Add a file reference to a category/list page

Applicable to: category pages | Skill level: intermediate

Goal: Make a file display as a block on a category page, like so:

file on category page


The steps below explain how to create a reference [reference icon] to a file, so that the file's descriptive data (title, description and summary) appear on a category/list page. The file itself still lives in the _files directory.

Steps

  1. Make sure the file has the proper descriptive data.

    • file settingsNavigate to your file in the "_files" directory (or upload it there) and go to Edit.
    • Enter a title. The title does not need to include the file type, which will be automatically added on the category/list page.
    • If you have a short summary or teaser sentence (under 200 characters), enter it in the Summary field.
    • If applicable, enter a date, policy number or subtitle in the Description field.
    • Submit.
  2. Create a reference to the file in the folder containing the index page on which you want it to display.

    • Click on the “More” tab and choose “Reference.”
      create a reference
    • Leave the System Name for the reference the same as the filename (unless you need it to be more descriptive).
    • For the Parent Folder, select the folder that houses the page you want the file to appear on.
    • Confirm and submit. Cascade will then take you to the parent folder you selected, with the reference now displayed.
      file reference
    • Preview your category page (the index page of the parent folder) and verify that the file now displays on the page.