About the Case Categories Form

This service stores the set of categories that can be assigned to cases. These records appear in the Category drop-down list on the Cases form.

Attachments Tab

The Attachments tab lists any files relevant to the Case Categories record.

Comments Tab

The Comments tab lists all comments relevant to the Case Categories record.

General Tab

Name (required)

The name of the case category.

Description

A description of the category.

Parent

If this is a sub-category of a broader category, this field identifies the parent category. It is used to create a hierarchy of categories. This field links to another record in the Case Categories service.

Product

This field provides an optional link to the Products service. When specified, it can track a product associated with this particular case category.

Rank

Specifies the rank for the category. Categories are shown in rank order from lowest to highest in the Category drop-down field on the Cases form.

Active

When checked, this category is available to assign to new cases. Note that by default, inactive categories continue to appear in the Category drop-down field on the Cases form.

Web Enabled

When checked, this category is available for viewing on an e-Business website that is designed to support Case Management.