Manage Categories

Creating a category

Use this procedure to create a category within a module. Categories help organize dashboards under a specific module, making it easier to manage and navigate large sets of dashboards.

You can create multiple categories within a module and group related dashboards under each category as needed. This structure enhances clarity and allows users to quickly locate dashboards based on their purpose or function.

To create a category:

1. From the left menu bar, navigate to Modules.

2. Hover over the module card in which you want to create a category to view the kebab menu. 

3. Select Create Category. This opens the Create Category side sheet.

4. Specify this information:

Category Name - The name of the category you want to have under the module. 

Description - The description of the module. 

Hierarchy - This field displays the level at which you are currently operating within the account hierarchy. By default, it reflects your current account level (Domain, Organization, or Tenant).

• If you are at the domain level, the hierarchy will be shown as Domain. From this level, you have the flexibility to switch to any organization or tenant space within your domain using the unified interface.
• When operating at the domain level, users can create modules, categories, and dashboards not only for the domain itself but also by switching context to a specific organization or tenant. This enables centralized configuration and publishing of content to lower levels as needed. Similarly, when operating at the organization level, users can create and publish modules, categories, and dashboards by switching context to a specific tenant. This provides flexibility to manage and distribute content across different levels of the hierarchy.

For example, you can switch to a tenant space from the domain interface, create a module, and publish it specifically to that tenant—ensuring it appears only at that level while still being managed from the domain. However, the tenant can only view the modules, categories, and dashboards that are published from the domain to its level. It can only edit the modules, categories, and dashboards that are created directly at the tenant level.

5. Click Submit. 

Editing a category

Use this procedure to update the details of an existing category within a module.

To edit a category:

1. From the left menu bar, navigate to Modules.

2. Click on the module card containing the category you want to modify. This opens the module’s table view.

3. Expand the module to view its categories.

4. Hover over the category name and click the kebab menu (three-dot icon).

5. Select Edit Category. This opens the category side sheet.

6. Update the category details as needed and click Update to save the changes.

Deleting a category

Use this procedure to delete a category that is no longer needed. Removing unused or outdated categories helps maintain a clean and organized module structure. Before deleting, ensure that any dashboards grouped under the category are reassigned or no longer required.

Note: Deleting a category is permanent and cannot be undone.

To delete a category:

1. From the left menu bar, navigate to Modules.

2. Click on the module card containing the category you want to delete. This opens the module’s table view.

3. Expand the module to view its categories.

4. Hover over the category name and click the kebab menu (three-dot icon).

5. Select Delete Category. A confirmation modal appears.

6. Click Yes to confirm and delete the category.

Cloning a category

If you want to edit the category published from the parent to child, it cannot be edited directly. To make changes, you must clone the category and customize the cloned version as needed. Follow the steps below to clone a category. 

To clone a category:

1. From the left menu, navigate to Modules.
2. Click the module card you want to clone. This opens the module's list view.
3. Hover over the module name to display the kebab menu (⋮), and select Clone Category that you want to clone under a module. This opens the Clone Category side sheet.
4. Provide the following details:
   • Category Name: Enter a name for the new category.
     • If the module is shared from the parent account, you can reuse the same name.
     • However, you cannot use the same name if a category with that name already exists at the same level.
   • Description: Enter a brief description of the category.
   • Hierarchy: Select the account level where the category should be cloned. You can choose the same or a different level.
   • Dashboards to Clone: Select the dashboards under the category you want to clone. 
   • Select Modules: View the list of shared or created modules at the current account level. Select the items you want to include in the cloned module.
5. Click Done to complete the cloning process.