Categories

To keep your database organized, create categories for storing items, including query definitions, custom reports definitions, relationship filters, communication templates, import templates, user-defined fields, and cart items.

• To add a category from an area that uses categories, click New Category under Tasks. Enter a name and description to indicate the type of items to store in the category. For some areas, you can mark a category as private. Then click Save Category. Your category appears in a list.

• To edit a category, click its name. You can also move and copy items from one category to another.

• To create a new item within a category, click the category name. Then click New [Item] under Tasks. Or, from the category list, click New [Item] under the category name.

• To delete a category, click Delete next to the category name. If a category contains items, you cannot delete it.

• To delete an item, open the category, locate the item, and click Delete. From the categories list, you can also click the "+" beside a category name to view the items, locate the item, and click Delete.

• To reorder categories or items, select a Sort By option at the top of the page or drag and drop to manually place them into the preferred order. To save the new order, click Save Category Order under Tasks. The new order appears for every user in your database.

• To copy an item within a query, open the category, locate the item, and click Copy. From the categories list, you can also click the "+" beside a category name, locate the item, and click Copy. Enter a category for the copy. Then enter a new name for the copy. Click Copy to save the new version of the item.

  Tip: Consider using copies in areas when you work with queries, reports, exports, and communications. This way, you can make edits to the copied item while preserving the originals.

• To move an item from one category to another, open the category, locate the item, and click Move. From the categories list, you can also click the "+" beside a category name to view the items, locate the item, and click Move. Then select a category and click Move to save the new location.

  To move multiple items, open the category and click Move under Tasks. Then select the items to move, select a category, and click Move to save the new location.

• To quickly find for a category or item, use the search box to enter a search term.

• To quickly find for a category or item, use the search box to enter a search term. You can search by more than just names, including descriptions, data created, and date last used.

• To change how much information appears in the list, use the Show More Detail and Show Less Detail options under Tasks.

Note: Although you can create as many categories and items as necessary, it may take longer to load pages with many items. To reduce loading time when an area has more than 1000 items, eTapestry only displays the category information. It does not display information about the items in the categories. To access information about the items, open the category.