1.3.1.1.1. Category Management

Category Management refers to selecting different management options available for a category:

Add new category

There are two ways in which you can create a new category from Administrator.

Go to Home > Overview menu, click on the Actions drop-down list and choose the New category option.

The New category window will open.

enter a category name
enter at least 5 characters for the description
browse for an image to associate with the category
select the language (the user can choose from english and german)
click on the OK button to save.

The second way is to right-click over an existing category and choose the Add new category option from the context menu.

The New category window will open.

enter a category name
enter at least 5 characters for the description
browse for an image to associate with the category
select the language (the user can choose from english and german)
click on the OK button to save

To create a sub-category, select a category, click on the Actions drop-down list and choose the Add new subcategory option.

The New category window will open.

enter a category name
enter at least 5 characters for the description
browse for an image to associate with the category
select the language (the user can choose from english and german)
click on the OK button to save

Edit Category

A category can be edited by selecting it, right-clicking over it and selecting the Edit option from the context menu.

The Edit Category window will open.

edit the name of the category
edit the description of the category
change the category image
select the language (the user can choose from english and german)
click OK to save the changes

Delete Category

A category can be deleted by selecting it, right-clicking over it and selecting the Delete option from the context menu.

If the category does not contain any workflows that prevent the deletion of the category, a confirmation window will open. In order to finalize the deletion of the category, click on Yes button on the confirmation window.

If the category contains workflows that prevent deletion, a Warning window will open:

Assign Category Timestamp Rights

In order to assign permissions that will apply for all timestamps in a category for a group/user predefined in Security Groups area, right-click a category and select the Assign timestamp rights option to open the Edit rights dialog:

The Edit rights window will open:

After the users/groups are checked, click on Save button.

In order to verify that the permissions have been added to the category timestamps, click on a timestamp inside the selected category and go to User assignments tab.

Export Category

Users can export the entire content of a category (subcategories and workflows) for future use.

This can be done by selecting the category, right-clicking over it and selecting the Export option from the context menu.

Once clicked, a Save as window appears for the user to select the export destination

Select a location where you want the category to be exported and click Save.

The actual export will consist of a folder-tree that mirrors the [category - subcategories – workflows display Names – workflows versions – workflows timestamps] structure in Administrator.

The actual workflows will be exported as [workflowName].zip files that will contain:

the workflow .xaml file
a details.txt file (containing the display name, description and version)
the workflow’s icon as a .bmp file of format [workflow_name].bmp
optional, a parameters profile .xml file.
the workflow's screenshot
the workflow's execution logs, if any