Extend Service Request Categories

You can define and add fields to the service request category object.

You can also write triggers on categories and set additional properties on a category to help implement configuration changes. For example, you can set a property that controls whether a category is visible to outside visitors on your Support website.

The following features will be addressed in a future release:

• Extensibility of the UI for managing categories

• Executing object workflow when a category is added or updated

To define and add fields to the category object:

1. Sign in as an administrator.

2. Click Navigator > Configuration > Sandboxes. You can either create a new sandbox, or use an existing one and set it to active.

3. After you activate the sandbox, from the Navigation panel, go to Application Composer.

4. In the Application Composer, select CRM Cloud from the Application drop-down list.

5. In the search box for Object name, type Categories and click the search icon.

6. From the Standard Objects list, select Category.

   Note: Select the first instance of Category. Also check whether the name displayed in the Object Information region is SrCategoryVO.

7. Expand the Category object and click Fields.

8. On the Fields page, in the Custom tab, click Create to add an administrator-defined field.

9. Complete the steps as required.