--- title: "Screen Categories" slug: "screen-categories" updated: 2025-12-23T18:12:44Z published: 2025-12-23T18:12:44Z canonical: "docs.processmaker.com/screen-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. # Screen Categories Manage your Screen Categories. ## What are Screen Categories? Use Screen Categories to organize your Screens. Organizing your Screens into Categories makes it easier to search for a Screen based on its assigned Category. Assign multiple Screen Categories to a Screen if necessary. For example, assign a Screen named "Personal Information Form" to the "Banking Forms" and "Human Resources Forms" Screen Categories. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b966f587-edd4-4c2b-9be1-6109abe6b677.png) Screen Categories can be in active or inactive status. Following is a description of each status: - **Active:** Active Screen Categories can have Screens assigned to them. - **Inactive:** Inactive Screen Categories cannot have Screens assigned to them. ## View Screen Categories **Permissions** Your user account or group membership must have the following permissions to view Screen Categories unless your user account has the **Make this user a Super Admin** setting selected: - Screens: View Screen Categories - Screens: View Screens See the [Screens](/v1/docs/permission-descriptions-for-users-and-groups#screens) permissions or ask your Administrator for assistance. Follow these steps to view Screen 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 **Screens** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/5c974a09-6cf2-459c-8f22-a88248d487de.png) from the left sidebar to view all Screens. 4. Click the **Categories** tab. The Screen Categories display. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b966f587-edd4-4c2b-9be1-6109abe6b677.png) The **Categories** tab displays the following information in tabular format about Screen Categories: - **Name:** The **Name** column displays the name of the Screen Category. The Screen Category named **Uncategorized** is the default Category. - **Status:** The **Status** column displays the status of the Screen Category. Below is a description of each status: - **Active:** Active Screen Categories can have Screens assigned to them. The Screen Category named **Uncategorized** is active by default. - **Inactive:** Inactive Screen Categories cannot have Screens assigned to them. - **Screens:** The **# Screens** column displays how many Screens in your organization have been assigned to that Screen Category. - **Modified:** The **Modified** column displays the date and time the Screen Category was last modified. - **Created:** The **Created** column displays the date and time the Screen Category was created. ***Note*:** All time zone settings are according to the ProcessMaker Platform instance or the **Time zone** setting your [user profile](/v1/docs/profile-settings#change-your-profile-settings). > [!NOTE] > ### No Screen Categories? > > If no Screen Categories exist, the following message displays: **No Results**. > > ### Search Screen Categories > > Use the **Search** setting to filter Screen Categories by their names. > > ### Display Information the Way You Want It > > [​Control how tabular information displays](/v1/docs/organize-your-inbox), including how to sort columns or how many items display per page. ## Create a New Screen Category **Permissions** Your user account or group membership must have the following permissions to create a new Screen Category unless your user account has the **Make this user a Super Admin** setting selected: - Screens: Create Screen Categories - Screens: View Screen Categories - Screens: View Screens See the [Screens](/v1/docs/permission-descriptions-for-users-and-groups#screens) permissions or ask your Administrator for assistance. Follow these steps to create a new Screen Category: 1. [View your Screen Categories](/v1/docs/screens/manage-screen-categories#view-screen-categories). 2. Click the **+Category** button. The **Create Screen Category** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1a70e21e-da0d-46f5-94cc-1809d82e90f6.png) 3. In the **Category Name** setting, enter the name of the new Screen Category. The Screen Category name must be unique from all other Screen 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 Screen Category's status: The **Active** option is selected by default. This is a required setting. - **Active:** Active Screen Categories can have Screens assigned to them. - **Inactive:** Inactive Screen Categories cannot have Screens assigned to them. 5. Click **Save**. ## Search for a Screen Category **Permissions** Your user account or group membership must have the following permissions to search Screen Categories unless your user account has the **Make this user a Super Admin** setting selected: - Screens: View Screen Categories - Screens: View Screens See the [Screens](/v1/docs/permission-descriptions-for-users-and-groups#screens) permissions or ask your Administrator for assistance. Follow these steps to search for Screen Categories: 1. [View your Screen Categories](/v1/docs/screens/manage-screen-categories#view-screen-categories). 2. Enter in the **Search** setting the text to filter Screen Categories by name. As you enter text into the **Search** setting, Screen Categories display that match your entered text. > [!NOTE] > If there are no search results, the following message displays: **No Results**. ## Edit a Screen Category **Permissions** Your user account or group membership must have the following permissions to edit a Screen Category unless your user account has the **Make this user a Super Admin** setting selected: - Screens: Edit Screen Categories - Screens: View Screen Categories - Screens: View Screens See the [Screens](/v1/docs/permission-descriptions-for-users-and-groups#screens) permissions or ask your Administrator for assistance. Follow these steps to edit a Screen Category: 1. [View your Screen Categories](/v1/docs/screens/manage-screen-categories#view-screen-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 Screen Category to edit. The **Edit Screen Category** page displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0095fc51-205b-4cd6-98e4-9dcb82e86a72.png) 3. Edit the following information about the Screen Category as necessary: - In the **Category Name** setting, edit the name of the Screen Category if necessary. The Screen Category name must be unique from all other Screen Category names in your organization. This is a required field. - From the **Status** drop-down menu, change the status of the Screen Category, if necessary, from the following options: This is a required setting. - **Active:** Active Screen Categories can have Screens assigned to them. - **Inactive:** Inactive Screen Categories cannot have Screens assigned to them. 4. Click **Save**. ## Delete a Screen Category **Permissions** Your user account or group membership must have the following permissions to delete a Screen Category unless your user account has the **Make this user a Super Admin** setting selected: - Screens: Delete Screen Categories - Screens: View Screen Categories - Screens: View Screens See the [Screens](/v1/docs/permission-descriptions-for-users-and-groups#screens) permissions or ask your Administrator for assistance. > [!WARNING] > - To delete a Screen Category, no Screens can be assigned to it. > - Deleting a Screen Category cannot be undone. Follow these steps to delete a Screen Category: 1. [View your Screen Categories](/v1/docs/manage-screen-categories#view-screen-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 Screen Category to delete. A message displays to confirm deletion of the Screen Category. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0b52d0a7-071b-4740-b32d-f5dbdf27bda2.png) 3. Click **Confirm** to delete the category.