Difficulty: novice
Content
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Learning Objectives
After reading this article, you’ll be able to:
Know what categories are used for
Understand the effect of categories on:
Workflows
Pages
Categories
Objects Almost all objects in Workplace have categories, based on categories these objects can have different instance pages or workflows (see more on pages in How to create and label a page. and workflows Workflows basics). Many objects have predefined categories in the FMB. In this article we describe the use of categories and how we can use workflow/pages on different object categories.. But why do categories exist?
The category in which an instance (for exampe a reservation) is created determines a variety of things, such as:
what workflow (version) is used;
page layout (fields, order, etc.)of the instance page;
applicable template;
acces to the object;
In this article only the workflow and page layout are discussed. For the purpose of learning the basics this is sufficient. In later articles categories are discussed in further detail.
Workflows
The object Reservation for example has multiple categories, see the picture screenshot for some examples of reservation categories. Different categories can use different workflows because not all reservations follow the same steps.
A
workplace reservation, where we only need to reserve a workplace is fairly simple. We select a room, check it’s availability and book it.
Other FMB
reservation categories might
include reserving catering, or specific assets like beamers, laptops, or speakers. In these reservations we could also assign
tasks to users like giving out or taking back the laptop/speaker.
So depending on the Reservation category the process of making a reservation might differ. This is done so that users don’t see fields/functions that are not being used in specific cases. The Workflow used for a category can be found as follows:
Navigate to the Object, this can be done in two ways:
NavigationMenuIn the Navigation menu, click: Configuration → ObjectsClicking an Object > Objects > search for the object > open the object, or
Clicking for example on the menu option ‘Reservations’ in the NavigationMenu
Click the map folder button on the top right corner
Here we can not only chose the Workflow/page but also the Workflow version if there are multiple
Pagesof your screen to get an overview of all categories beloning to this object.
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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