Merging Categories or Subcategories
When merging one or more categories or subcategories into another category or subcategory (the target), all the subcategories, templates, and content items (documents, assessments, and campaigns) assigned to the categories/subcategories to be merged will be reassigned to the target category/subcategory. The categories/subcategories to be merged will then be deleted, with the target category/subcategory remaining.
Important: A category/subcategory that is merged into another is not placed in the Archive and can only be restored by restoring a backup database.
Merge a Category or Subcategory
- Click Settings & Tools > Content Setup, and then click Categories.
- Click Merge, and then select one or more categories or subcategories you want to merge.
- If multiple sites exist, select the target site.
- Do one of the following:
- To merge the selected categories or subcategories to become top-level categories, click [All Categories].
- To merge the selected categories or subcategories under another category or subcategory, select it.
-
Click Merge. The results of the merge is shown.
-
Click OK.
Product Information
Copyright
This publication was written and produced at NAVEX Global, Inc., Lake Oswego, Oregon. This publication or any portion thereof is confidential and/or proprietary and may not be reproduced or used in any manner whatsoever without the express written permission of NAVEX Global, Inc.
Copyright © 2025 NAVEX Global, Inc. NAVEX Global® is a registered trademark/service mark of NAVEX Global, Inc. The NAVEX Global® logo is a trademark/service mark of NAVEX Global, Inc. Unauthorized use of NAVEX Global, Inc.’s trademarks/service marks is strictly prohibited without prior written permission from NAVEX Global, Inc.