Adding and editing categories

BEFORE YOU BEGIN  For an overview of the pages configured by a category, refer to Entity Page Layout.

Page structure

Categories are created on the New [Entity] Category page and edited on the Edit [Entity] Category - [Item Name] page, which is very similar to the New... page.

All category pages except Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. show three tabs: General, Details, and Insights. The Insights tab is not available for organization categories.

On each tab, you configure one of the panels of the [entity] page:

Tab name	Description
General	On the General tab, you configure the overall features of the category and the Main Body of the entity, including the following: The fields in the Header section The page elements included in the Main Body (for example Description, Timeline, or Checklist), as well as their defaults and available options The settings that will apply to all items associated with the category For details on the fields and features on the General tab, refer to The General tab.
Details	The Details tab controls the content of the Details panel, located on the left side of the entity page. You can set up the sections that will organize the entity fields you want to expose in this category. You will add the entity fields to the sections and configure default values for those fields. You can also specify which fields are required for this category. For List fields, including UDFs, you can configure which values will be available for selection. For details on the fields and features on the Details tab, refer to The Details tab.
Insights	The Insights tab controls which insights appear on the Insights panel. Insights expose information about entities that are connected to this entity, for example, the organization associated with the ticket. For more information on selecting insights for a category, refer to The Insights tab.

Adding a category

NOTE  To create a new category, it is usually easier to copy an existing category and edit it. For best practice methodology, refer to Rolling out categories.

To add or edit a category, do the following:

1. To open the page, use the path(s) in the Security and navigation section above.

2. Click New on the [Entity] Categories page, or hover on an existing category and select Copy from the context menu. The New [Entity] Category page will open.
   Or, select Edit from the context menu of a category in the list and edit that category.
3. Complete the fields and settings on each of the three tabs: General, Details, Insights. Refer to
   The General tab
   The Details tab
   The Insights tab
   
4. For field descriptions for each entity refer to:
   Organization field descriptions
   Device field descriptions
   Opportunity page elements and field descriptions
   Task field descriptions
   Ticket page elements and field descriptions
5. If you are creating or editing a ticket category, click Save & Try It to preview how your ticket interface will look with the current ticket category settings.
6. To save the new category, click one of the Save buttons at the top of the page, even if you have saved the individual changes you made on each tab.

The new category is added to the table of entity categories.