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  1. Create the entity type or select an existing entity type to edit.

  2. Select Edit in the Entity type details section.

  3. Select the category from the list.

  4. Select Done to save the change.

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Adding Categories

  1. Create the entity type or select an existing entity type to edit.

  2. Select Edit in the Entity type details section.

  3. Select Add new category from the list. The Add category modal displays.

  4. In Name, enter a name for the category you are creating. This name will be displayed in the user interface.

  5. Select Done.

  6. The new category is automatically assigned to the current entity type.

  7. Select Done to save to apply the category to the entity type.

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  1. Create the entity type or select an existing entity type to edit.

  2. Select Edit in the Entity type details section.

  3. Select Manage categories. The Manage categories modal displays.

  4. Select Edit next to the category you want to edit.

  5. Edit the name as needed.

  6. Select Done.

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Deleting Categories

You can delete categories so they can no longer be used in the application. If there are entity types assigned to the category you delete, they will be reassigned to the General category.

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