Categories

App Portal 2013 R2

Categories are used to organize objects. Categories are specified on the following subnodes of Site Management > Categories:

Catalog Categories 
Command Categories 
Inventory Categories 
Note Categories  
Purchase Categories  
Report Categories  

Catalog Categories Subview of Site Management > Categories

Buttons

The Categories subviews include the following buttons:

Categories Subviews Buttons

Item

Description

Add Category

Enter a name for a new category. If you wish to make the new category a child of an existing category, highlight the category you wish to be the parent before selecting Add Category.

Delete Category

Deletes the highlighted category. Any request within the deleted category will be moved to the top most category.

Set Category Owner

Use to specify an owner of a category. Category owners can manipulate the applications within their categories. Owners access their categories on the Profile > My Categories tab.

Set Category Security

To apply security to a category, highlight the category and click Set Category Security. Then, on the Category Security dialog box, specify the Groups, OUs, property values, or collections you wish to access the category. For more information, see Creating a Catalog Category.

Context Menu Commands

The following context menu (right-click menu) commands are available in the Categories subviews:

Categories Subviews / Context Menu Commands

Item

Description

Move to root

If you wish to make a child category a root category, highlight the child category and select Move to root from the context menu.

Rename

Use to rename a category.

Delete

Use to delete a category.

Set owner

Use to specify an owner of a category. Category owners can manipulate the applications within their categories.

Set security

Use to apply security to a category.

Adjusting Tree Items

You can use the following methods to adjust the items in the tree:

Adjusting Tree Items

Method

Description

Use “drag and drop” to re-parent a category

The category tree supports drag and drop. If you wish to move a category to another place in the tree, drag it to the new location and release the mouse button

Expand a category by default

If you wish to have part of the category expand automatically, select the check box next to the category you wish to expand.

Direct link

When a category is highlighted the direct URL to that category is presented. When entered, the catalog will display items within that category by default and the category will be selected.