Modifying Categories - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Standard - Essential

Application Enabler
Platform
OnBase
Product
Application Enabler
Release
Foundation 23.1
License
Premier
Standard
Essential

A category is a way of further filtering different sets of actions within a connection. You can select different categories by clicking the Categories drop-down.

Note:

You do not need to configure a new category. Application Enabler will use the default category and function as normal.

To add a new category:

  1. In the Manage Connections dialog box, click Edit Categories. The Edit Categories dialog box is displayed.
  2. In the Connections drop-down, select the desired connection for the new category.
  3. Enter a name in the lower field and click Add.
  4. The new category will be displayed in the Categories list.

    To rename a category:

  5. Click the desired category in the Categories list to select it. Click Rename.
  6. The item in the list will display the active cursor and you can rename the category to the new name. Click anywhere to confirm the new name.

    To remove a category:

  7. Click the desired connection in the Categories list to select it. Click Remove.
  8. A message is displayed with the text Are you sure you'd like to remove the category name [Category Name] from the connection named [Connection Name]?

    Click Yes to remove the category.

    Click No to keep the category.

    Note:

    You cannot delete all categories. If you delete all categories, the <<DefaultCategory>> category will be the default category.