Categories in XTRF Platform are labels used to organize your data. You can create category and apply it to any given item to structure your data and easier use of XTRF Platform. There is a set of default Categories available in the Home Portal. The article guides you how to add a new Category to your XTRF Platform.
Add a New Category
To add a new Category in XTRF Platform, perform the following steps:
Please bear in mind that you need to predefine the system values to use them in XTRF Platform.
|Sign in to the Home Portal of XTRF Platform.|
|In the accordion menu click the System Values: Advanced and then select the Categories.|
|Click the +Add button.|
|In the Name field provide a unique name of the new Category.|
|(Optional) Select the Active checkbox if this Category should be available for use in your Home Portal.|
|(Optional) Select the Preferred Item checkbox if this Category should be located on the top of all drop-down menus and selection lists in your Home Portal.|
|(Optional) In the Applicable to multi-selection field add item type(s) which this Category should be available for. Double-click on an item type in the Available Items list in order to add it to the Selected Items list.|
Click the Save button. You have added the new Category in the Home Portal.