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Client Categories

645 bytes added, 21:14, 19 August 2024

→‎Category Settings

==Overview==Client or Organization categories are analogous to [[roles]] for [[contact]]s, or [[Types|types]] for applications in {{Banner-UnderConstructionUTA}} s - these different characteristics will have the same Search locations in [[List View Overview|list views]], so that you are able to search by Category Name or ID.

==Overview==Client categories are analogous to [[roles]] for [[contact]]s, or [[Types|types]] for applications in a {{UTA}}. The categories to which an organization belongs are visible in the organization's [[profile]].

:: [[File:Categories on org profile.png|700px|border]]

:: [[File:Changing categories.png|250px|border]] 

Organizations can have numerous categories. A good tip is to have a '''System Object '''category that can be used for miscellaneous or system-based organizations that might not have purpose otherwise; for example, if you have created an Organization of [[Global User Administrator|System Administrators]] in order to know who has high-levels of access and security permissioning in your system, you can categorize this organization under '''System Object '''and helpfully exclude it from ordinary [[Advanced Search|searches]].

 :: [[File:Choosing categories.png|800px|border]]<br /><br />

Click '''Save '''when you are done modifying the categories for an organization. 

==Configuration - Essentials==

|-

||'''Caption''' 

||The caption of the organization category; usually the same as the Name, unless otherwise necessary. The icon on the right of the text box is the ability to change the language for the caption. :: [[File:Edit language caption.png|150px|border]]

|-

||'''Description'''

:* '''Current Organizations: '''Will display a list of organizations that are currently sorted into this Category; here, organizations can be both added or removed. 

:* '''Custom Fields: '''Will display a list of the associated [[Custom Fields]] for this category. 

:* '''News Feed: '''

===Variables===

This is useful if you wish to use a category to dynamically drive a set of [[Custom Fields|custom fields]] displayed to the [[User|user]].

==Configuration - Advanced==

===Building Fields On Organization Categories===

[[Custom Fields]] can be built specifically on a category; or, they can be built as part of the '''Common Fields '''fieldset and permissioned by category, in the same way that fields can be built on [[Types|types]].

:: [[File:Organization categories1.png|700px|border]]

:

:* You can also access Organization Categories from the menu icon > '''Configuration > Roles and Security > Organization Categories. '''Both methods will bring you to the same list. 

 

4. The [[List View Overview|list]] of available organization categories in your system will be displayed. Click the '''pencil icon '''next to the category upon which you want to build a field.

::: [[File:Edit organization category.png|600px|border]]5. The '''Edit Category '''page will be displayed. On the left-hand side is a menu; click on the '''Custom Fields '''tab. 

5::: [[File:Category custom fields. The png|300px|border]]6. Any available custom fields on this category will be displayed as a list. To create a new field, click the '''Edit Category + '''icon on the top left.  ::: [[File:Category new custom field.png|500px|border]]For more information on how to create a custom field, see our [[Custom Field – General Information]] page will or the [[:Category:Custom Fields|Custom Fields Category]].  :* '''Common Fields '''cannot be changed into a '''Type- '''or '''Status-'''bound field, whereas '''Type-''' or '''Status-'''bound fields can be displayed. On changed into part of the left-hand side is a menu; click on the '''Custom Common Fields '''tabfieldset. 

:: [[File:Category custom fields===Permissioning Fields for Categories===Another method of making a Custom Field tied to a specific organization category is to modify its''' Permissions & Availability.png|300px|border]] '''

6. Any available When making a custom fields on this category will be displayed as a list. To create a new field(see: [[Custom Fields – General Information]]), click the into its '''+ Edit Field '''icon on mode and select the top leftsecond tab labelled '''Permissions & Availability. '''

:: [[File:Under the subsection '''Category new custom - Field Availability, '''click into each combo box for '''Include Field For '''and '''Exclude Field For '''to permission this fieldagainst certain organization categories in the system.png|500px|border]] 

For more information on how to create a custom field, see our [[Custom Field – General Information]] page or the :: [[File:Category:Custom FieldsPermissioning categories custom fields.png|500px|Custom Fields Categoryborder]] By selecting which categories to ''include ''the field for, these fields will pop up for any organization that falls in this category. 

* By selecting which categories to ''exclude 'Common Fields '''cannot be changed into a '''Type- '''or '''Status-'''bound the fieldfor, whereas '''Type-''' or '''Status-'''bound these fields can be changed into part of the '''Common Fields '''fieldsetwill never appear for any organization that falls in this category. 

==See Also==

::* [[User Role]]::* [[Techniques to Categorize AccountsConfiguration mode]]::* [[Determining the categoryid|Determining the Category IDGlobal Settings]]::* [[User RoleTechniques to Categorize Accounts]]::* [[Configuration modeDetermining the categoryid|Determining the Category ID]]<br /><br />

[[Category:Access Control]]

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Mark Bridger

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