Manage Categories of Entity Types

  1. Select the Admin > Entity Definition > Types.

    The Entity types screen shows the entity types that belong to the selected entity type category.

    To add an entity type to the entity type category, use the Entity Types maintenance screen.

    You can use the Relationships screen to view or edit relationships between the entity type category and other entity type categories and entity types.

  2. To define a new entity type category:

    1. Select New.

    2. In the Description field, enter a description of the entity type category.

    3. In the Category Type drop-down, select the entity type you want to create.

      This drop-down allows you to group any types into user-defined categories.

      You can filter the display for a specific type of category or show all types of categories.

    4. To keep the entity type category for reporting purposes only, select the Deactivated checkbox.

      If you select this checkbox, the entity type category is deactivated but not deleted.

      Users can't select the entity type category but can report on that category.

    5. Select Save.

  3. To add an entity type relationship:

    1. In the table at the top of the screen, select the entity type category you want to edit.

    2. Select the Relationships tab.

    3. Select Add.

  4. To delete an entity type category:

    1. In the table at the top of the screen, select the entity type category you want to delete.

    2. Select Delete.