Category Configurations
You can configure Script Category and Workflow Category in the Category Configurations screen. Script Category is used while creating a new Script and Workflow Category is used while creating a new Workflow configuration.
Figure: Category Configurations
To configure a new Category
Perform the following steps to configure a new category:
- Select Category Configurations. The Category Configurations page is displayed.
- To create a new category, select the Category Type.
- On the Category Configurations page, specify all the fields to configure a new category. For more information on the fields of Category Configurations page see, Field Description.
- Click Save. A new category configuration is configured.
To update an existing Category
Perform the following steps to update an existing category:
- Select Category Configurations. The Category Configurations page is displayed.
- To update an already existing category, select the category from the category list displayed under Category tab.
- On the Category Configurations page, specify all the required fields to update an existing category. For more information on the fields of Category Configurations page see, Field Description.
- Click Save. The category configuration is updated.
To view Change/Audit history
Perform the following steps to view change/audit history:
- Select Category Configurations. The Category Configurations page is displayed.
- Click the Change History icon from the right pane. The Change History List page is displayed.
Verify the old and new value from the same list page.
Note
Any change pertaining to Category Details such as Category Type, Category Name, Parent Category, and Active toggle switch will be captured and displayed in the Change History List.
Figure: Change History List page
Field Description
The following table describes the fields on the Category Configurations page:
Fields | Description |
Category Details | |
Category Name | Specify the category name. |
Category Type | Select the Category for which you want to do the configuration. Available options are as follows:
By default, pre-defined script categories and workflow categories will be populated. |
Parent Category | Search and specify the parent category. |
Active | Select Active to display all active categories. |
Inactive | Select Inactive to include inactive categories along with active categories. Inactive categories will be displayed with a red vertical bar prior to category name in the tree view list. A sample screenshot is shown below:
Figure: Inactive Category Display |
| Change History | Captures the changes done in Category Configuration. Displays the Property/Field Name, Old Value, New Value, Updated By, and Updated Date. |
