Adding categories to mail documents

While in my inbox, using the toolbar Categorize button while highlighting email(s), a dialog pops up that allows you to add categories to the selected email(s). The dialog pops up but there are no existing entries although you can type in a name and add it to the available list and apply it to the mail. I have created a view that uses the Categories field and that works quite well to display the mails that I have categorized with the button. The problem is that if I choose a mail from my inbox that has already been categorized and I click on the Categorize button, the list is still empty and by adding another category, any existing categories already applied to that mail are removed.

IBM Documentation https://www.ibm.com/support/knowledgecenter/SSVRGU_9.0.1/com.ibm.designer.domino.main.doc/H_ABOUT_ADDING_CATEGORIES_TO_VIEWS.html

If the categories column in my view is the first column and it is of Type=Categorized and Sort=Ascending and I am in my view instead of inbox, the categorize dialog is populated with a list of categories.

IBM Documentation https://www.ibm.com/support/knowledgecenter/SSVRGU_9.0.1/com.ibm.designer.domino.main.doc/H_TOOLSCATEGORIZE.html

  • The current view must be a categorized view where the first categorized column sorts on a field named “categories”
  • My finding - Option “Categorized is flat version 5 or greater” must not be checked
    How can the toolbar categorize button be configured to keep an index of existing categories and to prevent the loss of existing applied categories while in my inbox?

Subject: This feature traces back to V2 at least, so it’s built on a specific view.

If you search Help for “Categorizing in the All by Category view”, it’ll say how Notes expects the view to be set up.

Once it’s set up, close/reopen the database & it should be found when you use the standard “Categorize” action. At least, I haven’t heard ND9 having a problem with it.

'Hope it helps!