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Crowdfunding Categories

Access Prerequisites

  • Permission (module): manageCrowdfunding
  • License/Feature: CROWDFUNDING enabled 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: CROWDFUNDING enabled.

Step by step

  1. Go to Products → Crowdfunding Categories.
  2. Click New category (or add inside a parent category, for a subcategory).
  3. Enter the name, description, and image; save.
  4. On each item use Edit or Delete.

Fields

FieldDescriptionRequired?System/backend effect
NameCategory nameYesIdentifies the category in offerings.
DescriptionCategory textNoDescriptive content.
Photo/ImageCategory imageNoUpload via files API.
Parent categoryLinks as subcategoryNoCreates the hierarchy (subcategories/children).

Actions and modals

  • New category / subcategory: opens the CrowdfundingDialogApplyComponent dialog 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.