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Managing Workspace CategoriesLocate this document in the navigation structure

Use

To facilitate organizing and searching for workspaces, you can define categories to filter the list of workspaces in the Workspace Directory. A workspace category has one or more values. For example, a category named Department can have the following values: HR, Finance, Development, QA and Sales.

You define whether the category allows users to select only one value, or whether it allows the selection of multiple values.

You can also define a category as mandatory. When creating a shared workspace, the user must set values for any mandatory categories.

In the workspace categories screen, Start of the navigation path System Administration Next navigation step Workspaces Categories End of the navigation path, you can add, edit or delete categories. The categories are listed in a table, and the order of the categories determines the order in which they appear in the Workspace Directory.

Procedure
Adding a Workspace Category
  1. In the portal, navigate to Start of the navigation path Workspace Administration Next navigation step Workspace Categories End of the navigation path.

  2. From the Master Language drop-down list, select the language of the master locale.

  3. Choose Add.

    The Category Settings screen appears.

  4. In the Name field, specify a name for the category.

  5. Select the Multi-Value check box to enable selecting more than one value for the category.

  6. Select the Mandatory check box to make selecting a value for this category mandatory when creating a shared workspace.

  7. Specify the values of the category, by choosing Add and typing a value.

  8. Choose Done.

Note

Use the Move up and Move down buttons to order the list of categories and determine their order in the Workspace Directory.