Overview


In ASAP, categories are a way of grouping either Products or Questions.

These groups are defined through the category management screen and used throughout ASAP in such places as:

  • Product Configuration
    • Most product lists within ASAP will also group products by categories
  • Question Configuration
  • Calculation Groups
  • Product Questions
  • Runabout Configuration

Additionally, categories are frequently used in the configuration of Data Providers.


Adding a Category

  1. Navigate to the Category Management screen through Basic ConfigurationCategories

  2. Fill the configuration options
  3. Select Add Category

Updating a Category

  1. Navigate to the Category Management screen through Basic ConfigurationCategories
  2. Select the category
  3. Update the configuration options
  4. Select Update Category

Configuration Options



Configuration Description
Category ID A system generated identifier
Name The category title
Disabled A method of soft deletion, if checked the category will still exist but will be hidden from any use of lists
Category Type Decides where the category can be applied, either: Products, Questions or both
Min / Max Product Count A method of enforcing a product count for a category
Sort Priority A method of ordering categories where 0 will appear first
Category Group The category group that the category belongs to

Category Groups

Category Groups are a way of collating Product or Question groups.

These groups are used for the configuration of the Data Providers and in most cases are configured by Dataforce.

If necessary, category groups can be added and modified through the Category Group Management screen (Admin -> Basic Configuration -> Category Groups)