Categories

Categories and subcategories are subfolders created within a library in order to organize automations within that library. With categories and subcategories, you can build your catalog structure using what ever attributes are most useful for your company (e.g., by application, by department, etc.)

Creating a category

Follow these steps to create a new category or subcategory:

1. In the Catalog pane, select the library or category in which you want to create a new category (or subcategory)

2. Do one of the following:

   • From the menu bar, select Catalog > New category

   • Right-click the library or category and select New Category

3. In the Properties pane, in the General tab, do the following:

   • To change the category name, type a name in the Name field

   • (Optional) In the Description field, type a description that will be helpful in identifying the automations that the category contains

   • (Optional) In the Comments field, type any relevant comments you have about the category

4. Save your changes by clicking Apply