• 日本語
  • 中文(简体)
Your Web browser is not supported.
Some functions may not work correctly.
  • Installation
  • Administrator
  • Users
  • Learning with Videos
  • Guides by Purpose
  • Options

Search by Features

Basic System

  • Video: Tips for Basic System
  • Accessing to Administration Settings and Administration Screens
  • About User Permissions
  • Users
  • Authentication
  • Single Sign-On
  • Application
  • File
  • Screens
  • Calendars
  • Logging
  • Licenses
  • External Server
  • Localization
  • API
  • JavaScript and CSS Customization
  • Queue Monitoring

Application

  • Portal
  • Space
  • Bookmarks
  • Scheduler
  • Messages
  • Bulletin Board
  • Cabinet
  • Notes
  • Phone Messages
  • Timesheet
  • Address Book
  • E-mail
  • Workflow
  • MultiReport
  • Cybozu Online Service
  • Presence indicators
  • Favorite
  • Notifications
  • KUNAI
  • Respond
  • Cybozu Office / Dezie Connector
  • Image Assets

Maintenance

  • Scheduling Service
  • Backup and Restore
  • Server Migration
  • Exclusion Settings of Anti-virus Software
  • Using the Command Line

Specifications

  • Specifications for Search
  • Time Zone
  • File List for Importing/Exporting
  • CSV File Format
  • Feature and Application Default Value List
  • List of Maximum Number of Input Characters
Application
Workflow
  • Video: Tips for Workflow
    • How to Register Workflow Requests Automatically into Scheduler
    • Making Workflow Request Data Public
    • How to Set up Workflows
      • 1. Introduction
      • 2. For Beginners (1): Creating Request Forms
      • 3. For Beginners (2): Creating Approval Routes
      • 4. For Intermediate Users (1): Categories, Access Permissions, Settings to Make Request Data Public, and Setting Up Superiors
      • 5. For Intermediate Users (2): General Settings
      • 6. For Requests and Approvals
  • The first thing to check in the workflow
    • Workflow characteristics
      • Image of Processing Requests
      • Workflow Terminology
    • Workflow Settings Flow
    • General Workflow Settings
      • Setting up Annual Changeover of Request/Approval Numbers
      • Allowing Sent Back
      • Allowing Applicants to Change Routes
      • Allowing Operational Administrators to Change Routes
      • Allow System Administrator to Reroute
      • Allowing to Use Pending Approval
      • Allowing Proxy Requests
      • Allowing Proxy Approval
      • Allowing Users to Set Proxy
      • Allowing Users to Use E-mail Notifications
      • Setting Character Encoding for Automatic Export
      • Allowing Customizations Using JavaScript and CSS
    • Setting up Proxies
  • Managing Categories
    • Setting Categories
      • Adding Categories
      • Changing Categories
      • Moving Categories
      • Reordering Subcategories
      • Deleting Categories
    • Setting Up Access Permissions for Categories
      • Setting User Rights
      • Deleting User Rights
        • Selecting and Deleting User Rights
        • Deleting All User Rights
    • Settings to Make Request Data Public
      • Setting Visibilities
      • Deleting Visibilities
        • Selecting and Deleting Visibilities
        • Deleting All Visibilities
    • Setting Up Operational Administrative Privileges for Shared Categories
      • Adding Operational Administrative Privileges
      • Deleting Operational Administrative Privileges
        • Selecting and Deleting Operational Administrative Privileges
        • Deleting All Operational Administrative Privileges
  • Setting up shared routes
    • Differences between shared and dedicated routes
    • Adding a shared route
    • Changing the shared route
      • Changing Notes for Administrators
      • Changing Route Information
    • Approval Route Settings (Shared Route)
      • Adding Route Steps
      • Setting Default Values for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting Default Value to "(omitted)"
        • Allowing Applicants to Change Default Values
        • Selecting and Deleting Default Values
        • Deleting All Default Values
      • Changing Route Steps
      • Reorder Route Steps
      • Deleting Route Steps
        • Deleting Route Steps One by One
        • Deleting Multiple Route Steps in Bulk
    • Acknowledgement Route Settings (Shared Routes)
      • Adding Route Steps
      • Setting Default Values for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting Default Value to "(omitted)"
        • Allowing Applicants to Change Default Values
        • Selecting and Deleting Default Values
        • Deleting All Default Values
      • Changing Route Steps
      • Reorder Route Steps
      • Deleting Route Steps
        • Deleting Route Steps One by One
        • Deleting Multiple Route Steps in Bulk
    • Deleting shared routes and separators
      • Deleting Shared Routes One by One
      • Delete Multiple Shared Routes and Dividers
    • Settings in Shared Routes List
      • Adding Dividers to Shared Route List
      • Reordering Shared Routes List
      • Referencing a Request Form Using a Shared Route
  • Setting up Request Forms
    • Flow for Creating Request Forms
    • Adding Request Forms
    • Copying Request Forms
    • Changing Request Forms
      • Changing Notes for Administrators
      • Changing Request Form Information
      • Changing Request Form Icons
    • Request & Approval Numbering
      • Request/Approval Number Format
      • Initializing Request Numbers
      • Initializing Approval Numbers
    • Moving Request Forms
    • Deleting Request Forms and Separator Lines
      • Deleting Request Forms One by One
      • Deleting Multiple Request Forms and Dividers in Bulk
      • Deleting All Request Forms and Dividers in a Category
    • Setting up Request Form Lists
      • Adding a Dividers to Request Form List
      • Reordering Request Forms
    • Enabling Request Forms
      • Disabling Request Forms
  • Setting up Items in Request Forms
    • Adding Items
    • Item Types
      • String (One Line)
      • String (Multiple Lines)
      • Menu
      • Radio Button
      • Checkbox
      • Number
      • Auto Calculation
      • Date
      • Attachment
      • Route Navigation
    • Copying Items
    • Adding Empty Lines
    • Changing Items
    • Reordering Items and Empty Lines
    • Deleting Items and Empty Lines
      • Deleting Items One by One
      • Deleting Multiple Items and Empty Lines in Bulk
      • Deleting All Items and Empty Lines in the Request Form
    • Setting Access Permissions for Items
    • Previewing Request Forms
    • Auto add to Scheduler
  • Setting up Route Information
    • Applying a shared route
    • Setting up Dedicated Routes
    • Changing Dedicated Routes
      • Changing Notes for Administrators
      • Changing Route Information
    • Approval Route Settings (Dedicated Routes)
      • Adding Route Steps
      • Setting Default Values for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting Default Value to "(omitted)"
        • Allowing Applicants to Change Default Values
        • Selecting and Deleting Default Values
        • Deleting All Default Values
      • Changing Route Steps
      • Reorder Route Steps
      • Deleting Route Steps
        • Deleting Route Steps One by One
        • Deleting Multiple Route Steps in Bulk
    • Acknowledgement Route Settings (Dedicated Routes)
      • Adding Route Steps
      • Setting Default Values for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting Default Value to "(omitted)"
        • Allowing Applicants to Change Default Values
        • Selecting and Deleting Default Values
        • Deleting All Default Values
      • Changing Route Steps
      • Reorder Route Steps
      • Deleting Route Steps
        • Deleting Route Steps One by One
        • Deleting Multiple Route Steps in Bulk
    • Shared private route
    • Route Preview
    • Referencing a request form using a private route
  • Setting up Route branching
    • Setting up Route branching information
      • Deleting Route Branching Information
    • Setting route branching conditions
      • Adding Route Branching Conditions
      • Changing Route Branching Conditions
      • Reorder Route Branching Conditions
      • Deleting Route Branching Conditions
        • Deleting Route Branching Conditions One by One
        • Deleting Multiple Route Branching Conditions in Bulk
  • Managing Request Data
    • View Request data
    • Print request data
    • Changing Route steps
      • Checking the Route Change History
    • Delete request data
      • Deleting Request Data One by One
      • Deleting Multiple Request Data in Bulk
      • Delete All Data from the Request Form
  • Managing Data Using Files
    • Managing Workflows Using CSV Files
      • Importing Data from a CSV File
      • Exporting Data to a CSV File
    • Managing Shared Routes Using XML Files
      • Importing Data from an XML File
      • Exporting Data to an XML File
    • Managing Request Forms Using XML Files
      • Importing Data from an XML File
      • Exporting Data to an XML File
    • Exporting Request Data to a CSV File
    • Exporting Request Data to a CSV File Automatically
Machine-Translations Disclaimer
  • Top
  • Administrator
  • Application
  • Workflow
  • Managing Categories

Managing Categories

This section describes how to set up categories to categorize request forms.
User rights and operational administrators can be set for each category.

References
  • Adding Categories
  • Setting Up Access Permissions for Categories
  • Settings to Make Request Data Public
  • Setting Up Operational Administrative Privileges for Shared Categories
Was this information helpful?
  • Trademarks of Other Companies
  • Privacy Policy
  • Cybozu, Inc. (Japan)
  • Product Sites
  • Sitemap
  • Frequently Asked Questions
  • cybozu developer network
The names of the services and products used herein are the registered trademarks or trademarks of their respective companies.