As a Customer Administrator, you can add item types to categories. When adding an item type, you can add optional attributes, change their order, and make standard attributes required. You can also associate the item type to additional categories.
For more information on attributes, refer to:
- Work with Attributes - procedures for adding, requiring data, and more
- Categories and Item Types - an overview of Attributes and details about Maintenance features
To add an item type
- On the Settings tab, click Categories. The Categories page opens.
- In the left pane, locate and select the category where you want to add this type.
- Click Add Item Type. The right pane shows the fields to complete.
- Enter the item type Name and Description.
- To make Standard Attributes required, select each attribute's Required check
- In the Optional Attributes section:
- Click Add Attribute. The Attribute window
- Click each attribute you want to add to this type.
- When you are done, click Close.
- To change the order of Optional Attributes, click, drag, and drop attributes within the
- If appropriate, add Categories to the item as follows:
- Click Add Category. The Category window opens.
- Click each category you want to add to this type.
- When you are done, click Close.
- Click Save.