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.
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Create Product Field Categories
Create Product Field Categories
Table of contents
Overview
Creating a New Product Field Category
Getting Here: Click Configuration > Client Settings > Product Field Categories
- Click New.
- Enter a name into the Category Name field.
- Enter a description into the Category Description field.
- Select all applicable items from the Product Fields section.
- Select all applicable items from the Plan Unit Instance Fields section.
- 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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