Edit a mapping category
To edit a mapping category:
- Open the Main Menu
and navigate to Administration > Application Setup. - Navigate to KPI Builder >Mapping Category Definition. A table lists the Name, Description, Mapping Category Type, and Type (STANDARD or CUSTOM) of each existing mapping category.
- You can sort this list by the contents of any column by clicking tapping the column heading. Clicking Tapping toggles between an alphabetical or reverse alphabetical sort.
- You can filter this list by clicking tapping Filter
- You can condense the table by removing any unpinned columns (columns with a blue heading). Click Tap Column Selection
- Highlight the mapping category that you want to edit and click tap Edit
- You can filter this list by clicking tapping Filter
- Highlight the entities that you would like to add to the mapping category and click tap Assign
- Highlight the entities that you would like to remove from the mapping category and click tap Un-assign
- To overwrite the existing mapping category, select the "Everywhere <existing-mapping-category> used check box" in the Save changes to field, and click tap Save.
- To create a new mapping category, select the "A new Mapping Category Definition" check box in the Save changes to field, enter a Name and Description for the mapping category, and click tap Save.