Categories

Categories are tags for grouping workflows within the UI. Organize your workflows based on your organizational or functional requirements. Automation ships with predefined categories, but you can also create your own business-specific categories. Assign categories to the workflow in its Properties.

Add a Category

Perform the following steps to add a new category:

1. Choose Automate > Advanced in the navigation menu
2. Click the Categories tab.
3. Click the New Category button on the right.
4. In the General area, specify the Display Name and a brief Description of the category.
5. Click Submit to save the category.

When the new category is successfully created, you will see a green success box at the top of the page.

The maximum number of categories allowed is 200 per organization.