Cisco Cisco Process Orchestrator 3.0 User Guide

Categories can be used to organize your processes based on your business-specific requirements. Use 
the Definitions > Categories view to create a new category and add members to the category. You can 
also add members to a category when defining a process.

For additional information about defining a process, see 

To create a category:

Choose Definitions > Categories, right-click and choose New > Category. 

In the New Category Properties property sheet, update the properties for this category, then click OK.

For information about the field parameters, see the online help.

You can choose the objects (or create new objects) to be included as members of a category. Both 
processes and categories can be included as members of a category. 

The category membership of a locked process cannot be edited by other users. For more information 
about locked processes, see 

To add members to a category:

Choose Definitions > Categories, select a category, right-click and choose Properties.

Click the Members tab, then click Add.

In the Objects available for category membership dialog box, use one of the following methods to select 
objects:

If the appropriate objects are listed under Select Category Members, choose the appropriate 
categories or processes to be included in the category, and click OK.

If the appropriate objects are not listed, click one of the following to create a new object, and click 
OK: 

New > Categories—Define the properties of a new category 

New > Processes—Define the properties of a new process. 

The new object displays in the Select Category Members list. Highlight the new object and any other 
objects, as necessary. The selected items display on the Members tab. 

Click OK to close the dialog box and complete the procedure.