---
title: "Category Configurations"
slug: "category-configurations-1"
updated: 2024-03-26T13:31:53Z
published: 2024-03-26T13:31:53Z
canonical: "help.symphonysummitai.com/category-configurations-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Category Configurations

## 

Category configurations involve organizing and grouping of various scripts and workflows based on their purpose and functionality. These configurations help to manage the complexity of the orchestration 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.

![SA configuration pages (3)](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/SA%20configuration%20pages%20(3).gif)

### Configure Category

To configure a new category for a script or workflow, perform the following steps:

1. Navigate to **Admin > Advanced > Automation > Orchestration**. OR Navigate to **Orchestration > User > Orchestration**.

2. From the left **MENU**, select **Category Configurations**. Category Configurations page is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683871252336.png)

Figure: Category Configurations

### Configure Script Category

To configure a new script category, perform the following steps: 1. Select *Script Category* from **Category Type** drop-down. 2. Select the desired **Parent Category** by clicking search icon. 3. Enter the **Category Name** as per the requirement.

Let's consider an example to understand script category configuration steps, refer to the below gif to learn more:

![Script Category gif](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Script%20Category%20gif.gif)

Here, we are configuring a script category for cloud management called Oracle Cloud. The above configuration steps are performed, and upon clicking **SAVE**, the script category is saved. The **Category** segment displays a list of existing script categories for reference.

### Configure Workflow Category

To configure a new workflow category, perform the following steps: 1. Select *Workflow Category* from **Category Type** drop-down. 2. Select the desired **Parent Category** by clicking search icon. 3. Enter the **Category Name** as per the requirement.

Let's consider an example to understand workflow category configuration steps, refer to the below gif to learn more:

![Workflow category gif](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Workflow%20category%20gif.gif)

Here, we are configuring a workflow category for user management called Employee onboarding. The above configuration steps are performed, and upon clicking **SAVE**, the script 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:

1. Select **Category Configurations****.** The **Category Configurations** page is displayed. 2. To update an already existing category, select the category from the category list displayed under **Category** tab. 3. On the **Category Configurations** page, specify all the required fields to update an existing category. [](/service-automation/docs/category-configurations#field-description) Click **Save**. The category configuration is updated.

### Change History

Any change pertaining to **Category Details** such as **Category Type, Category Name, Parent Category,** and **Active** toggle switch will be captured and displayed in the ***Change History List.*** The following images explains Change History option:

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683875708248.png)

Figure: Change History option

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683875997895.png)

Figure: Change History List page

### **Field Description**

This table contains the list of fields and their descriptions available on the **Category Configurations** 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: - Script Category - Workflow Category By default, pre-defined script categories and workflow categories will be populated. |
| Parent Category | Search and specify the parent category. |
| Active | Select **Active** to display all active categories. |
| Inactive | Select **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. A sample screenshot is shown below: ![](https://docs.symphonysummitai.com/download/thumbnails/440697069/image2021-5-5_11-20-51.png?version=1&modificationDate=1664350458530&api=v2) Figure: Inactive Category Display |
| Change History | Captures the changes done in Category Configuration. Displays the Property/Field Name, Old Value, New Value, Updated By, and Updated Date. |