Set Up the Workflow Category List Table

To set up the workflow category list table:

1. On the Navigation menu, click Administration » List Tables » Workflow Category.

2. On the Workflow Category Form, select the category name that you want to edit. Enter a new name or edit the name as needed.

3. You can perform the following actions:

   • To add a new category, position your cursor on the record that should appear above the newly inserted record, and click Insert.

   • To reorder a category, position your cursor on the category, and click Move Up or Move Down.

   • To reorder all the categories alphabetically on the list, click the Description, Code, Default Prefix, or Active heading.

   • To print the grid contents or export them to Microsoft Excel, click Workflow Category » Print.

4. Click Save and Close to save all the changes that you made and then close the form.

What do you want to do?

Set up a workflow priority list table

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