Integrate

Create Categories

A category is a grouping of templates and processes and is used for organizational and management purposes.

NOTE: An Administrator must assign security keys to a role every time a new category is created in Integrate.

To create a category:

  1. Select Categories from Navigation pane.

  2. Click Add on Page toolbar.

    View the field descriptions for the Categories page.

  3. Enter a category name in CATEGORY.
  4. Enter a category description in DESCRIPTION.
  5. Click Save.

After creating a category, create a template for the category. Refer to Create a Basic Template for more information.

NOTE: To delete a category, no processes or templates can be assigned to the category.