Manage catalogue entries
Add, rename, and delete categories and values in the catalogue.
The Catalogue page in the left nav is where you curate your workspace's autocomplete library. Pick a category in the sidebar (or chip rail on mobile) and work with its values.
The click paths below are the same on desktop and mobile. The only visible difference is that on mobile the add and edit forms slide up from the bottom of the screen.
Manage categories
Categories are the catalogue's top-level buckets, what's called a kind in the underlying schema. Eight ship seeded; you can add as many of your own as you need.
Add a category
Click Catalogue in the left nav.
Click + Add Category at the top of the sidebar (or chip rail on mobile).
Fill in:
- Label, what you and the team will see in the sidebar and in autocomplete dropdowns.
- Description (optional), a one-line note about what belongs in this category.
- Key, auto-derived from the label and only for the system's internal use. You don't need to edit it; the form blocks duplicates so you'll know if the label collides with an existing category.
Save.
The new category appears in the sidebar and can be used as a source for autocomplete custom columns.
Rename or edit a category
Click the pencil icon next to a category in the sidebar (or tap a chip on mobile, then Edit category). Change the label or description and save.
Renaming a category doesn't update saved values on items. A row that has Brushed Nickel keeps that text even if you rename the category it came from. The rename only changes the label users see in the sidebar and in autocomplete groupings.
Delete a category
From the edit category form, choose Delete. Confirm. The category is removed and stops appearing in autocomplete dropdowns. Existing items that already have one of its values in their cells keep the value.
Manage values
A value is one entry inside a category: Brushed Nickel inside Colour, Kohler inside Brand.
Add a value
Pick the category in the sidebar (or chip rail) so its card opens on the right.
Click + Add value in the category card.
Fill in:
- Value, the label users will see in autocomplete dropdowns. Use the canonical form (Brushed Nickel, not brushed nickel).
- Note (optional), any extra context the team should see, like supplier, SKU, or "discontinued".
Save.
Edit a value
Click the pencil icon on a value's row (desktop) or tap the value card (mobile). Update the value or note. Save.
Renaming a value doesn't update what's already saved on items. A row that has Brushed Nickel keeps that text even if you rename the catalogue value. The rename only affects future autocomplete picks.
Delete a value
Open the value's edit form and choose Delete. The value stops appearing in autocomplete. Existing items that already have the value keep it.
Search and export
The category card has a search box that filters its values in real time, by value or note. The Export CSV button downloads the current (filtered) list. Useful for sharing a brand list with a supplier, or for auditing usage offline.
Merging duplicates
There's no automatic merge tool. The clean process:
Identify the canonical value (the one you want to keep).
For every duplicate, find the spec items using it (the row's usage count is your guide) and update them to the canonical value.
Delete the duplicate.
For high-traffic values with many usages, this can be tedious, pick your battles.
Usage tracking
Each value shows a usage count, how many spec items currently reference it. Use this to:
- Spot popular values (worth keeping current and well-named).
- Spot dead weight (zero usage = safe to delete).
- Sanity-check a rename or delete (high usage = think twice).
Who can do this
Any signed-in workspace member can add, edit, and delete categories and values. Treat the catalogue as a shared resource. Don't bulk-delete categories or rename heavily-used values without checking with the team.