Use Categories. To configure Categories go to Settings → Categories tab.
Configuring Categories (like Locations) has two main purposes:
- you can use the entered data in the form of Snippets, thus personalizing emails or text messages (for more information about Snippets, click here)
- you can target an Action in Workflow based on the Category (for more information on Conditions, click here).
How to add new Category?
To add a Category click on the button in the upper right corner: Add Category.
In the next step, enter the category name (e.g. Department) and enter the options that can be assigned to the employee (e.g. IT, Marketing).
Remember that at any time you can change the name of the category, add, delete or edit the options of your choice.
How to delete a created Category?
A Category created in the Settings section cannot be permanently deleted, but it can be archived. All you need to do is to click the three dots on the right in the Category list next to the Category selected for archiving and select the ‘Archive’ option.
By switching on the ‘Show archived items’ switch, you can view the Categories that have been archived and even restore them again by clicking on the three dots on the right and selecting the ‘Restore’ option. In this way, you can include the restored Category back into the workflow.
What are the effects of archiving Categories?
- for ongoing Processes, nothing changes - the previously assigned, archived Categories continue to apply to ongoing Processes
- in the case of newly started Processes, the previously archived categories still apply
- archived Categories cannot be assigned to a User on his/her account or used when creating or editing Actions in the Workflow