Variable Categories

Note: Access to the Variable Categories screen requires the role 'Dataflow/Document Templates and Variables' (see Roles).

To access the Variable Definitions screen, click the CONFIGURATION  button at the top left and select Variable Categories.

The list of categories shows the 'Name' and 'Description'.

Note: The 'Property' category is protected for system use and cannot be modified or deleted.

Add a new category

Click the + New button.

In the Add variable category dialog, type in a Name and an optional Description.

Click Confirm to create the new category.

Edit a category

Click the category name to display the edit buttons. Click the edit (pen) button and in the Edit variable category dialog you can modify the Name and Description.

Click Confirm to save the changes.

Delete a category

Click the category name to display the edit buttons. Click the red 'Bin' button and click Yes in the confirmation dialog.

A category cannot be deleted if it is linked to any variable. You will get an error response if you try to delete the category.