---
title: "Manage Category Location and Workgroup Mapping"
slug: "manage-category-location-and-workgroup-matrices"
updated: 2024-03-03T10:38:06Z
published: 2024-03-03T10:38:06Z
canonical: "help.symphonysummitai.com/manage-category-location-and-workgroup-matrices"
---

> ## 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.

# Manage Category Location and Workgroup Matrices

Efficiently manage multiple **Category, Location, and Workgroup Matrices** with **flexible Edit, View,** and **F****ilter** options.

### View

The **View** option in the **Category, Location, and Workgroup Mapping** displays the list of items configured for the Incident.

To view the listing page of the Category, Location, and Workgroup Mapping, perform the following steps.

1. Navigate to **Design** **Studio** > **Module** > **Configurations** > **Others** > **Category Location and Workgroup Matrices**. The page displays the list of closure codes configured for incidents.  
![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709462085547.png)Figure: View option

### Grid

The grid provides a detailed view of the list page of the Escalation. For more information refer to the field description table below.

| Field | Description |
| --- | --- |
| Id | This is the unique Id given to the Category, Location and |
| Workgroup | Choose the Workgroup as per the Category and Location requirement. |
| Sort Order | Select the sort order in which the Category, Location and Workgroup is displayed or listed within the ITSM system when the Analysts select or view it |
| Description | Give a brief description of the Incident for which the Category, Location and Workgroup has been assigned. |
| Active | Select the check box to make the Category, Location and Workgroup available on the other pages of the application. |
| Default | Select the check box to display the Category, Location and Workgroup for the selected Tenant, by default. |
| Updated by | Last user for modification. |
| Updated on | Last date and time of modification. |

### Filter

The **Filter** option present in the **Category, Location, and Workgroup Mapping** allows the restriction of content based on specific criteria.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709462117867.png)

Figure: Filter icon

- lick the **Filter** icon to view the following filter options. Select the **Match All** or **Match Any** option from the list to filter the data based on the condition selected. The **Match All** option is selected, by default.
- Select the option to compare the data based on the conditions. Available options are as follows:
- 
  - Starts With
  - Contains
  - Not contains
  - Ends with
  - Equals
  - Not equals
  - Less than
  - Less than or equal to
  - Greater than
  - Greater than or equal to
  - Date is
  - Date is not
  - Date is before
  - Date is after
  - Active
  - Not ActiveNoteThe following filter options are available for numeric column values:

    - Less than
    - Less than or equal to
    - Greater than
    - Greater than or equal to

The following filter options are available for date column values:

    - Date is
    - Date is not
    - Date is before
    - Date is after

The following filter options are available for toggle switch Active:

    - Active
    - Not Active
- You can click **Clear** to clear the configured filter and click **Apply** to set the filter condition.

<font face="Nunito, sans-serif">You can change which columns will appear on the list page in which order by clicking<img src="https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702455875677.png" class="fr-fic fr-dii fr-bordered fr-rounded" style="width: 30px;">&nbsp;icon.</font>

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707389230698.png)

Figure: Show columns

You can drag the column up and down as per the requirement to reorder the display of columns.

Add or remove the columns to be displayed on the list page by clicking on the checkbox next to the columns. (Refer the below sample screenshot)

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707454782238.png)Figure: Add columns - list page

Click **Save** to save the new view of columns for the list page. Click **Cancel** to revert all the changes made and close the pop-up. Click **Clear All** to remove all the applied column view settings.

### Search

The **Search** option in **Category, Location and Workgroup Mapping** helps to easily search configured roles from the list page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709462167657.png)Figure: Search icon

### Edit

The **Edit** option in the **Category, Location and Workgroup Mapping** is used to amend the configured list item.

To Edit the **Category, Location and Workgroup Mapping**, perform the following steps.

1. Navigate to **Design Studio** > **Module** > **Configurations** > **Others** > **C****ategory Location and Workgroup Mapping**.
2. Click the icon to open the Edit menu.  
![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709462233850.png)Figure: Edit icon
3. Any alterations to the **Category, Location, and Workgroup Matrices** can be made and updated.

### **Export**

- Export the current page of the list page or all the pages from the list page by clicking ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666213611.png)icon.
- Once you click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666213611.png)icon, the following options are displayed. Click **Export Current Page** to export the data displayed in the current page. Click **Export All** to export data of all the configured records.  
![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666282353.png)Figure: Export current or all page
