Difficulty: novice
Content
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Learning Objectives
After reading this article you will be able to:
Know what categories are used for
Understand the effect of categories on Workflows and Pages
Have you already read Categories and fields ?
Why do categories exist?
Almost all objects in Workplace have categories. But why do categories exist?
The category in which an instance (for example an asset) is created determines a variety of things, such as:
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applicable template;
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access to the object;
In this article only the page layout are discussed. For the purpose of learning the basics this is sufficient. In later articles categories are discussed in further detail.
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The category determines the page layout
The same goes for instance pages:
Depending on the category of the object we can show/hide category specific fields. For example, fields like License plate/Mileage we only use for assets in the category: car. We can make sure these are only visible on the car instance page, but not on any other pages, so that end users only see fields/functions important to those objects. The page can also be changed on the category page.
Summary
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Exercise
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Search
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Categories are used to differentiate different ‘types’ of an object. For instance, the area object has the following default categories available:
Floor
Meeting room
Workplace
parking
The use of categories for objects has multiple purposes:
Reporting
Integrations
Different page
Use of a template
Different (workflow)
Different authorizations