Managing Categories
- Andrea Harvey
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Overview
Categories identify the type of data being detected. DryvIQ comes with the five default categories: Financial, General, Privacy, Regulation, and Technology. You can also create custom categories if one of the default categories doesn’t capture what your entity type will be identifying. Preinstalled entity types will be assigned a corresponding default category. All custom entity types you create default to “General,” so you will need to edit the category if a specific category needs to be used.
Assigning Categories
Preinstalled entity types will be assigned a corresponding default category. All custom entity types you create default to “General.” You can choose a different category when creating the entity type or change the category for an existing entity type using the same process.
Create the entity type or select an existing entity type to edit.
Select Edit in the Entity type details section.
Select the category from the list.
Select Done to save the change.
Adding Categories
Create the entity type or select an existing entity type to edit.
Select Edit in the Entity type details section.
Select Add new category from the list. The Add category modal displays.
In Name, enter a name for the category you are creating. This name will be displayed in the user interface.
Select Done.
The new category is automatically assigned to the current entity type.
Select Done to save to apply the category to the entity type.
Editing Categories
Editing a category allows you to edit the name that displays is the user interface. You can edit custom categories as well as the predefined categories.
Create the entity type or select an existing entity type to edit.
Select Edit in the Entity type details section.
Select Manage categories. The Manage categories modal displays.
Select Edit next to the category you want to edit.
Edit the name as needed.
Select Done.
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.
Create the entity type or select an existing entity type to edit.
Select Edit in the Entity type details section.
Select Manage categories. The Manage categories modal displays.
Select Edit next to the category you want to delete.
Select Delete category.
You are prompted to confirm you want to delete the category. Select Yes to delete the category (or No to cancel the action).
Select Done.