Category Configuration
Creating New Category In Deepser
To create a new category in Deepser you will need to go to the menu: System -> Categories
At this point, you will need to click on the “Add Root Category” button
At this point, the following screen will open:
Below are the fields with their meanings:
| Field | Description |
| Name | This field is the name that the new category will have. |
| Description | This field is the description that will be associated with the new category |
| Image | This is the icon that will be displayed side by side next to the category name (only if this field is filled in) |
| Status | This field is the status that will have the new category: if the status will be enabled then the category will be displayed among the usable and selectable categories, otherwise it will not be displayed among the categories. |
| Frontend Visibility | This field indicates whether this category will be viewable among the categories in the guest portal (only if the guest portal is enabled) |
Once you have filled in the fields, you can click on the “Save Category” button
Creating New Sub-Category in Deepser
To create a new subcategory in Deepser you will need to go to the menu: System -> Categories
At this point, you will need to select the category that will become the parent of the new subcategory and click on the “Add child Category” button
Now the following screen will open:
Below are the fields with their meanings:
| Field | Description |
| Name | This field is the name that the new subcategory will have. |
| Description | This field is the description that will be associated with the new subcategory |
| Image | This is the icon that will be displayed side by side next to the subcategory name (only if this field is filled in) |
| Status | This field is the status that the new subcategory will have: if the status will be enabled then the category will be displayed among the usable and selectable subcategories, otherwise it will not be displayed among the subcategories. |
| Frontend Visibility | This field indicates whether this category will be viewable among the subcategories in the guest portal (only if the guest portal is enabled) |
Once the fields have been filled in, it will be possible to click on the “Save Category” button.
Category Visibility Management
Model Visibility
On model visibility tab you can limit the usage and access of a category on a model. For example, you can set a category to be visible only on operation model.
To configure a new model visibility, just click on the ‘+’ button inside model visibility tab.
Model Visibility – Example
Below there is an example of a model visibility, that limits the ‘User Equipment’ category to only operations of type ‘Request’ and ‘Incident’. When users open a ticket of type ‘request’ or ‘incident’, they will be able to view and use the ‘User Equipment’ category.
Field | Description |
Model | Select field where you can choose the model which will have visibility to this category. |
Portal Visibility | With this field you can make the category visible or not on End Users portal. |
Frontend Visibility | Select field with Yes/No values , that can set the category visible on frontend portal. |
Expression | Query Builder field that adds another layer of visibility on the category. With this field you could limit the visibility of a category if certain conditions based on model’s fields, are met. |
Expression (Script) | Scripting field that has the same functionality as the query builder, but here you can write the conditions directly by code. |
Group visibility
By configuring group visibility you can limit, users access to a category based on the group that they participate.
To set group visibility, just go under group visibility tab and select the groups of visibility on the ‘Enabled Groups’ field. In the example below, the “User Equipment” category is visible only for users that are part of “IT- First Level” or “IT Customers” groups.
Guest Portal Visibility
Here, you will need to click on the category we want to change.
At this point, we must change the field “Portal Visibility” to “Yes”
Finally, we must click on the “Save Category” button.
