Category Console Guide
This page is a complete guide to the Category section of the Namirasoft Field Console. A Category is a single choice that belongs to a Category Scope. Use this guide to understand each setting you configure when adding a Category.
What Is a Category?
A Category is one choice inside a Category Scope, for example Open within a Status scope, or Sales within a Department scope. When a Slot places its Category Scope on a record, users select one of its Categories.
Why Categories Matter
Free text answers to the same question are typed in countless ways, which makes filtering and reporting unreliable. Categories give users a fixed set of choices, so the data stays clean and comparable.
You add each Category to a Category Scope, then place that scope wherever it is needed with a Slot. With Categories in place, you gain:
- Consistent, predictable values instead of free text.
- Reliable filtering, grouping, and reporting.
- Choices managed in one place and reused everywhere the scope is used.
Overview of Category Fields and Options
The sections below explain each field you set when adding a Category. Each Category belongs to a Category Scope, described in the Category Scope Console Guide.
-
ID (String): The ID is a system generated identifier assigned to the Category when it is created. You do not set it yourself; Namirasoft Field uses it internally to reference the Category.
-
User ID (Namirasoft Account’s ID): The user ID shows which Namirasoft Account created the Category. It links it to its owner and is used to manage permissions and history.
-
Workspace ID (Namirasoft Workspace’s ID): The workspace ID refers to a workspace created in the Namirasoft Workspace app, which lets you group Categories by project, team, or environment.
-
Category Scope ID (String): The category scope ID identifies the Category Scope this Category belongs to. Every Category lives inside exactly one Category Scope, and you select that scope here.
How to Find the Category Scope?
- Open the Category Scope section of the console and pick the scope this choice belongs to, for example a Status scope for an Open value.
- If the scope does not exist yet, create it first in the Category Scope section, then add this Category to it.
-
Name (String): The name is the label of the choice as users see it, for example Open, Closed, Sales, or Support. Choose a short, clear label.
-
Description (String): The description is an optional note explaining the purpose or meaning of the Category. It helps other users understand when to pick this choice.
-
Created At (DateTime): Created At shows the date and time when the Category was created. It is set once and does not change.
-
Updated At (DateTime): Updated At shows the date and time when the Category was last changed. It updates whenever you edit it.