Manage your Screen Categories.
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Understand what Screen Categories are and how they can help organize your Screens.
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.
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.
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:
Project Categories: Organize your Projects.
Process Categories: Organize your Processes.
PM Block Categories: Organize your PM Blocks.
Script Categories: Organize your Scripts.
Screen Categories: Organize your Screens.
Data Connector Categories: Organize your Data Connectors.
Decision Table Categories: Organize your Decision Tables.
Improve your Screen organization by creating Categories to which to assign them.
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 permissions or ask your Administrator for assistance.
Follow these steps to create a new Screen Category:
Click the +Category button. The Create Screen Category screen displays.
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.
From the Status drop-down menu, select one of the following options for the Screen Category's status:
Active: Active Screen Categories can have Screens assigned to them.
Inactive: Inactive Screen Categories cannot have Screens assigned to them.
The Active option is selected by default. This is a required setting.
Click Save.
View the Screen Categories in your organization.
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 permissions or ask your Administrator for assistance.
Follow these steps to view Screen Categories:
Log on to ProcessMaker Platform.
Click the Designer option from the top menu. The Designer Welcome Screen displays.
Click the Categories tab. The Screen Categories display.
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. 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 Screen 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 Screen Categories exist, the following message displays: No Results.
Use the Search setting to filter Screen Categories by their names.
​Control how tabular information displays, including how to sort columns or how many items display per page.
Click the Screens icon from the left sidebar. The Screens tab displays all Screens in the Screens page.
Edit the name and/or status of a Screen Category.
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 permissions or ask your Administrator for assistance.
Follow these steps to edit a Screen Category:
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:
Active: Active Screen Categories can have Screens assigned to them.
Inactive: Inactive Screen Categories cannot have Screens assigned to them.
This is a required setting.
Click Save.
Search for a Screen Category.
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 permissions or ask your Administrator for assistance
Follow these steps to search for Screen Categories:
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.
If there are no search results, the following message displays: No Results.
Delete a Screen Category when it is no longer needed.
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
Deleting a Screen 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 Screen Category to edit. The Edit Screen Category page displays.
See the permissions or ask your Administrator for assistance.
To delete a Screen Category, no Screens can be assigned to it. If any Screens are assigned to the Screen Category, its Delete icondoes not display. .
Follow these steps to delete a :
.
Click the ellipses icon, and then select the Edit Category option for the Screen Category to delete. A message displays to confirm deletion of the Screen Category.