Setting Categories

Set categories to categorize request forms.
The following categories are preset in advance: They cannot be changed, moved, and deleted.

  • (Root):
    "(Root)" is the top-level category that categories created by system administrators are under it.
  • (Uncategorized):
    The category contains request forms not categorized in any categories system administrators created.

Categories are displayed on the screen to create requests (select request forms) of users.

Image with categories displayed on the request creation screen

Adding Categories

Add categories. Categories can be layered.
You cannot add subcategories under "(Uncategorized)".

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click "Workflow".

  5. Click "Request Form" list.

  6. On the "Request Form" screen, click to add a category.

    To add subcategories, select the parent category, and then click to add categories.
    Image of add category link surrounded by a red rectangle box

  7. On the "Add Categories" screen, enter the category name in "Subject" field.

    You should set category names.
    Clicking "Add localized name" allows you to set category names in multiple languages.
    If you do not set the category name in the user preference language, the default category name is displayed.
    The following languages can be set:

    • 日本語
    • English
    • Simplified Chinese
    • Traditional Chinese
      Exported in Traditional Chinese.
    Image of entering a category name

  8. Enter the category code field.

    You should set the category code.
    This is a unique code for identifying categories.
    Image of entering a category code

  9. Optionally, enter a description of the category in the memo field.

    Image of entering memo field

    Contents entered in this field are displayed on the screen to create requests (select request forms) of users.
    Image of memo on the request screen

  10. Confirm your settings and click "Add".

Changing Categories

Change the settings of a category.
You cannot change "(root)" and "(Uncategorized)".

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click "Workflow".

  5. Click "Request Form" list.

  6. On the "Request Form" list screen, select a category and click "Details".

    Image of the details action link surrounded by the red rectangle box

  7. On the screen for category details, click "Save".

    Image of an edit action link surrounded by a red frame

  8. On the screen to change categories, set the necessary items.

  9. Confirm your settings and click "Save".

Moving Categories

Move categories.
When you move categories, request forms and its subcategories in the category are also moved.
"(Root)" and "(Uncategorized)" cannot be moved.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click "Workflow".

  5. Click "Request Form" list.

  6. On the "Request Form" list screen, select the category to move, and click "Details".

    Image of the details action link surrounded by the red rectangle box

  7. On the screen for category details, click "Move".

    Image of a move action link surrounded by a red frame

  8. On the screen to move categories, select the parent category to move to.

    You can search for categories to move categories into by entering keywords and clicking "Category search".
    Clicking on a category name moves you to the subcategory of the category you clicked.
    Screen to move categories

  9. Confirm your settings and click "Move".

Reordering Subcategories

Reorder subcategories.
You cannot change the orders for "(Root)" and "(Uncategorized)".

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click "Workflow".

  5. Click "Request Form" list.

  6. On the "Request Form" list screen, select the category to reorder subcategories, and then click "Details".

    Image of the details action link surrounded by the red rectangle box

  7. On the screen for category details, click the item to reorder subcategories.

    Image of reordering subcategories action link enclosed in a red frame

  8. On the screen to reorder subcategories, reorder the display order.

    Screen to reorder subcategories

  9. Confirm your settings and click "Save".

Deleting Categories

Delete categories.
Deleting categories deletes subcategories in them. Request forms in the deleted categories and subcategories are moved to "(Uncategorized)".
You cannot delete "(root)" and "(Uncategorized)".

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click "Workflow".

  5. Click "Request Form" list.

  6. On the "Request Form" list screen, select a category and click "Details".

    Image of the details action link surrounded by the red rectangle box

  7. On the screen for category details, click "Delete".

    Image of a delete action link surrounded by a red frame

  8. Click "Yes" on the page to delete categories.