The Action Categories form is used to categorise a range of similar Actions into groups.
To add a new entry, select the parent then click Add. A dialog will appear asking whether the new Action Category will be at the top level of the hierarchy. If not, the new Action Category will be a child of the currently selected Action Category.
Field |
Description |
Category Description |
The name of the Action Category. This name appears on the Action form if the Action has been assigned to an Action Category. |
Category Code |
Is a Conquest generated code number to determine this Action Category’s position in the hierarchy. |
Attribute Set |
this is the Action Attribute set which defines the user fields available for this Action Category |
User Fields |
The user fields are defined in the Action Attribute section of the Attribute Set Editor. There are 30; text, number, date, check and list fields that can be defined per Attribute Set. When an Action has been assigned to an Action Category, the defined fields will be available for data input. |
Copy Down Button |
This will copy down all specified fields to the children categories. |