setting a Maximum image width constrains the width at which images are displayed
    • If images are larger than the maximum width, they are automatically downsized
    • If images are smaller than the maximum, they remain at their original size
Note: category images are available to clients on the Professional plan and above

Advanced

The Advanced tab allows you additional options to fine-tune your category's configuration.

  • Create an optional Maximum number of entries per entrant in this category value if, for example, users could only enter this category once, you would set the value to 1
  • An Entry name label can be assigned that is unique to this category, ex, 'Nomination name'
  • Choose to Pre-fill the entry name with the entrant name if your users are submitting entries that should be titled with their own name, ex. job applications or grants
  • Choose to Lock category on submitted entries to prevent users from changing the category associated with their entry after submission.

Divisions

Divisions are optional but are used to break a category down into smaller groups of entries for assignment to judges via panels.

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To configure divisions, simply follow the steps below:

1. Navigate to Settings > Entries > Categories
2. Select the category you would like to add divisions to
3. Open the Divisions tab and set your number of desired divisions
4. Click Save

Your program's entries are automatically and randomly assigned into the divisions that you've created. If your category has 100 total entries and you create four divisions, each division will contain 25 entries.

Important:
  • If you change the number of divisions at a later stage, reassignment may be necessary
  • Increasing the number of divisions does not require reassignment, additional divisions are empty and new entries go there
  • Decreasing the number of divisions necessitates reassignment
  • If judging entries has already started, reassignment will result in stray scores as some entries are inevitably assigned to a different division and different judges. It will be necessary to force scores to recalculate
  • Reassignment can be forced at any stage by checking Reassign entries to divisions on save and saving the category

Delivery

Allow for a PDF packing slip to be available for submitted entries. For more information see: Packing slips.

Video Overview

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