Managing the Catalogs

You can edit the catalog properties only when the View/Run page is not in Classic mode. This feature allows you to create/modify catalog categories, select icons for catalogs etc.
  1. On the Request :: Overview page, from the top right corner of the page, click Manage Catalog.
    The Manage Catalog window is displayed.
  2. To modify the existing workflow categories, under Category Type, select the Existing option.
  3. To create a new category, under Category Type, select the Create New option.
    The following table describes the options available in the Manage Catalogs window:
    Option Description
    Category Type Select the Category Type as:
    • Existing: Selecting this option allows you to select the category of workflows from the options available in the Existing Category dropdown.
    • Create New: Selecting this option allows you to create a new category of workflows.
    *Existing Category Select the category of workflows from the options displayed in the dropdown.
    Note: If the Create New option is selected in the Category Type field, then this field becomes a text box and allows you to type a new category name.
    Select Icon Select an icon for the workflow card from the options available in the dropdown.
    SubCategory Name This field is auto-populated when you select the Existing Category option in the Category Type field.
    Allows you to add more subcategories of workflows.
    All asterisk (*) marked fields are mandatory.
  4. To add more workflows to a subcategory, select the subcategory in the SubCategory Name field and click next to the workflows to be added.
  5. To move a workflow out of the selected workflows, click next to the workflow under Selected Workflows.
  6. To modify the order in which the workflows are displayed within the subcategory, click .
  7. Click Save Changes.