This article will explain how to create a Category within Omnidek so that you can place Forms / Insights / Workflows into them
There are three places in Omnidek a User can create a Category and we will cover all three of them.
*Categories are site-wide, so there is no need to create the same category across the site*
1. Creating a Category within Form Designer
*These steps will begin inside the Form Designer; if you are unfamiliar with how to get to this page please refer to the articles located at the bottom of the page*
- In the Form Designer there is a Gear icon located to the right of “Form Name”; Click on this Gear
- Once Clicked; More options will appear to configure the Form
- In these options, you will see the question “Category”
- On the right of this question, you will see a Green Plus (+) Button, click this to start creating a new Category
- Once clicked; a module will appear asking you to name the category
- Once you entered in its name, click the “Add” button and it will create your Category to select
2. Creating a Category within the Insight’s Tab
- From the Dashboard; Navigate towards the “Insights” Tab
- Click on the “Insights” Tab
- Once the Page opens; Locate the “Add Category” and click to start creating a new Category
- Once clicked; a module will appear asking you to name the category
- Once you entered in its name, click the “Add” button and it will create your Category to select
3. Creating a Category within the Workflow Tab
- From the Dashboard; Navigate towards the “Workflow” Tab
- Click on the “Workflow” Tab
- Once the Page opens; Locate the “Add Category” and click to start creating a new Category
- Once clicked; a module will appear asking you to name the category
- Once you entered in its name, click the “Add” button and it will create your Category to select