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Client Categories

945 bytes added, 17:51, 3 July 2019
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:* 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]]
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5. The '''Edit Category '''page will be displayed. On the left-hand side is a menu; click on the '''Custom Fields '''tab. 
::: [[File:Category custom fields.png|300px|border]]
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6. Any available custom fields on this category will be displayed as a list. To create a new field, click the '''+ '''icon on the top left. 
::: [[File:Category new custom field.png|500px|border]]
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For more information on how to create a custom field, see our [[Custom Field – General Information]] page 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 changed into part of the '''Common Fields '''fieldset. 
 
===Permissioning Fields for Categories===
Another method of making a Custom Field tied to a specific organization category is to modify its''' Permissions & Availability. '''
 
When making a custom field (see: [[Custom Fields – General Information]]), click into its '''Edit Field '''mode and select the second tab labelled '''Permissions & Availability. '''
 
Under the subsection '''Category - Field Availability, '''click into each combo box for '''Include Field For '''and '''Exclude Field For '''to permission this field against certain organization categories in the system. 
 
:: [[File:Permissioning categories custom fields.png|500px|border]] 
 
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 ''the field for, these fields will never appear for any organization that falls in this category. 
 
==See Also==
::* [[User Role]]
::* [[Determining the categoryid|Determining the Category ID]]<br /><br />
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[[Category:Access Control]]
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