Use categories to organize service requests.
Creating Categories
To add a new category:
- Select
Customize | Request Center Portal.
- Click
+ Category.
- Enter a
Name and
Description. Users can search for the
information you provide here.
- Choose a display image by clicking
Change image. You can choose from existing
images or insert a URL. For best results, use an image that is 64 x 64 pixels.
For information about the image picker, see
Using the Image Picker.
- Select the
Display Order for the category by dragging the
slider. The lower the number, the further to the left it will appear.
- Select a parent container. If you do not select parent container,
your new category is shown on the Home view.
- Click
Save.
Modifying Categories
To edit, clone, or delete a category:
- Select
Customize | Request Center Portal.
- Search for or navigate to the category you want to modify.
- Click on the appropriate icon to edit, copy, or delete the
category.
![image](images/ssm_category_icons.png)
Note: Before you delete a category, you must first edit each service
request assigned to the category and assign it to a different category or clear
the
Show in Catalog check box. Once all service
requests are reassigned or hidden, users no longer see the category, but it
remains visible to administrators so it can be easily restored.
For details on localizing category names and descriptions, refer to
Localizing
SRC
Strings.
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