Create and update case categories

Last updated: September 6, 2022

Case categories are used to filter the cases on the cases overview page and in content blocks. The goal is to create at least one category for each business line. If needed, you can create extra categories.

Add a category

Adding a case category can be done via the Case categories screen under Cases > Case categories. You can find the form the left side of the screen. To add a case category you will have to fill in two fields:

• Title enter the title of the category, f.i. TSG Charge.
• Select the matching activity name select the activity name the corresponds with the category you are creating. This will make sure the right activity color is used trhoughout the website.
• The slug filed is created automatically from the title, the description is not used in the website.

Editing a category

To edit a category, select the category from the list on the right side of the Case categories screen under Cases > Case categories. You will see the same form for editing the category as used for adding a category.

Assigning a category to a case

You can use the added categories when you are editing a case. On the right side of the screen you will find a box for Case categories. You can start typing the name of the category you want to add and you will see a suggestion for the available case categories.