Using the Category Browser

The category browser allows normal users to browse and view the available application categories in your Zingoolarity instance and allows administrative users to maintain these (create, update and delete).

To invoke the category browser, select Categories from either the main menu or from the home page:

(Zingoolarity category browser)

Searching & Filtering for Categories

The category browser allows you to search and filter for the following category attributes:

• Name
  Enter part of a category name.
• Active
  Select whether you want to see all categories, only active categories or only inactive categories.

Click the Search button to perform the search or click the Clear button to reset the already entered search criteria.

Exporting Categories

If you are an administrative user, you can export the currently filtered list of categories in ZML format to a local file.

Click on the Export button to perform the export.

A file named export_cat.txt will be created in your local Downloads directory.

Adding a New Category

To add a new category, click the Add button.
The new category editor screen will appear:

(Zingoolarity category editor screen)

Let us have a look at the different available attributes of a category:

• Name
  The Name of a category represents a short and easy-to-understand label for the category.
• Detail
  The optional Detail of a category is a full text description, optionally formatted in HTML.
  You can enter HTML tags directly (e.g. if you want to underline something in the text, you can include it in tags).
• Active
  The Active toggle of a category can be used to disable (or enable) a category.
  Disabled categories are not available in the various views or drop-down boxes of Zingoolarity.
  Setting a category to inactive can be used as some kind of soft delete.

At the bottom of the screen, a couple of buttons are available:

• The Save button will just save your changes (without leaving the editor screen).
• The Save+Back button will do the same but return to the previous screen.
• The Cancel button will just return to the previous screen (without saving).
• The Delete button will request confirmation, will delete the record and then will return to the previous screen.
  Note: Deleting a category is only possible, if the category is not yet used somewhere in Zingoolarity already; if this is the case, you will see an appropriate error message.
  The Log button will show a historical transaction log of the current record (for auditing purposes).

Editing an Existing Category

To edit an existing category, click the Edit button next to the category in the list shown in the category browser after searching.