Step 1: Creating a Category with the Category Wizard

To create a category with the Category Wizard:

  1. In the Setup list, select Setup.
  2. In the Setup field, select Categories.
  3. In the navigation pane, select the folder to which you want to add the category.
  4. From the New list, select Category.

    The Category Wizard appears.

  5. In each tab of the Category Wizard, add and edit information for the category.

Related Topics

Creating or Editing a Category

Step 2: Entering General Category Information

Step 3: Defining Category Properties

Step 4: Setting Up a Schedule

Step 5: Entering Data Source Information

Step 6: Entering Dashboard Information

Step 7: Viewing In Folders Information

Step 8: Defining Security Permissions

Step 9: Entering Knowledge Information

Editing a Category



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Last Published Thursday, December 10, 2020