How Do I Categorise an Action
You can assign your action to a specific category and/or subcategory when creating it.
The category and subcategory can be chosen from values in a drop-down list within the Action page.
In order to populate the drop down fields with values that suit your company or business, please navigate to Settings > Picklist Data Dictionary.
You may be unable to access this area if you are not an Admin user.
If you want to utilize both the category and subcategory action fields, you will need to populate the values for the category field first, this will provide the parent option available to assign to the subcategory values.
Search Action Category
Click Manage
Click + New
If you wish to add more than one value to the drop down, please click Bulk Mode.
To learn about priorities for picklist values, visit our knowledge base article Here.
Otherwise, simply type the required value into the Text box and click Save & Close when complete.
Follow the same steps for Action Subcategory.
You can choose the parent action category so that specific subcategory fields will display to select from.
The next time you create an Action, you will be able to assign it to a category and/or subcategory.
You can filter by Action Category and Subcategory within the Action Manager.