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Aria Knowledge Central

Create Product Field Categories


You can manage Product Field Categories from the Product Field Categories page and can then associate them with a plan instance.

Creating a New Product Field Category

Getting Here: Click Configuration > Client Settings > Product Field Categories

  1. Click New.
    The New Product Field Category screen displays.
  2. Enter a name into the Category Name field.
  3. Enter a description into the Category Description field.
  4. Select all applicable items from the Product Fields section.
  5. Select all applicable items from the Plan Instance Fields section.
  6. Select all applicable items from the Plan Unit Instance Fields section.
    create product field category2.png
  1. Click Save.
    The Product Field Categories that you created are available in the Product Field Categories section of the Plan Details page during plan creation.
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