Crowdfunding Categories
Access Prerequisites
- Permission (module):
manageCrowdfunding - License/Feature:
CROWDFUNDINGenabled in the tenant license (Vault). - Menu container: GENERAL → group Products → Crowdfunding Categories (route
/crowdfunding-characteristics/applications)
What it is / when to use
Categories organize crowdfunding offerings (e.g.: judicial assets, art, business, real estate). A category must be created before an offering can be classified under it. The screen displays a hierarchy (categories and subcategories) and allows creating, editing, and deleting.
Prerequisites
- Permission:
manageCrowdfunding(CPM enum + dynamic module in DB). - License/Feature:
CROWDFUNDINGenabled.
Step by step
- Go to Products → Crowdfunding Categories.
- Click New category (or add inside a parent category, for a subcategory).
- Enter the name, description, and image; save.
- On each item use Edit or Delete.
Fields
| Field | Description | Required? | System/backend effect |
|---|---|---|---|
| Name | Category name | Yes | Identifies the category in offerings. |
| Description | Category text | No | Descriptive content. |
| Photo/Image | Category image | No | Upload via files API. |
| Parent category | Links as subcategory | No | Creates the hierarchy (subcategories/children). |
Actions and modals
- New category / subcategory: opens the
CrowdfundingDialogApplyComponentdialog in create mode (with the parent category, if applicable). - Edit: same dialog in edit mode.
- Delete: confirmation via bottom-sheet. When deleting a category that has subcategories, the children are removed first.
Business rules / cautions
Attention
- A category in use cannot be deleted — if there is a linked offering, the backend returns "Category is being used!" and the deletion is rejected.