Categories window

Contributors

The Categories window enables you to manage the workflow categories.

Note Depending on your role and account privileges, this window might not be displayed.
  • Categories table

  • Toolbar

A category is a set of workflows that enables you to complete a task. You can create a category by grouping a set of related workflows. You can also grant access to specific users to operate a category.

Categories table

The Categories table lists the workflow categories. The categories are identified by one of the following:

  • community certification - content created by users

  • ps certified icon wfa - content developed by Professional Services (PS), which is available only on custom installations made by PS

  • community certification - packs developed by users

  • lock icon wfa - content created by users that is locked

  • netapp certified - NetApp-certified content

You can customize the table display by using the filtering and sorting features available for each column, as well as by rearranging the column order.

  • Filter icon enables or disables filtering for the entire table. A red "x" appears over the icon if filtering is disabled.

  • Double-clicking Filter icon clears and resets the filtering selections.

  • Filter icon on each column header enables you to filter based on the content of the columns. Clicking Filter icon in a column allows you to filter on a specific item from the drop-down list or on all available items.

  • Clicking the column header toggles between ascending and descending order of sorting. You can identify the applied sort order by the sort arrows (Sort up icon for ascending and Sort down icon for descending).

  • To rearrange the location of columns, you can drag and drop columns to place them in any required order. However, you cannot hide or delete any of these columns.

  • Clicking the Search filter text box allows you to search for specific content. In addition, you can search using supported operators for the applicable column type, Alphabetic or Numeric.

The Categories table contains the following columns:

  • Certification

    Indicates whether the category is user-created (community certification), PS (ps certified icon wfa), community (community certification), user-locked (lock icon wfa), or NetApp-certified (netapp certified).

  • Name

    Displays the name of the category.

  • Description

    Displays a description of the category.

  • Workflows

    Displays the workflows that are available in the category.

  • Used for workflow authorization

    • Displays “true” for the categories that are restricted to certain users with operator role.

    • Displays “false” for the categories that are available for all users with operator role.

  • Users

    Displays the name of the user with approver or operator role who is authorized to execute the category.

  • Active Directory Group

    Indicates the name of the Active Directory group who is authorized to execute the category.

    You can search for a group by entering the group name in the Search filter text box.

  • Last Updated On

    Displays the date and time when the category was last updated.

  • Updated By

    Displays the name of the user who updated the category.

Toolbar

The toolbar is located above the column header. You can use the icons in the toolbar to perform various actions. These actions can also be accessed from the right-click menu in the window.

  • New icon (New)

    Opens the New Category dialog box, which enables you to create a new category.

  • Edit icon (Edit)

    Opens the Category <category_name> dialog box, which enables you to edit the selected category. You can also double-click the category to open the Category <category_name> dialog box.

  • Clone icon (Clone)

    Opens the New Category <category_name> - copy dialog box, which enables you to create a clone or copy of the selected category.

  • Delete icon (Delete)

    Opens the Delete Category confirmation dialog box, which enables you to delete the selected category.

  • Export icon (Export)

    Enables you to export the selected category.

  • add to pack icon (Add To Pack)

    Opens the Add To Pack Categories dialog box, which enables you to add the category and its dependable entities to a pack, which is editable.

    Note The Add To Pack feature is enabled only for categories for which the certification is set to None.
  • remove from pack icon (Remove From Pack)

    Opens the Remove From Pack Categories dialog box for the selected category, which enables you to delete or remove the category from the pack.

    Note The Remove From Pack feature is enabled only for categories for which the certification is set to None.