Categorizing a Custom Object Item

See Also

Permissions Required

The Permissions you require will depend on whether you are working with a Global, Team, or Shared custom Object. For more information about Permissions, see Global Permissions and Team Level Permissions.

Categorizing custom Objects enables you to easily identify custom Objects with similar characteristics. When a custom Object is categorized, the action is recorded as an Event, and is displayed in the History tab of the <custom Object> item.

You can categorize custom Objects in the following ways:

•   From the relevant custom Object menu.

•   From the Categories tab in the window of a custom Object.

To Categorize a Custom Object Item from the Custom Object Menu

1.  In any Workspace, select the required custom Object from the Object Selector.

2.  Using the Left pane, locate and select the required <custom Object>.

3.  From the <custom Object> menu, select Categorize.

The Categorize dialog box is displayed.

4.  Select a Team from the Team list.

The Categories created for the selected Team are listed. This field is not available for Global custom Objects as they are not Team-based.

5.  Select the required Category. You can select multiple Categories.

6.  Click Shared to, to view the Teams with which the selected Categories are shared. This button is disabled for Global custom Objects.

7.  Click OK.

8.  Click to save the <custom Object>.

To Categorize a Custom Object Item from the Categories Tab

1.  Open the required <custom Object>.

2.  Click the Categories tab.

The Categories created for the <custom Object> are listed.

3.  Select the required Teams from the Team list.

The Categories created for the selected Team are listed. This field is not available for Global custom Objects as they are not Team-based.

4.  Select the required Category.

5.  Click to save the <custom Object>.

Note  •   You can categorize a custom Object only if the Business Administrator User has specified that it can be categorized, in Talisma Business Administrator. •   Categories are listed only if Categories have been created for the custom Object in the selected Team. •   Documentation convention for custom Objects.

To Open a Custom Object

•   From the Table View, double-click the required <custom Object> or click the <custom Object> ID link.

- OR -

Using the Left pane, locate the required <custom Object>.

- OR -

Press Ctrl+G. In the Goto <custom Object> dialog box that is displayed, type the ID of the required <custom Object>.

Click OK.

The <custom Object> window is displayed.