--- title: "PM Block Categories" slug: "pm-block-categories" updated: 2025-04-17T19:28:54Z published: 2025-04-17T19:28:54Z canonical: "docs.processmaker.com/pm-block-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. # PM Block Categories ## What are PM Block Categories? Use PM Block Categories to organize your PM Blocks. Organizing your PM Blocks into Categories makes it easier to search for a PM Block based on its assigned Category. Assign multiple PM Block Categories to a PM Block if necessary. For example, assign a PM Block named "Photo Capture and Intelligent Document Processing (IDP)" to the "Banking" and "Human Resources" PM Block Categories. ## View PM Block Categories **Permissions** Your user account or group membership must have the following permissions to view PM Block Categories unless your user account has the **Make this user a Super Admin** setting selected: - PM Blocks: View PM Block Categories - PM Blocks: View PM Blocks See the [PM Blocks](/v1/docs/permission-descriptions-for-users-and-groups#pm-blocks) permissions or ask your Administrator for assistance. Follow these steps to view PM Block 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. Click the **PM Blocks** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/d12b3d38-07ef-4a76-9ef4-e70fd25a8830.png) from the left sidebar. The **PM Blocks** tab displays all PM Blocks in the **PM Blocks** page. 4. Click the **Categories** tab. The PM Blocks Categories display. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/PM Block Categories.png) **Columns in the Categories list** The **Categories** tab displays the following information in tabular format about PM Block Categories: - **Name:** The **Name** column displays the name of the PM Block Category. The PM Block Category named **Uncategorized** is the default Category. - **Status:** The **Status** column displays the status of the PM Block Category. Below is a description of each status: - **Active:** Active PM Block Categories can have PM Blocks assigned to them. The PM Block Category named **Uncategorized** is active by default. - **Inactive:** Inactive PM Block Categories cannot have PM Blocks assigned to them. - **PM Blocks:** The **# PM Blocks** column displays how many PM Blocks in your organization have been assigned to that PM Block Category. - **Modified:** The **Modified** column displays the date and time the PM Block Category was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-processmaker-settings) **Time zone** setting is specified. - **Created:** The **Created** column displays the date and time the PM Block Category was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-processmaker-settings) **Time zone** setting is specified. - Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu to do one of the following actions: - Click the **Edit Category** option to [edit a PM Block category](/v1/docs/pm-block-categories#edit-a-pm-block-category). - Click the **Delete Category** to [remove a PM Block category](/v1/docs/pm-block-categories#delete-a-pm-block-category). 5. Click the **Search** field to [search for a PM Block category](/v1/docs/pm-block-categories#search-for-a-pm-block-category). 6. Click the column arrows to [sort columns or how many items display per page](/v1/docs/designer-welcome-screen#navigating-asset-lists). 7. Click the **+Category** to [create a PM Block category](/v1/docs/pm-block-categories#create-a-new-pm-block-category). > [!NOTE] > No PM Block Categories? > > If no PM Block Categories exist, the following message displays: **No Results** ## Search for a PM Block Category **Permissions** Your user account or group membership must have the following permissions to search for a PM Block Category unless your user account has the **Make this user a Super Admin** setting selected: - PM Blocks: View PM Block Categories - PM Blocks: View PM Blocks See the [PM Blocks](/v1/docs/permission-descriptions-for-users-and-groups#pm-blocks) permissions or ask your Administrator for assistance. Follow these steps to search for [PM Block Categories](/v1/docs/pm-block-categories): 1. [View your PM Block Categories](/v1/docs/pm-block-categories#view-pm-block-categories). 2. Enter in the **Search** setting the text to filter PM Block Categories by name. 3. As you enter text into the **Search** setting, PM Block Categories display that match your entered text. ## Create a New PM Block Category **Permissions** Your user account or group membership must have the following permissions to create a new PM Block Category unless your user account has the **Make this user a Super Admin** setting selected: - PM Blocks: Create PM Block Categories - PM Blocks: View PM Block Categories - PM Blocks: View PM Blocks See the [PM Blocks](/v1/docs/permission-descriptions-for-users-and-groups#pm-blocks) permissions or ask your Administrator for assistance. Follow these steps to create a new [PM Block Category](/v1/docs/pm-block-categories): 1. [View your PM Block Categories](/v1/docs/pm-block-categories#view-pm-block-categories). 2. Click the **+Category** button. The **Create Category** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/64a30887-ddb5-4619-a8b5-467325601c1d.png) 3. In the **Category Name** setting, enter the name of the new PM Block Category. The PM Block Category name must be unique from all other PM Block Category names in your organization and can only use apostrophe characters (`'`) and spaces. This is a required setting. 4. From the **Status** drop-down menu, select one of the following options for the PM Block Category's status: - **Active:** Active PM Block Categories can have PM Blocks assigned to them. - **Inactive:** Inactive PM Block Categories cannot have PM Blocks assigned to them. The **Active** option is selected by default. This is a required setting. 5. Click **Save**. ## Edit a PM Block Category **Permissions** Your user account or group membership must have the following permissions to edit a PM Block Category unless your user account has the **Make this user a Super Admin** setting selected: - PM Blocks: Edit PM Block Categories - PM Blocks: View PM Block Categories - PM Blocks: View PM Blocks See the [PM Blocks](/v1/docs/permission-descriptions-for-users-and-groups#pm-blocks) permissions or ask your Administrator for assistance. Follow these steps to edit a [PM Block Category](/v1/docs/pm-block-categories): 1. [View your PM Block Categories](/v1/docs/pm-block-categories#view-pm-block-categories). 2. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Edit Category** option for the PM Block Category to edit. The **Edit Category** page displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/d86aba59-99f8-4c48-b2b6-47cd4ca61799.png) 3. Edit the following information about the PM Block Category as necessary: - In the **Category Name** setting, edit the name of the PM Block Category if necessary. The PM Block Category name must be unique from all other PM Block Category names in your organization. This is a required setting. - From the **Status** drop-down menu, change the status of the PM Block Category, if necessary, from the following options: - **Active:** Active PM Block Categories can have PM Blocks assigned to them. - **Inactive:** Inactive PM Block Categories cannot have PM Blocks assigned to them. This is a required setting. 4. Click **Save**. ## Delete a PM Block Category **Permissions** Your user account or group membership must have the following permissions to delete a PM Block Category unless your user account has the **Make this user a Super Admin** setting selected: - PM Blocks: Delete PM Block Categories - PM Blocks: View PM Block Categories - PM Blocks: View PM Blocks See the [PM Blocks](/v1/docs/permission-descriptions-for-users-and-groups#pm-blocks) permissions or ask your Administrator for assistance. > [!WARNING] > To delete a PM Block Category, no PM Blocks can be assigned to it. If any PM Blocks are assigned to the PM Block Category, its **Delete Category** option does not display. [Reassign those PM Blocks to another PM Block Category](/v1/docs/configure-a-pm-block). > > Deleting a PM Block Category cannot be undone. Follow these steps to delete a [PM Block Category](/v1/docs/pm-block-categories): 1. [View your PM Block Categories](/v1/docs/pm-block-categories#view-pm-block-categories). 2. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Delete Category** option for the PM Block Category to delete. A message displays to confirm deletion of the PM Block Category. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/5d404e19-533c-4b9e-8ad6-b62e4cd33fa8.png) 3. Click **Confirm**. The following message displays: **The category was deleted.**