Categorizing objects

Alloy Navigator Express allows you to categorize objects, such as KB Article and summary reports, at different levels depending on the task requirements. You can build a list of multiple related categories for each object by relating an object to any category or removing an object from a category.

To relate one or multiple objects to a category:

  1. Navigate to the [Objects] pane and do one of the following:

    • For KB Articles: Select one or multiple objects to relate, and click Actions > Categories on the Module menu.

    • For summary reports: Select one or multiple objects to relate, and click Organize > Categories on the Module menu.

  2. In the [Objects] Categories window, click Add.

  3. In a separate window, select the category that you want from the list and click OK.

    NOTE: You can relate objects to unlimited number of categories.

  4. Click Close. The related category will be added to the Categories list of the current object(s). At the same time, each of the current objects will be added to the related category on the Categories Pane of the [Objects] grid.

To remove one or multiple objects from a category:

  1. Navigate to the [Objects] pane and do one of the following:

    • For KB Articles: Select one or multiple objects to remove, and click Actions > Categories on the Module menu.

    • For summary reports: Select one or multiple objects to remove, and click Organize > Categories on the Module menu.

  2. In the [Objects] Categories window, select a category to remove and click Remove.

  3. Confirm the operation and click Close. The chosen category will be removed from the Categories list of the current object(s). At the same time, each of the current objects will be removed from the chosen category on the Categories Pane of the [Objects] grid.