Appearance
Viewing Categories
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Note: Categories can only be viewed by organizational users who have been granted relevant permissions
The Categories Page - Categories Tab features a tree-view table, that shows a nested view of categories.
Each row represents a category. Clicking on the arrow towards the extreme left of the category row, expands the category, displaying lower level categories within the category. Categories can be searched and filtered via the Name filter atop the table.
Categories have three levels:
- Super Category: This is the first and highest level of categories. Cannot be directly assigned to an asset
- Category: This is second level of categories. Cannot be directly assigned to an asset
- Sub Category: This is the third and last level of categories. Only these can be directly assigned to assets.
Lower level categories inherit some data from higher level categories and assets in turn inherit data from their assigned categories.
The category row may have several colored chips, for easy view of some data fields that are either set on the category or are inherited from higher level categories. Inherited data is shown in a paler shade of similar colored chips. The row of coloured chips atop the table, labelled Show Tags, explains what each colored chip means and also works as a tag filter, letting you choose which kinds of chips are displayed.
The chips also include any Form Templates attached to the category: Asset Details templates appear as pink chips and Inspection templates as purple chips (the chip label is the template's description). Templates inherited from a higher-level category are shown in a paler shade with a down-right arrow icon; hovering a chip shows a tooltip distinguishing attached templates (for example, "Attached Inspection template") from inherited ones and naming the level they were inherited from.
Double-clicking a category (on its category chip/switch) opens that category in place (as a popup), while single-clicking expands/toggles its lineage view inline.
Hidden Categories appear greyed out in the categories table.
Filtering Tags
The Show Tags filter has one chip for each kind of tag, in the same colour as the tags it controls:
| Filter chip | Controls |
|---|---|
| Attachments and Add Ons | The add-on chip |
| Rental Rates | The rental rate chips |
| Depreciation Schedules | The depreciation schedule chips (only shown when depreciation is enabled for your organization) |
| Asset Detail Template | Pink Asset Details form template chips |
| Inspection Template | Purple Inspection form template chips |
- A chip that is ticked and tinted in its own colour means those tags are shown. A grey, outlined chip means they are hidden.
- Click a chip to hide or show that kind of tag. The change applies to every category row at every level of the table, including inherited tags.
- Double-click a chip (or hold Alt and click it) to show only that kind of tag.
- Click the All chip to show every kind of tag again.
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The tag filter only changes which chips are displayed. Every category remains visible in the table.