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Edit a Category

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This article explains how to edit a category.

To edit a category:

  1. From the sidebar, select Categories.

  2. Locate the category you want to edit, and select it to view its details.

  3. On the category details page, select Edit.

  4. In the category form, edit the field as needed. The following table describes each of the fields in the category form.

    FieldDescription
    NameThe name of the category. It can be up to 255 characters long.
    You can't create a category without a name.
    Category IconsList of icons you can use for the category thumbnail.
    You can upload a custom icon to create a thumbnail for a category. For more information, see Edit a Category.
    DescriptionA short description of the category. It can be up to 4096 characters long (roughly 500-700 words).
    Make sure to include all relevant details about the category.

  5. Select Update to save your changes.

The category is updated.

View the Original Language of a Global Category​

availability

Multi-language categories are currently in Beta and can be seen in sub-organizations that are part of their Global Organization. As we continue to improve these features, their functionality and behavior may change. For more information, contact your MaintainX® representative.

If your sub-organization uses translated global categories, MaintainX displays category names based on the preferred language set in your Profile Preferences settings. Translations are configured at the Global Organization level and visible in its sub-organizations. These can't be edited in sub-organizations. You can also switch between the translated category names and their original language. For more information, see Translations.

You can view the original category name only when the preferred language in your Profile Preferences settings is set to a language other than English that's also configured in your Global Organization.

To view the original language:

  1. From the sidebar, select Categories.
  2. Select the category you want to view in its original language.
  3. Select (more options).
  4. Select (See original). This will be viewed in the translated language.

The selected category will be translated back to the default language (English).