Search for a Category

To search for an existing Category:

  1. From the User Details drop-down menu in the top-right corner of the screen, select Admin. The Administration window is displayed.

  2. From the tool bar at the top of the Administration window, click Settings. The Settings screen is displayed, with the Folder tab selected by default.

  3. Select the Category tab. For each Category, the screen displays its code, name, and type.

  4. Optionally, to search for a specific text string, enter the desired value in the Search field. The system displays only the Categories that have this text string anywhere within their Code, Name, or Type.

  1. By default, the items are sorted alphabetically by Code. Optionally, to sort the list by some other column, click the desired column header. The list is resorted by that column in ascending order. Click the same column header again to toggle the sort order to descending.

  2. By default, the screen displays ten items. To change the page size, select a different option (10, 25, 50, or 100) from the Show Entries drop-down menu. If the number of items is greater than the page size, links to additional pages are displayed beneath the list.