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Configure Categories Qustions

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2 min readUpdated

Administrator Guide › Configuration › Reference list settings

Reference list settings — Configurations › Reference List Settings › Categories Qustions

Overview

Categories Qustions is a reference list used to maintain named question categories in the business operations platform. Administrators use this configuration area when they need to add or maintain the category entries available for related business records.

Use this page before users begin working with records that require categorized questions. The reference list is accessed from the configuration area rather than from operational workspaces such as Sales, Purchasing, Warehouse, or Finance.

Before you start

You must have access to Configurations and Reference List Settings. Ensure that you are configuring the correct reference list: Categories qustions is separate from Categories question unit.

Steps

  1. Navigate to Configurations > Reference List Settings > Categories Qustions.

  2. Review the existing category-question entries displayed in the reference list.

  3. Select New to begin adding a Categories Qustions entry.

  4. If you are working in a different reference-list area, select Categories qustions to return to the category-question list before selecting New.

Note: The configuration navigation includes Categories question unit as a separate option. Select Categories qustions when maintaining question categories.

Warning: Use the exact Categories qustions reference list for this task. Do not select Categories question unit unless you are configuring question units.

Troubleshooting

  • The Categories Qustions list is not displayed → You may be in another configuration area → Navigate to Configurations > Reference List Settings > Categories Qustions.

  • The wrong reference list is open → Categories question unit was selected instead of the category-question list → Select Categories qustions and then select New.

Result

The Categories Qustions reference list is open, and the New action has been selected to begin configuration.

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