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.

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

2. Click Edit above the Category field.

3. Select the category from the list.

4. Click Done to save the change.

Adding Categories

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

2. Click Edit above the Category field.

3. Click Add new category in the list.

4. On the Create category modal, type 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.

Renaming 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.

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

2. Click Edit above the Category field.

3. Click Manage categories.

4. Click Rename next to the category.

5. Edit the name as needed.

6. Click 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.

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

2. Click Edit above the Category field.

3. Click Manage categories.

4. Select the delete icon next to the category you want to delete.

5. Click Yes when prompted to confirm you want to delete the category.

6. Click Done.