Setting Up Standard Comment Categories and Subcategories

This topic discusses how to set up Standard Comment Categories and Subcategories.

Setting Up Standard Comment Categories and Subcategories

You set up the comments categories and subcategories on the Application Category page.

1. Select Comments Setup > Comment Categories.

   On the Application Category page, click Add to add a new category.

2. On the Application Category Details page, you add values to all these fields:

   Field Name	Description
   Application Category	Enter a category.
   Description	Enter a description for the category. This description displays detailed information about the category when searching for categories.

3. Turn on the Enabled switch if you want to enable this category when you save it. The switch is turned off by default for a new category.

4. In the Application Groups section, you can include application groups that you want this category to be available for. Click Add to open the Application Group Details page, select the application group.

5. Turn on the Enabled switch if you want to enable the selected group when you save the page.

6. Click Save to save the newly added application group and return to the Application Category Details page.

7. To add an application subcategory, select the Application Subcategories section and click Add.

8. On the Application Subcategory Details page, you add values to all these fields:

   Field Name	Description
   Application Subcategory	Enter a subcategory
   Description	Enter a description for the subcategory. This description displays detailed information about the subcategory when searching for subcategories.

9. Turn on the Enabled switch if you want to enable this subcategory when you save it. The switch is turned off by default for a new subcategory.

10. Click Save to save the newly added application subcategory and return to the Application Category Details page.

11. Click Save to save the record and return to the Application Category page.

Modifying Standard Comment Categories and Subcategories

You modify the comments categories and subcategories on the Application Category Details page.

1. Select Comments Setup > Comment Categories.

2. On the Application Category page, click the chevron on a category line to select and modify the category.

3. On the Application Category Details page, enter new values in the Application Category and Description fields.

4. Verify that the Enabled switch is turned on if you want to enable this category when you save it.

5. Use the Application Groups section to select the application group that you want this category to be available for.

6. In the Application Subcategories section, you can edit the application subcategories.

7. Click Save to save the changes. You can use the Delete button to delete the category.