Create a new Category using an Existing Category

You can create new category based on an existing category. The new category will not retain the values of the category it was based upon.

  1. Access the Category List.
  2. Right-click the category and select icon-view or edit category Edit Category.

    OR:

  3. Double-click the category, or right-click and select icon-view or edit category View Category, and click Edit on the category attributes.
  4. Update the category name and/or description.

    Note: The category name must be changed to a unique name in order to be saved as a new category.

  5. Click Save As. A new category will appear in the hierarchy on the left-hand side of the screen.

See Also

Categories

View a Category

Add a Category

Edit a Category

Delete a Category

View Category Values

Add a Category Value

Add Multiple Category Values

Edit a Category Value

Sort Values in a Category

Link Category Values to Roles

GP - Sec - Linked Object View Access for RCM Objects

Add an Icon to a Category Value

Update a Category Value Reference

Delete a Category Value