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Add a category

Add a category

Owned by Oksana Vishchuk
Last updated: Apr 18, 2024 by Damian Rozmiarkowski
1 min read

  1. Go to the Configuration menu → System Values: Advanced → Categories.

    Categories.png

  2. Click the Add button on top of the Categories table. You will be directed to the Add Category page.

    CAT2 (2).png

  3. In the Name field, provide the name of the new category.

  4. Decide whether this category should be Active and thus selectable.

  5. Decide whether this category should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  6. In the Applicable to section, select to which Home Portal entities this category should be applied. Double-click on the entity to move it to the Selected Items or Available Items list, or use the buttons between the lists.

  7. Click the Save button.

 

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