Categorizing Records

Use Record Categories to organize records in an app into different groups and subgroups. 
To configure Categories: 
  1. Within an app, click the Gear wheel Screen_Shot_2017-07-19_at_9.43.03_AM.png on the right.
  2. Under Advanced Settings, select Categories.
  3. Select the Use Categories check box. 
  4. Under Category Tree, enter a name for the first category.
    • Click the Add icon to add another category
    • Click the Sub icon to add a sub-category to the category.
    • Click an Add icon next to a sub-category to add a second sub-category..
    • Drag the Arrow icon up or down to change the order of the list.
    • Click the Delete icon to delete the current entry.
  5. When finished adding categories, click Save
  6. Click Update App.

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