Categories

Use categories to group related items (from resources to processes) in TotalAgility and provide a means to restrict or provide access.

You can track different types of items that are related but stored in different folders. For example, associate all business processes along with any resources used in the Finance department with the Finance category.

TotalAgility provides the following out-of-the-box categories:

• Default Category

• System Category

• TotalAgility Forms: This category includes TotalAgility Workspace forms and the Management Console sub-category.

  For a clean TotalAgility on-premise installation, the Management Console sub-category is available on the Category list for Navigations and Packages by default. For On-premise multi-tenant and Azure environments, the Management Console is not available in the Designer and Workspace. When upgrading TotalAgility, if you select the "Import system Workspace package" option, then both the Workspace package and Management Console package are imported.

  If importing the Management Console package manually, make sure to select the "Overwrite non-versioned items" option.

• Business Rule Parameters: This category is only available on upgrading TotalAgility, or when you import a logic rule in an older map. Any business rule parameters are imported as server variables and placed in this category.

We recommend that you create custom categories. You can also create categories within categories.

To learn how to create, modify and delete a category, see Manage a category.