How to edit categories

The Category page shows all categories.

  1. From the main menu, select Administration > Master Data > Categories.

  2. The Categories page lists all categories arranged in column format. You may search for a category by entering a text string in the search box at the top of the column.

  3. Select the category you want to edit.

  4. Click the drop-down arrow on the right of the category.

    1. Click Edit to edit the category.

    2. If required, click Deactivate to make the category inactive, or Activate to make the category active.

  5. Click Save.

  6. Click Back to return to Categories.

Note  

  • If you deactivate a category, this automatically also deactivates any of its subcategories. This does not affect existing records. However, while the category is inactive, a user will be unable to select it when creating a new record.

  • If you activate a category, this automatically also activates any parent category it has.

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