--- title: "FlowGenie Categories" slug: "flowgenie-categories" updated: 2026-05-26T21:19:00Z published: 2026-05-26T21:19:00Z canonical: "docs.processmaker.com/flowgenie-categories" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # FlowGenie Categories Use FlowGenie Categories to organize your FlowGenies. This makes it easier to search for a FlowGenie based on its assigned category. You can assign multiple categories to a FlowGenie if necessary. --- ## View FlowGenie Categories **Permissions** Your user account or group membership must have the following permissions to view FlowGenie Categories unless your user account has the **Make this user a Super Admin** setting selected: - **FlowGenie**: View FlowGenie Categories - **FlowGenie**: View FlowGenie See the [FlowGenie](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) permissions or ask your Administrator for assistance. Follow these steps to view FlowGenie Categories: 1. [Log on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Designer** option from the top menu. The [Designer Welcome Screen](/v1/docs/designer-welcome-screen) displays. 3. In the **Assets** section, hover over the **FlowGenie** box. 4. Click the **View All Genies** button to view a list of Genies. 5. Click the **Categories** tab to view Genie categories. ![Genies List](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Genies.png) The **Categories** tab displays the following information in a tabular format: - **Name:** This column shows the name of the FlowGenie Category. If no category is selected, "Uncategorized" is displayed. - **Status:** This column shows the status of the FlowGenie Category. - **Active:** Active categories can have FlowGenies assigned to them. - **Inactive:** Inactive categories cannot have FlowGenies assigned to them. - **#FlowGenies:** This column shows the number of FlowGenies assigned to each category. - **Modified:** This column shows the date and time the category was last modified. - **Created:** This column shows the date and time the category was created. > [!NOTE] > - The displayed time zones are based on your ProcessMaker Platform instance, unless specified otherwise in your user profile settings. > - [Customize the Genie list](/v1/docs/designer-welcome-screen#navigating-asset-lists), including how to sort columns or how many items display per page. --- ## Create a New FlowGenie Category **Permissions** Your user account or group membership must have the following permissions to create a new FlowGenie Category unless your user account has the **Make this user a Super Admin** setting selected: - **FlowGenie**: Create FlowGenie Categories - **FlowGenie**: View FlowGenie Categories - **FlowGenie**: View FlowGenie See the [FlowGenie permissions](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) or ask your Administrator for assistance. Follow these steps to create a new FlowGenie Category: 1. [View your FlowGenie Categories](/v1/docs/flowgenie-categories#view-flowgenie-categories). 2. Click the **+Category** button. The **Create Category** window displays.![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(265).png) 3. In the **Category Name** setting, enter the name of the new FlowGenie Category. The name must be unique and can use apostrophe characters (') and spaces. This is a required setting. 4. From the **Status** drop-down menu, select one of the following options: - **Active**: Active FlowGenie Categories can have FlowGenie assigned to them. - **Inactive**: Inactive FlowGenie Categories cannot have FlowGenie assigned to them. This is a required setting. 5. Click **Save**. 6. The category will now be available to select when creating a new FlowGenie. --- ## Edit a FlowGenie Category **Permissions** Your user account or group membership must have the following permissions to create a new FlowGenie Category unless your user account has the **Make this user a Super Admin** setting selected: - **FlowGenie**: Create FlowGenie Categories - **FlowGenie**: View FlowGenie Categories - **FlowGenie**: View FlowGenie See the [FlowGenie permissions](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) or ask your Administrator for assistance. Follow these steps to edit a FlowGenie Category: 1. [View your FlowGenie Categories](/v1/docs/flowgenie-categories#view-flowgenie-categories). 2. Click the ![Ellipsis Icon](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis%20Icon.png) icon, and then select the **Edit Category** option for the FlowGenie Category to edit. The **Edit Category** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(266).png) 3. Edit the following information as necessary: - **Category Name**: Edit the name of the FlowGenie Category. The name must be unique and can use apostrophe characters (') and spaces. This is a required setting. - **Status**: From the drop-down menu, select one of the following options: - **Active**: Active FlowGenie Categories can have FlowGenie assigned to them. - **Inactive**: Inactive FlowGenie Categories cannot have FlowGenie assigned to them. This is a required setting. 4. Click **Save**. --- ## Delete a FlowGenie Category **Permissions** Your user account or group membership must have the following permissions to create a new FlowGenie Category unless your user account has the **Make this user a Super Admin** setting selected: - **FlowGenie**: Delete FlowGenie Categories - **FlowGenie**: View FlowGenie Categories - **FlowGenie**: View FlowGenie See the [FlowGenie permissions](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) or ask your Administrator for assistance. > [!WARNING] > To delete a FlowGenie Category, no FlowGenies can be assigned to it. If any FlowGenies are assigned to the FlowGenie Category, the **Delete** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/c3a51560-c0a8-4972-bc8d-8e920cb693dc.png) does not display. Reassign Genies to delete the category. Follow these steps to delete a FlowGenie Categories: 1. View your FlowGenie Categories. 2. Click the ![Ellipsis Icon](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis%20Icon.png) icon, and then select the **Delete Category** option for the FlowGenie Category to delete. A message displays to confirm deletion of the FlowGenie Category. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(267).png) 3. Click **Confirm**. The following message displays: **The category was deleted.** --- ## Search for a FlowGenie Category **Permissions** Your user account or group membership must have the following permissions to view FlowGenie Categories unless your user account has the **Make this user a Super Admin** setting selected: - **FlowGenie**: View FlowGenie Categories - **FlowGenie**: View FlowGenie See the [FlowGenie](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) permissions or ask your Administrator for assistance. Follow these steps to search for [FlowGenie Categories](/v1/docs/flowgenie-categories): 1. [View your FlowGenie Categories](/v1/docs/flowgenie-categories#view-flowgenie-categories). 2. Enter the text to filter FlowGenie Categories by name in the **Search** setting. 3. As you enter text into the **Search** setting, FlowGenie Categories that match your entered text will display. > [!NOTE] > If there are no search results, the following message displays: **No Results**.