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Difficulty: novice

Content

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 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.

Workflows

The object Reservation for example has multiple categories, see the picture for some reservation categories. Different categories can use different workflows because not all reservations follow the same steps. A simple 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 reservations might also include reserving catering, or specific assets like beamers, laptops, speakers. In these reservations we could also assign people tasks 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:

  1. Navigate to the Object, this can be done in two ways:

    • NavigationMenu: Configuration → Objects

    • Clicking an Object in the NavigationMenu

  2. Click the map on the top right corner

Here we can not only chose the Workflow/page but also the Workflow version if there are multiple

Pages

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

Exercise

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