Template Categories
A Template category is a way of categorizing templates into logical groups. This is especially useful if there are many templates in the user selection interface.
Access Template Categories by selecting System > Other System Data > Template Categories:
The Template Categories page displays, as shown below:
To create a new Template Category, click the Add button.
Below is a list of Template Category fields:
Field | Description | Example | Note |
|---|---|---|---|
Category ID* | The unique ID for the Template Group. | DRILL | Keep short, no spaces, no strange characters, numbers or capital letters. |
Description* | The name that will be visible in dialogs and as logged on user. | ||
Sort Order | Sort order in end-user interface. | Use Sort Order to affect the order in which the different categories will be shown. | |
| Updated By | Shows the user identity of the last user that updated the Template Catogory. | ||
| Updated | Shows the date and time when the Template Category was last updated. |
Additional Information
To assign which templates should belong to the category, you need to do this from the Templates definition. Here, you have an optional selection for category.