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How do I create a new category?

Categories are used to sort and organize information.. You can create new and configure existing categories in System settings.

We use categories to keep track of the information in. Categories define what something is. Categories control the Icon, type, properties, and more.

Add a new Site Object category:

1. Go to "System settings."
2. Navigate to "Site Objects" and select "Categories."
3. Click "Add."

The image shows how to create a category

4. Enter a name.
5. Choose an appropriate icon.
6. Enter a description of the category's purpose.
7. Go to the "Types" tab. You need to have at least one type.

The image shows how to enter information for a category.

8. Add a type.

The image shows how you add a new type

9. Under the "Appearance" tab you can decide visual appearance of the card and show as value. For instance, select "Show records of this category as" and choose "Number Name".
10. Click "OK."
11. Close System Settings.

The image shows how you choose how you want to display records