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Create Product Field Categories

Overview

Product Field Categories can be managed from the Product Field Categories page and can be associated with a plan. These categories allow you to group product fields and associate those fields with plans in the Product Catalog. 

Creating a New Product Field Category

Getting Here: Click Configuration > Client Settings > Product Field Categories

  1. Click New.
  2. Enter a name into the Category Name field.
  3. Enter a description into the Category Description field.
  4. Select all applicable items from the Product Fields section.
  5. Select all applicable items from the Plan Unit Instance Fields section.

  1. Click Save.

These Product Field categories can now be selected in the Product Field Categories section of the Plan Details page when creating a plan.

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Last modified
16:10, 27 Jul 2015

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