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How do I create & manage categories
How do I create & manage categories

Organize how processes are presented to your users.

C
Written by Colin Little
Updated over a week ago

Categories are a powerful way to group how processes are presented to your users.

In the Setup section of Flowingly you'll find Categories as the fourth tab (after Users, Teams and Databases).

From here you can create and manage the categories for your business.

Create a category

  1. Click the green Add Category button.

  2. Select a name and optionally provide a description. 

Create a sub-category

  1. Once a category has been created, click on the "+" button in the "Actions" column.


  2. Select a name and optionally provide a description.

Note: There is a limit of 2 levels for additional sub-categories i.e. Top level -> Level 1 -> Level 2.

Edit a category

  1. Click the pencil ✏️  on the row of the category you need to edit.

  2. Make changes to the name and/or description.

  3. Click Save changes.

Delete a category

  1. Click the trash can 🗑  on the row of the category you need to delete.

  2. You will be prompted to confirm deletion and if your category contains Flow Models required to select a new category for these Flow Models to be moved to.

Add or remove a process (Flow Model) from a category

You can manage individual process categories from the Process Library. Learn more about creating and managing processes

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