Creating, Copying, Editing and Deleting Categories
From the Category tab, you can create, copy, edit, delete, assign a sort order to each category or assign origins to categories.
Creating Categories
To create and save a category, you need only give it a name.
To create a category, follow these steps:
- Choose Categories from the menu on the left-hand side of the Pathfinder Pro home page.
The Categories tab displays: - Choose the Create New button.
The Category (new) tab displays: - Enter a name for the category in the Name text box.
- Choose Save.
Copying Categories
To copy a category, follow these steps:
- Choose Categories from the menu on the left-hand side of the Pathfinder Pro home page.
The Categories tab displays: - Choose the Copy button associated with the category.
The Category (<category_name>) tab displays data from the copied category. - Edit the copied data to create a new category.
- Choose Save.
Editing Categories
To edit a category, follow these steps:
- Choose Categories from the menu on the left-hand side of the Pathfinder Pro home page.
The Categories tab displays: - Choose the Edit button associated with the category.
The Category (<category_name>) tab opens. For example: - Edit the category.
- Choose Save.
Deleting Categories
You can delete categories from the Categories tab or from within the definition.
Deleting Categories from the Categories Tab
To delete a category from the Categories tab, follow these steps:
- Choose Categories from the menu on the left-hand side of the Pathfinder Pro home page.
The Categories tab displays: - Select the check boxes for the categories you want to delete.
- Choose Delete Selected.
- Choose Yes.
Deleting Categories from within a Category Definition
To delete a category from within the definition, follow these steps:
- Choose Categories from the menu on the left-hand side of the Pathfinder Pro home page.
The Categories tab displays: - Choose the Edit button associated with the category.
The Category (<category_name>) tab opens. For example: - Choose Delete.
- Choose Yes.