Creating a new category
Categories can be used to allocate forms and task lists into respective functions. Users with Developer or Delivery role can create, edit or delete categories in Human-Bot Collaboration Designer.
Consider a scenario where you need a form that is used to generate sales invoices. Developer or Delivery user can create a category called Finance, before assigning the form to this category. When a team is associated with this category, all the members of this team can execute bots in Human-Bot Collaboration Assistant for invoice related tasks.
Sign in to the Human-Bot Collaboration Designer as Developer or Delivery
- Click if you have signed in as Developer user.
- Click New Category if you have signed in as Delivery user.
Update the following fields:
- Name: Enter a name for the new category.
- Description: Enter a brief description for the new category.
- Click Save.