Categories (Workflow Properties)

A Workflow can be placed into categories to assist end users when searching for Workflows \ Guidelines

Categories need to be predefined through the Administration tile in the Workflow Categories section.

• Open up the Workflow and click on the Properties icon denoted by the cog in the menu.

(Categories is shown in grey if no categories have been allocated.)

• Click within the categories window to display the category select and category delete buttons. Denoted  by 3 dots ... to select and the red button to delete all categories.

• Click on the 3 dots button to ope up the list of available categories.

• Tick the required categories and click OK to close the Category screen.

To amend the category list, open up the categories and tick\ untick categories as required. To delete ALL categories, click the red delete button.