Category
- 28 Jul 2024
- 2 Minutes to read
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Category
- Updated on 28 Jul 2024
- 2 Minutes to read
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- PDF
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Category configurations involve organizing and grouping of various skills and workflows based on their purpose and functionality. These configurations help to manage the complexity of the service automation system and make it easier to locate and analyze specific settings.
What is the benefit of categorizing? Check out the below gif to learn more.
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Navigation
To view the main Service Automation application page, perform the following steps:
Navigate to Admin > Advanced > Automation > Orchestration.
OR
Navigate to Orchestration > User >Orchestration.
Click the left hamburger icon to access all the options from the MENU.
Figure: Service Automation - Landing page with menu options
View Category
To view Category option, perform the following steps:
Click the Settings icon next to the user profile name at the top right corner.
Figure: Settings icon
Check and select Category option from the left menu.
Figure: Application Settings - Category option
Configure Category
To configure a new category for a skill or workflow, perform the following steps:
1. Navigate to Application Settings > Category.
Figure: Category page
Configure skill Category
To configure a new skill category, perform the following steps:
Select Skill Category from the Category Type drop-down.
Enter the Category Name as per the requirement.
Select the desired Parent Category by clicking the search icon.
Let's consider an example to understand skill category configuration steps, refer to the below gif to learn more.
Here, we are configuring a skill category for Cloud Management called Oracle Cloud. The above configuration steps are performed, and upon clicking SAVE, the skill category is saved.
The Category segment displays a list of existing skill categories for reference.
Configure Workflow Category
To configure a new workflow category, perform the following steps:
Select Workflow Category from the Category Type drop-down.
Enter the Category Name as per the requirement.
Select the desired Parent Category by clicking the search icon.
Let's consider an example to understand workflow category configuration steps, refer to the below gif to learn more.
Here, we are configuring a workflow category for User Management called Employee onboarding. The above configuration steps are performed, and upon clicking SAVE, the skill category is saved.
The Category segment displays a list of existing workflow categories for reference.
Update an existing Category
To update an existing category, perform the following steps:
To update an already existing category, select the category from the category list displayed under Category tab.
On the Category configuration page, specify all the required fields to update an existing category. Click Save. The category configuration is updated.
Field Description
This table contains the list of fields and their descriptions available on the Category page:
Field | Description |
|---|---|
Category Details | |
Category Name | Specify the category name. |
Category Type | Select the Category for which you want to do the configuration. Available options are as follows:
By default, pre-defined skill categories and workflow categories will be populated. |
Parent Category | Search and specify the parent category. |
Active | Select Active to display all active categories. |
Include Inactive | Select Include Inactive to include inactive categories along with active categories. Inactive categories will be displayed with a red vertical bar prior to category name in the tree view list. |
Change History | Captures the changes done in Category Configuration. Displays the Property/Field Name, Old Value, New Value, Updated By, and Updated Date. |
Actions
Let’s understand each action icon present on the page in detail.
Icon | Action |
|---|---|
 | Captures the changes done on Category page. Displays the Field Name, Old Value, New Value, Updated By, and Updated Date.  Figure: Change History List pop-up |
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