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Search for a PM Block Category.
The PM Blocks package must be installed.
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 permissions or ask your Administrator for assistance.
Follow these steps to search for PM Blocks Categories:
Enter in the Search setting the text to filter PM Block Categories by name.
As you enter text into the Search setting, PM Block Categories display that match your entered text.
As you enter text into the Search setting, PM Block Categories display that match your entered text.
Manage your PM Block Categories.
Improve your PM Block organization by creating Categories to which to assign them.
The PM Blocks package must be installed.
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 permissions or ask your Administrator for assistance.
Follow these steps to create a new PM Block Category:
Click the +Category button. The Create PM Block Category screen displays.
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.
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 Scripts assigned to them.
Inactive: Inactive PM Block Categories cannot have Scripts assigned to them.
The Active option is selected by default. This is a required setting.
Click Save.
Edit the name and/or status of a PM Block Category.
The PM Blocks package must be installed.
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 permissions or ask your Administrator for assistance.
Follow these steps to edit a PM Block Category:
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.
Click Save.
Delete a PM Block Category when it is no longer needed.
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
Deleting a PM Block Category cannot be undone.
Click Confirm. The following message displays: The category was deleted.
Click the ellipses icon, and then select the Edit Category option for the PM Block Category to edit. The Edit PM Block Category page displays.
The must be installed.
See the permissions or ask your Administrator for assistance.
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. .
Follow these steps to delete a :
.
Click the ellipses icon, 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.
View the PM Block Categories in your organization.
Follow these steps to view PM Block Categories:
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.
The must be installed.
See the permissions or ask your Administrator for assistance.
to ProcessMaker Platform.
Click the PM Blocks icon from the left sidebar. The PM Blocks tab displays all PM Blocks in the PM Blocks page.
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 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 Time zone setting is specified.
​, including how to sort columns or how many items display per page.
Understand what PM Block Categories are and how they can help organize your PM Blocks.
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.
PM Block Categories can be in active or inactive status. Following is a description of each 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.
ProcessMaker Platform has multiple Category types for different types of assets. Each Category type is distinct from the others and can only be used for its type of ProcessMaker Platform asset. Following is a description of each Category type:
Process Categories: Organize your Processes.
PM Block Categories: Organize your PM Blocks (if the PM Blocks package is installed).
Script Categories: Organize your Scripts.
Screen Categories: Organize your Screens.
Data Connector Categories: Organize your Data Connectors (if the Data Connector package is installed).
Decision Table Categories: Organize your Decision Tables (if the Decision Tables package is installed).