Changing Existing Categories - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Existing categories can be changed from the Gallery or Administration panes to add or remove items or users, or change the name, icon, and description to better reflect the purpose of the category.

Bulk item and user assignment changes for multiple categories can only be completed in the Administration pane. See Making Bulk Changes to Existing Categories.

To access the properties of a category in the Administration pane:

  1. Select Categories in the left pane under Configuration Items. The categories configured are listed in the right pane.
  2. Select a category to change in the right pane and click Properties in the Category ribbon group or right-click it and select Properties from the right-click menu.

    The Properties window is displayed.

  3. Click the tab that corresponds to the items to change:
    Note:

    Bulk item and user assignment changes for multiple categories can only be completed in the Administration area. See Making Bulk Changes to Existing Categories.