Create a classification tree

You can use classification in all channels, challenges, and workshops. In this article, we will go through how to create workspace-wide classification trees and how to put them to use.

⚠️ You can only create and edit classification trees if you have an Admin or Owner-level role in the workspace.

Classification tree is a system-wide classification. You can create different classification trees to suit your needs and add them to all channels you like. With classification trees, you can manage the proposals better since you can look for all the ideas with that classification on from all the channels you want. Classification tree can also be added to channel's management forms.

In this classification tree guide, we'll cover:

  1. How to create a classification tree.
  2. How to add classification to a channel
  3. How to add a classification filter to the channel feed

Creating a classification tree

  1. Navigate to Workspace settings by clicking the sprocket icon in the right top corner of Orchidea.

  2. Click Classification in left navigation

  3. To start creating your classification, click + Create a new classification.

  4. Add a name to you classification.
  5. By clicking + sign next to the name, you can add new categories to your classification tree and by clicking + next to the categories you can create subcategories. You can create as many categories as you want and you can delete them by clicking .
  6. Name the categories and finally press Save.
  7. You can also edit the existing categories by clicking or delete them by pressing

Adding a classification to a channel


You can add the classification to all the forms you want to any channel, challenge or workshop. you want. When you have created one, you can add it to channels, challenges and workshops by following these steps:

  1. Go to the channel or challenge where you want to add the classification.
  2. Click + Create proposal.
  3. Press Edit form on the right.
  4. Add the classification to a form from the list in right by dragging it to the form with your cursor. If you can't find it, click + Add new field, select classification tree as a type, add a name and find the classification you want. Finally click Create and save the changes you made.


Add a classification filter to the channel feed

By adding the classification tree on the right side of your channel, you can filter the proposals you want. To add the classification follow the next steps:

  1. Go to the channel of your choice.
  2. Press on the right side of the page.
  3. From the opening menu click .
  4. From General page go on to the Settings tab.
  5. Press Set classification.

  6. Select the classification tree of your choice.
  7. To save the changes click Submit. It will pop on the right side of your screen. By pressing the classification of your choice, it will only show the proposals that have been submitted to said category on your feed. Here's how it will show up on your channel:

💡 Determine the classification as mandatory to make sure each idea will be classified.