Event Portal Categories

You use Event Portal categories to organize documents and tasks into groups (for example, Catering, Beverage, etc.). You can also configure your Event Portal with a Category filter so your online users can filter documents and tasks based on category.

You assign Event Portal categories to tasks from the Task screen or by using the EP Category drop-down on the Details tab of the Add Document screen.

See Event Portal Configuration Overview for information about the Event Portal configuration process. 

Add an Event Portal Category

1. Click the Event Portal Categories link on the Main Menu. The Event Portal Categories page opens.
2. Click the Add button. The Add Event Portal Categories window opens.
3. Enter the name of the category into the Description field.
4. Check the Active box so the category is available to assign to documents and tasks.
5. Click OK. 

Change an Event Portal Category

You can change the description for an Event Portal category after you have created it. When you change the description of an Event Portal category, it updates wherever the Event Portal category is used. If you don't want to update the already existing Event Portal category data, then you must add a new Event Portal category using the steps in Add an Event Portal Category.

1. Click the Event Portal Categories link from the Main Menu. The Event Portal Categories page opens.
2. Select the category to edit.
3. Right-click and select Edit. The Edit Event Portal Category window opens.
4. Update the information as necessary.
5. Click OK.

Inactivate an Event Portal Category

If you no longer use an event portal category but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an event portal category inactive, it is no longer available for selection in the Event Portal Category drop-down.

1. Click the Event Portal Categories link from the Main Menu. The Event Portal Categories page opens.
2. Select the category to make inactive.
3. Right-click and select Edit. The Edit Event Portal Category window opens.
4. Check the Active box.
5. Click OK.

Delete an Event Portal Category

If you no longer use an Event Portal category and don't want to keep a record of it, you can delete it. You cannot delete Event Portal categories that are assigned to tasks and/or documents. You cannot undo the delete process.

1. Click the Event Portal Categories link from the Main Menu. The Event Portal Categories page opens.
2. Right-click on the category to delete.
3. Select Mark for Delete.
4. Click the Save button.