---
title: "Category"
slug: "category-4"
updated: 2025-12-17T09:29:25Z
published: 2025-12-17T09:30:07Z
canonical: "help.symphonysummitai.com/category-4"
---

> ## 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

#### What is a Category?

A Category is a group, representing the type of a Knowledge Record (KR). The KRs are grouped based on these Categories. You can add and modify Category details for a Tenant.

To configure Category, perform the following steps:

1. Navigate to **Knowledge > Configuration > Category**. The Category page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-GF5ZQ18M.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A34%3A35Z&se=2026-11-11T15%3A34%3A35Z&sr=c&sp=r&sig=kPRndBT2%2F1o1NSvvX8Vl3UVNTl8TwWLrkBh6hA%2B4%2BeI%3D) Figure: Category
2. On the Category page, select the Department. A list of all the configured Categories for the selected Tenant is displayed under the Details section. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-FUS7PS0D.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A34%3A35Z&se=2026-11-11T15%3A34%3A35Z&sr=c&sp=r&sig=kPRndBT2%2F1o1NSvvX8Vl3UVNTl8TwWLrkBh6hA%2B4%2BeI%3D) Figure: Category page

> [!NOTE]
> Notes
> 
> - The Green color indicates a default Category.
> - The Red color indicates a inactive Category.
> - The Yellow color indicates a new Category.
> - Before Category name, the Category ID associated with every configuration is displayed.
  1. Right-click on any one of the configured Categories, a pop-up list with the following options is displayed: Create Root Node: Click this option to create a new Root Node/Category. A new Node/Category is created at the top of the configured Node/Category list.
  2. Create Child Node: Click this option to create a Child Node/Category. A Child Node/Category will be created for the Node/Category on which you have right clicked.
  3. Rename: Click this option to rename a Node/Category.
  4. Deactivate: Click this option to deactivate a Node/Category.
  5. Set as Default: Click this option to set a Node/Category as Default Node/Category
  6. Configure Attribute: Click this option to configure Attributes for the selected Category.

**Configure Attribute**

    1. Right-click on any one of the configured Category and select Configure Attribute. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-3YUYUL8P.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A34%3A35Z&se=2026-11-11T15%3A34%3A35Z&sr=c&sp=r&sig=kPRndBT2%2F1o1NSvvX8Vl3UVNTl8TwWLrkBh6hA%2B4%2BeI%3D) Figure: Category page: Configure Attribute
    2. On the **<Category Name> – Configure Attribute** pop-up page, click **Add Attribute**.
    3. On the <Category Name> – CONFIGURE ATTRIBUTE - ADD ATTRIBUTE page, specify the Attribute Question and other details about the Attribute. For information about the fields under the ADD ATTRIBUTE section, see Field Description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-CVB987VV.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A34%3A35Z&se=2026-11-11T15%3A34%3A35Z&sr=c&sp=r&sig=kPRndBT2%2F1o1NSvvX8Vl3UVNTl8TwWLrkBh6hA%2B4%2BeI%3D) Figure: IT SERVICES (Category) - Configure Attribute: Add Attribute
    4. Click Submit. A new Attribute Question is configured. **Field Description**

| Field | Description |
| --- | --- |
| Attribute Question | Type in the Attribute Question. While creating Knowledge Records for the selected Tenant under the selected Category, the Knowledge Record Author needs to provide a response to this Attribute Question. This is useful for CINDE to provide more appropriate answers |
| Replicate to Child Categories | Select the Replicate to Child Categories check box to replicate the Attribute Question to the Child Categories. Example: Parent Category: IT Services Child Category: Network Services If this check box is selected for IT Services, the Attribute Question becomes applicable to Network Services. While creating a Knowledge Record under both IT Services and Network Services Categories, this Attribute Question is available to the KR Author (see: Adding Knowledge Records). |
| Mandatory | Select the Mandatory check box to make the Attribute Question mandatory. While creating a Knowledge Record under the selected Category, the KR Author needs to provide a response to the set Attribute Question. |
| Active | Select the Active check box to make the Attribute Question active. |
3. Click **Submit** to save the changes.

**ACTIONS**

This section explains all the icons displayed on the ACTIONS panel of the CATEGORY page.

**EXPAND ALL**

Click EXPAND ALL to expand all the configured Categories. To display the inactive Categories, click the Include Inactive check box.

> [!NOTE]
> Note
> 
> When the expanded Category list is displayed under the DETAILS section, the COLLAPSE ALL action is displayed on the ACTIONS panel. Click COLLAPSE ALL to collapse the Category list.