Using the upgraded related records functionality in ver 3.71 (build 2656) but not able to get the Category Menu data from code generator

Hi Codee, 

Try using the regular List and Detail code generators.

There's a special "Category Menu" type that can be created under: Database > Add > Advanced Menus > Category Menu, and it's used for hieratical parent/child category menus, but the demo is just referring to a regular multi-record section.  Sorry for any confusion!

Ok, Dave. I see.  So, I'm in the backend of cmsb, I choose database > add new editor > choose advance menus > category menu...then...what? 

Let's say I have an example similar to the one mentioned (as I'm learning to use this still)...and the sections are Test Equiptype, Test Categories, and Test Products (each has fields "title" and "graphic" upload).  Test Equiptype has 3 types of equipment, and then the equipment falls into categories under Test Categories A, B and/or C.  Then there are products, Test Products 1, 2 and/or 3, that are subcategoried under Test Categories - like so:

Test Equiptype

type1

type2

type3

>Test Categories

>Cat A

>Cat B

>Cat C

>>Test Products

>>Prod 1

>>Prod 2

>>Prod 3

How do I create a category menu that shows me the heirarchy with these 3 sections?

Thank you!

Hi Codee, 

You're trying to get the "Related Records" feature to work right?  If so, just ignore Category Menus.  We happened to use the same name "category", but it's a different feature.  You could essentially call your section "Test Groups" instead of categories for the purposes of our example.

Typically you'd have a related records field that shows you the "child records" of a particular record.  So you might have these sections:

• Categories - Has a category name and a related records field showing products in this category
  • Product Types, has a category name (from a pulldown), a product name, and a related records field showing equipment of this type
    • Equipment has a name field, and product type (from a pulldown)

Does that make sense?  Let me know if we're talking about the same thing.

Hi Dave, Thank you for your patience and attention.  I "think" I am trying to do BOTH.  It started off with I have these 2 sections that have this hierarchy, and now added a third member to the hierarchy.  That seems to work well.  What I WANT is to have an ongoing breadcrumb-type menu that shows where we are at within that heirarchy...on the visual page.  Kind of like you use in these forums. Does that make sense? 

Here's where I am actually going with this as I do have an immediate need other than learning how to do this...

I just built a site, with cmsb ver 3.71, that I didn't use the related records fields with...but I can "see" that I probably could have, or should have.  The site is offering medical related training.  So, it provides a list of Courses that are being proffered.  Each Course has a group of Lessons within it.  Each Lesson has a group of Modules within it.  So the heirarchy here is: Course => Lessons=>Modules.  When someone is in Course 2, Lesson 5b, Module33 the breadcrumb menu should show similar to Home > Courses > Course 2 >Lessons (in that course)>Lesson 5b >Module 33 and maybe within Module 33 they are looking at a video or an option to download files.  

So, when I was reviewing the cmsb forums and the more recent related records improvements and also never used the category menu feature...I am thinking "Oh! That's what I need to do. I better learn this."  So I followed your well-written instructions on the related records with Test Products and Test Categories. It was really easy to do and I wish I had done that sooner, but already built the sections for Course, Lessons, Modules...but have no clue on how to make the breadcrumb or category menu and am trying to figure it out.

Zat help? or is it more muddied now?

Hi Codee, 

The "Category Menu" is best used for hierarchical data of the same type.  So if you have Courses > Lessons > Modules you'd have to have different fields for each (likely).

What I'd recommend is having 3 sections as follows: 

• Courses
• Lessons (with a pulldown for Course)
• Modules (with a pulldown for Course and Lesson).  
  • For Lesson you could use "Get options from MySQL query" and "Advanced Filter: Refresh list when this field changes:"

If you want to fill out a 2nd level support ticket I can take a look for you and help you get it setup.  It's much quicker when we can take a look.

I'd get the back-end working well, and then think about the frontend, you can still create breadcrumbs with the above setup.  

Hope that helps!

Hi Dave,

Understood. I have set up an admin acct for you and sending in a second level request per your recommendation.

Thank you kindly!