Category rules - Completing the New or Save As form

Create a Category rule by selecting Category from the Reports category.

A Category rule has three key parts:

Field	Description
Category Name	Enter a name for the category. Begin the name with a letter and use only alphanumeric, ampersand, and dash characters.
Owner Type	Select an option: `Standard` -- this category is visible and useful for all members of the creator's Access Group. `Shared` -- this category can hold shortcuts to personal reports, to make those reports available to colleagues. `Personal` -- this category helps organize a manager's personal reports, and is only available to its creator.
Owner	If the category's Owner Type is `Standard`, this field defaults to ALL. `Shared`, enter or select an Access Group to share the category. Note: several shared categories with the same name may be created by different members of the same access group. Using a descriptive and unique category name is helpful. `Personal`, select the userID of the category owner.

For general information about the New form, see Completing the new rule dialog box. For general information on the Save As form, see How to enter rule keys using Save As.

FTTFWhen searching for a Category rule, the system:

Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions
Finds circumstance-qualified rules that override base rules with the same key

Time-qualified resolution features are not available for Category rules.

Category rules Completing the New or Save As form