7 Working with Categories (Release 9.2.3.3)

This chapter contains the following topics:

Understanding Categories

The Category Manager (P980058) application provides a way to view, add, edit, and delete categories that can then be attached to subscriptions so that users can group notifications with a common purpose or business goal. For example, they might want to group notifications by sales region or location. Category Manager enables you to provide preexisting categories to potential subscribers for this reason.

The categories created in Category Manager appear in a drop-down list in the Subscription Manager where subscribers can choose to use them. In Subscription Manager, subscribers can also create categories on the fly and share them for reuse by other users. For more information on Subscription Manager, see "Adding a Subscription" in the JD Edwards EnterpriseOne Tools Foundation Guide.

Note:

Use action security to disable a user's ability to add categories in both the Category Manager and Subscription Manager. If you disable the ability to add in Category Manager, the Share button will not appear in Subscription Manager either.

Working with Categories

Use the Category Manager to view, add, update, or delete categories. Category Manager can be accessed from the Navigator Menu by selecting EnterpriseOne Menus, EnterpriseOne Life Cycle Tools, and then Orchestrator Management.

Adding a Category

To add a category:

  1. In Category Manager, select Add.

  2. In the grid, provide values for the following columns in the first row:

    • Category. Required. A description of the category. This field is case-sensitive.

    • Category Type. Required. For subscriptions, use SUB. All other category types are for future use.

    • Language Code. For future use. Optional.

  3. Repeat these steps to add multiple categories.

  4. Click OK.

Note:

After clicking Add, you can also import many categories at once from a .csv file or Microsoft Excel, by using the standard grid import functionality.

Updating a Category

To update a category:

  1. In Category Manager, use the header fields or QBE line to find the category you want to update.

  2. Select Find.

  3. Place a checkmark in the row header of the category that you want to update and click Select.

  4. Make any updates.

  5. Click OK.

Deleting a Category

To update a category:

  1. In Category Manager, use the header fields or QBE line to find the category you want to update.

  2. Select Find.

  3. Select the row for the category that you want to delete.

  4. Select Delete.

  5. Click OK to confirm that you want to delete the selected item.