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Version 1.0
Created: 24 May 2024
Updated: 24 May 2024

How Do I Add New Category in Customer/Project/Job/Digital Form/Asset/Public Form?

  1. For example, if you wish to add new category in Project. At the desktop site’s navigation bar, go to Wizard.
    Open Wizard Page Here: https://system.caction.com/wizard

    Wizard Sidebar

  2. Click “Project”.

    Project in Wizard

  3. Click “Category”.

    Project Category in Wizard

  4. Click on the “Add New Category” button.
    Add New Project Category Here: https://system.caction.com/settings/CategoryList?type=dssecond

    Add New Project Category Button

  5. Enter the name of the new category.

    New Project Category Name

  6. Click the “Submit” button.

    New Project Category Submit Button

  7. Remember to click the “Save” button to save the new category.

    New Project Category SaveS Button

  8. Click “OK” and the new project category has been saved successfully.

    New Project Category Save




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