You can update the categories and subcategories of your documents by updating the File Info object and updating the Document Category and Document Subcategory fields.

How to Define Categories & Subcategories

  1.  Navigate to Setup > Object Manager > File Info Fields & Relationships. 
  2. Select Document Category
  3. Scroll to Values.
    1. Select New to add a category.
    2. Select Edit to modify a category.
    3. Select Del to remove a category.
  4. Save.
  5. Repeat for Document Subcategory.
  6. Save.

Define Parent Categories

You can control where each subcategory populates by updating the field dependencies on the Document Category field.

  1. Navigate to Setup > Object Manager > File Info Fields & Relationships. 
  2. Select Document Category
  3. Scroll to Field Dependencies > Edit.
  4. Include/Exclude Document Subcategory values for each Document Category.
  5. Save

Refer to this Salesforce Guide for more information about field dependencies.

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