Help Center

Create Category Hierarchy

Go to Categories and click New

Categories_New.png

Enter Category Name

For top level categories, choose Use as Category Group Name

For subcategories, enter top category in Parent field

If desired, enter Autonumber

Screen_Shot_2017-05-01_at_12.04.38_PM.png

Enter Type to determine where category can be used

Type.png

Change tab names and hide tabs for new category in Item Tabs Customization section

Item_Tabs_Customization.png

Enter fieldset API name to customize BOM and AI Fieldsets in new category

BOM_and_AI_filedset.png

Click Save

Note: Categories can be organized three levels deep.

 

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