How to make changes in the Taxonomy

Last updated: June 27, 2023

The taxonomy needs to be updated manually. Changes are made on the Taxonomy page in the Admin module. Only Superusers with Admin permission have access to the Admin module.

The Taxonomy is based on fields, categories, and subcategories.

To make changes in the Taxonomy:

The Taxonomy is based on fields, categories, and subcategories.

Navigate to Admin in the main navigation menu and then click on the Taxonomy tab in the Admin menu.

Change Fields

1. Change field name: Click Edit (pen icon) on the top right of the field and change the field's name in the name field and Save.
   
   
2. Delete field: Click Edit (pen icon) on the top right of the field and then the Delete button. Note that you must delete categories and subcategories belonging to a field before deleting the field.
   
   
3. Change field position: Drag and drop the field to a new position OR click More (three dots) on the top right of the field and then select Move up or Move down.
   
   

Change Categories

1. Change category name: Click More (three dots) on the category and then select Edit. Change the category name in the name field, and Save.
   
   
2. Delete category: Click More (three dots) on the category and then select Delete. Confirm by clicking the Yes, continue button.
   
   
3. Change category position: Drag and drop the category to another field or drag and drop the category on top of another category to make the category a subcategory to another category. 
   
   
   
   

Change Subcategories

1. Change subcategory name: Click the arrow beside the category name to display the subcategories. Click More (three dots) on the subcategory and then select Edit. Change the subcategory name in the name field, and Save.
   
   
2. Delete subcategory: Click More (three dots) on the subcategory and then select Delete. Confirm by clicking the Yes, continue button.
   
   
3. Change subcategory position: Drag and drop the subcategory from the category to any field to make it a category. Or drag and drop the subcategory on top of another category to make it a subcategory to another category.

Our recommendations when updating the Taxonomy

Evaluate your taxonomy regularly, preferably every year, when the business changes or when adding new user teams, inboxes, and monitoring areas.

Be careful when making changes in the taxonomy, as all categorized posts will be affected.

Delete categories you never use: Use Wide Narrow statistics to evaluate what to keep and delete or adjust. Contact Wide Narrow Support for Statistics.

If you delete a category (or subcategory) in the taxonomy, the category will disappear from all posts in the database. If you edit a category (for example, change the name), the category name will change on all tagged posts.

If you delete a parent category with a subcategory, you must move or delete the subcategory before deleting the parent category.

Moving categories from one field to another may affect saved searches and dashboard widgets, RSS feeds, and automated newsletters based on the saved search. You can contact Wide Narrow Support for more advice.

User Access: Only Superusers with Admin access can change the taxonomy. All users can use the taxonomy to filter information, categorize content and create saved searches.