Categories

The Categories tab allows you to manage workflow categories. Think of workflow categories as containers that hold related workflows.  By organizing workflows into categories, you gain several advantages:

Simplified Permissions Management:  Instead of granting access to individual workflows, administrators can assign permissions at the category level, controlling user access to entire groups of workflows.

Improved Workflow Organization:  Categories help you segregate workflows for different purposes, departments, or projects, making it easier to find and manage them.

Targeted Workflow Display: When users browse the workflow catalog, they can filter by category to see only the workflows relevant to their needs.

 

Important: A workflow can only be assigned to a single category.

The table below discusses the Categories menu options.

Table 6.5: Description of sections on Workflow categories sub-menu

No.	Artifact	Description
1.	"Add New Button"	Displays the category selected in the table in the left columnar section
2.	The Left columnar section displays all Categories	It has Actions to Edit, Assign Permissions and Delete a Category
3	The Right columnar section displays all workflows in the Category selected on the left.	It has Actions to Assign Permissions to Workflows.Checkbox to show disabled workflows. Select workflows in the combo box to move workflows from one category to another.
4	Move Button	Enable checkbox for workflows to move to the right columnar section.Select the Category to move to from the drop-down list next to the move button. Then select the move button.

Add New Category

Group workflows into workflow categories. A workflow can be present in only one category at a time.

A category named 'Default' is always present.

To create a new workflow category:

1. Navigate to the Workflows🡪 Workflow categories menu.

2. Click Add New button.

Figure 6.78: Workflow Category

3. Enter the details of the new workflow (category name and description). Click Create to create a new workflow category.

Figure 6.79: Entering New Workflow Category Details

Workflow category created successfully message appears.

Table 6.6: Add New Category Field Description

Field	Description
Category Name	Specify workflow category name.
Description	Specify workflow category description.
Buttons:
Create	Click to create new workflow category.
Cancel	Click to cancel, creating a new workflow category.

Search Workflow Category

A tabular list of all categories appears as seen in the left columnar section as shown below.

Figure 6.80: Workflow Category

Columns descriptions are as shown in the table below.

Field Name	Description
Create New Category	To create a new workflow category.
Category Name	Displays workflow category name
Description	Displays workflow category description.
Actions:	Displays available actions to perform on workflow category.
Edit ()	To edit workflow category.
Assign Permissions()	To assign permission to the workflow category.
Delete(	To delete workflow category.

Table 6.7: Workflow Category Tabular List Field Description

Editing Workflow Category

To edit workflow category:

1. Navigate to the Workflows🡪Workflow Categories menu.

2. Click the Settings icon in the Actions column.

3. Click Edit ( ).

4. Click Edit the workflow category (category name and description)

5. Click to save the edited details.

6. Workflow category updated successfully message appears.

Deleting Workflow Category

To delete the workflow:

1. Navigate to Workflows🡪 Workflow Categories.

2. Click and highlight the Category to be deleted.

3. Click delete icon ( ) corresponding to the workflow category in the Actions column

Figure 6.81: Deleting Workflow Category

4. Click Delete to confirm deletion of workflow category

tip

All the workflows in the deleted category will move to the default category.

5. Workflow category deleted successfully message appears.

Existing Workflows in Category

Following are the steps to view workflows in an existing category.

1. In the Menu go to Workflows🡪Categories. Categories page appears.

tip

Categories are visible on the left-hand pane, and the corresponding workflows are on the right-hand pane.

1. Click on a category in the left pane.The list of workflow's in that category will apear in right-hand pane. Table 6.8: Existing Workflows in a Category chosen on the left-hand section.

Field	Description
Category	Displays the Category Name
Tabular List:
	Use this icon to drag and drop workflows to any category on the left-hand side.
Check Box	Enable check box for all workflows to move.
Show Disabled workflow	Select/Clear checkbox to show disabled workflows
Move selected workflows	Choose a workflow category from the drop-down list. It is the category where you want to move the selected workflows.
Move Button	Click the Move button to move selected workflows to the category chosen above

Moving Workflows

To move workflows to another category:

1. Navigate to Workflows 🡪 Workflow Categories.

2. Select the category that has workflows to be moved.

3. Select the category whose workflows you wish to move to another category. In this case, the selected category is Ticker.

4. Existing workflows in the selected category will display on the right-side.

5. Enable the checkbox next to the workflows to be moved. In this case, enable the checkbox for the Get Wipro Stock Value.

6. 'Move selected workflows to' field with a drop-down is visible.

7. Select the category to move to from the drop-down list next to the Move button. Click Move. Workflows will move to the selected category.

8. Workflows category changed successfully message appears. Get Wipro Stock Value is removed from the Ticker Category.

9. You can now see Get Wipro Stock Value in the new category.

Categories: Features/Permissions for other users

Table 6.9: Add New User for other Tenant Users

Feature/Role	Admin	Workflow Administrator	User Administrator	Agent Administrator	Tenant User	Activity monitor
Create/Edit/Delete Category	✔	✔	-		-	-
Move workflow to other categories	✔	✔	-		-	-
Assign Permissions to Workflows	✔	-	✔		-	-

*Tenant users can use the AutomationEdge features depending on Read, Write or Execute permissions granted to them on workflows.