WorkflowGen Documentation
10.0
10.0
  • WorkflowGen Administration Guide
  • Administration Module Overview
  • Configuration Panel
  • User Management
    • Directories
    • Users
    • Groups
    • Delegations
  • Directory Synchronization
  • Global Information
    • Participants
    • Applications
    • Categories
    • Global Lists
  • Process Definition
    • Editing
    • Participants
    • Data
  • Form
    • Structure, Sections & Fields
    • Appearance, Behavior & Mapping
    • Management
  • Workflow
    • Actions
    • Parameters
    • Conditions & Exceptions
    • Notifications
  • Reports
  • Remote Approval
  • Custom Notification Templates
  • Macros
  • WorkflowGen URLs
  • Custom Menus
  • Portlet
  • Error Messages
  • Workflow Applications
    • EFORMASPX
    • XMLTODATABASE
    • GETUSERSFROMDIR
    • XMLTRANS
    • RAISEEXCEPTION
    • UPDATEPROCESSDATA
    • STARTPROCESS
    • COMPLETEACTION
    • GETPROCESSDATA
    • GETFORMDATA
    • CANCELREQUEST
    • MERGEFORM
    • COPYDATA
    • SENDMESSAGE
    • SENDHTTPPOST
    • RESTAPICLIENT
    • EXECSQL
    • JSONTODATA
    • DocuSign
      • DOCUSIGNSEND
      • DOCUSIGNCHECK
    • Adobe Sign
      • ADOBESIGNSEND
      • ADOBESIGNCHECK
    • Docaposte
      • DOCAPOSTESEND
      • DOCAPOSTECHECK
    • Yousign
      • YOUSIGNSEND
      • YOUSIGNCHECK
    • OpenAI
      • OPENAITRANSCRIPTION
      • OPENAICHAT
      • OPENAIADDMESSAGE
    • COUNTER
    • GETAGENTTOOLDATA
    • GETAGENTTOOL
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On this page
  • Categories screen
  • Menu banner
  • Filters
  • Category list
  • Category form
  • Deleting a category
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  1. Global Information

Categories

PreviousApplicationsNextGlobal Lists

Categories screen

In the left menu on the Administration Module home page, click to display the Categories screen.

Menu banner

Links

Remarks

Refresh

Refreshes the displayed category list

New category

Opens a blank Add a category form

Filters

Filter on *

Remarks

Name

Filters by category name

Description

Filters by category description

* A filter can be applied to a part of a field.

Category list

Columns

Remarks

Name

Category name (click to display the category form in edit mode)

Description

Category description

Utilization

Number of processes listed in the category

Category form

Fields

Remarks

Name

Unique identifier for the category; must respect nomenclature and be limited to 30 characters (required field)

Description

Category description limited to 255 characters (required field)

Deleting a category

A category cannot be deleted if it's used by a process.