View the PM Block Categories in your organization.
The PM Blocks package must be installed.
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 permissions or ask your Administrator for assistance.
Follow these steps to view PM Block Categories:
Log on to ProcessMaker Platform.
Click the Designer option from the top menu. The Processes page displays.
Click the Categories tab. The PM Blocks Categories display.
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 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 Time zone setting is specified.
If no PM Block Categories exist, the following message displays: No Results.
Use the Search setting to filter PM Block Categories by their names.
Control how tabular information displays, including how to sort columns or how many items display per page.
Click the PM Blocks icon from the left sidebar. The PM Blocks tab displays all PM Blocks in the PM Blocks page.