---
title: "Category"
slug: "category"
updated: 2024-07-28T13:56:58Z
published: 2024-07-28T13:56:58Z
canonical: "help.symphonysummitai.com/category"
---

> ## 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

**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.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/SA configuration pages (1)(2).gif)

## Navigation

To view the main Service Automation application page, perform the following steps:

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

OR

Navigate to **Orchestration > User >Orchestration**.
2. Click the left hamburger icon to access all the options from the **MENU**.

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

Figure: Service Automation - Landing page with menu options

## View Category

To view Category option, perform the following steps:

1. Click the **Settings** icon next to the user profile name at the top right corner.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-SSGDP59M.png)

Figure: Settings icon
2. Check and select **Category** option from the left menu.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-YPT2RW3T.png)

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**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-05ETDJ04.png)

Figure: Category page

### Configure skill Category

To configure a new skill category, perform the following steps:

1. Select **Skill Category** from the **Category** Type drop-down.
2. Enter the **Category Name** as per the requirement.
3. 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.

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

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:

1. Select **Workflow Category** from the **Category Type** drop-down.
2. Enter the **Category Name** as per the requirement.
3. 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.

![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 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:

1. To update an already existing category, select the category from the category list displayed under **Category** tab.
2. 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: - Skill Category - Workflow Category 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 |
| --- | --- |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-M6HZOTYQ.png) | Captures the changes done on Category page. Displays the Field Name, Old Value, New Value, Updated By, and Updated Date. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-P8BVLUIP.png) Figure: Change History List pop-up |