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Configure Categories

Categories in Deepser provide a hierarchical classification system for organizing Service Operations and other records. You can create root categories and subcategories, and control their visibility across models, groups, and the guest portal.

Create a Root Category​

  1. Navigate to System > Categories.
  2. Click the Add Root Category button.

  1. Fill in the fields described below.
FieldDescription
NameThe display name of the new category.
DescriptionA description associated with the category.
ImageThe icon displayed next to the category name (optional).
StatusSet to Enabled to make the category available for selection, or Disabled to hide it.
Frontend VisibilityControls whether this category is visible in the guest portal (only applies when the guest portal is enabled).
  1. Click Save Category.

Create a Subcategory​

  1. Navigate to System > Categories.
  2. Select the parent category and click the Add Child Category button.

  1. Fill in the fields described below.
FieldDescription
NameThe display name of the subcategory.
DescriptionA description associated with the subcategory.
ImageThe icon displayed next to the subcategory name (optional).
StatusSet to Enabled to make the subcategory available, or Disabled to hide it.
Frontend VisibilityControls whether this subcategory is visible in the guest portal (only applies when the guest portal is enabled).
  1. Click Save Category.

Configure Category Visibility​

Model Visibility​

On the Model Visibility tab, you can restrict a category to specific models. For example, you can make a category visible only on the Service Operation model.

To configure a model visibility rule, click the + button inside the Model Visibility tab.

Example: The rule below limits the "User Equipment" category to Service Operations of type "Request" and "Incident." When users open a Service Operation of either type, they can view and select the "User Equipment" category.

FieldDescription
ModelThe model that will have visibility of this category.
Portal VisibilityControls whether the category is visible on the User Portal.
Frontend VisibilityA Yes/No field that sets the category visible on the User Portal.
ExpressionA Query Builder field that adds conditional visibility based on the model's fields.
Expression (Script)A scripting field with the same functionality as the Query Builder, but allows you to write conditions directly in code.

Group Visibility​

Group visibility restricts category access based on user group membership.

  1. Open the Group Visibility tab.
  2. Select the groups in the Enabled Groups field.

In the example below, the "User Equipment" category is visible only for users who belong to the "IT - First Level" or "IT Customers" groups.

note

Group visibility restrictions are inherited by subcategories. If a parent category is restricted to certain groups, its child categories follow the same restriction.

Guest Portal Visibility​

  1. Navigate to System > Categories.

  1. Click on the category you want to change.
  2. Set the Portal Visibility field to Yes.
  3. Click Save Category.