Overview: This article describes how to create, edit, and delete sub categories from master data.

  1. Navigate to Configuration from the Main menu and select Subcategories 
  2. All existing entities are presented in the list when you click the master data element link
  • Search- Enter a subcategory name, or form name in part or full sentences to filter the results.
  • Reset- Clicking the reset button will clear all search entries from the field.
  • On the screen, you can adjust the number of records displayed using the pull down menu.
  • The pagination window in the bottom right corner of the screen allows you to browse between pages.
  • The sort icon present on each tile allows the data to be sorted ascending or descending order.
Create New Subcategory

a. To add new subcategory, click the +New button in the results heading. 

b. The user is then presented with a set of fields to fill in for a new master data entry. 

c. Select Category from the drop down box and enter a new subcategory name.

d. Once the information has been entered:  

  • Click the Save & New button to save the department and create a new entry. 
  • Choosing Save & Close will save the entry and dismiss the window. 
  • When you click on Cancel, the action is aborted.
Update existing subcategory: 

a. Choose a subcategory that needs to be modified from the list.

b. Click the Edit button located next to the entity information in the Actions list.



c. When you click the Edit button, the master data entity details become accessible for editing.


d. Once the information has been edited:

  • Click the Save & New button to save the changes in the system and create a new entry. 
  • Choosing Save & Close will save the changes and dismiss the window. 
  • Choosing Cancel button will abort the changes.
Delete the existing subcategory: 

a. Choose a subcategory that needs to be deleted from the list. 

b. Click the Delete icon located next to the edit information in the Actions list. 

c. The user is displayed a confirmation pop-up upon clicking the Delete button. 

  • When a user confirms, i.e., clicks the YES button, the selected master data entity is deleted from the system only if no dependency records are found in the system. 
  • If the selected master data entity is already in use in the system, the user receives a warning message informing them that the master data entity cannot be removed. 
  • If the user selects NO, the deletion procedure is aborted.