When you create an item, it is automatically assigned to the default mandatory item catalog and default category of the functional area in which it is created. You can override the item catalog's default category as well as manually assign the item to an unlimited number of catalogs.

   To assign an item to an existing category from the item's Classifications and Categories page:

This explains how you can change an item catalog category as well as assign an item to one or more existing catalog categories.

1. In the Applications tree menu, use either the "Simple Search" or "Advanced Search" links to search for the item whose category you wish to change.

2. Click the item's link in the search results.

3. On the Overview page, select the Classification and Categories link.

4. On the Classification and Categories page, click Update. After the page refreshes, click Add Assignment.

5. Select a catalog and then a category within that catalog.

   If Enforce List of Valid Categories is enabled in the catalog definition (See: Defining Catalogs), then you can only choose from the list of valid categories defined for that catalog. Otherwise, you can choose any category that has the same flex field structure as the catalog.

   If Allow Multiple Item Category Assignments is disabled in the catalog definition (See: Defining Catalogs), then you can assign an item to only one category in the catalog. Otherwise, you can choose to assign the item to multiple categories in the catalog.

   In a hierarchical item catalog, you can only assign items to leaf categories.

   Suggestion: If you want to add the selected items to more than one catalog category, click Add Another Row to search for and select another catalog/category combination.

6. Click Apply.

   To add items to an existing catalog category from the Browse Catalog or Search Results page:

Using this method, you can select one or more items and assign them to existing catalog categories from the Browse Catalog or Search Results page.

1. Browse the item catalog or another catalog. Select the items within a catalog category that you want to add to an existing catalog category. See: Browsing the Item Catalog and Alternate Catalogs

   Alternatively, search for one or more items. In the Search Results page, select the items that you want to add to an existing catalog category. See: Searching for Items

2. In the Select Items field, select the Add to Existing Catalog Category action, then click Go.

3. The Add to Existing Category: Select Category page appears. In the Catalog field, search for and select a catalog.

4. In the Category field, search for and select a category.

5. If you want to add the selected items to more than one existing catalog category, then click Add Another Row.

6. If you decide not to add the items to a catalog category, you can either remove the items or remove the catalog category by selecting it, then clicking either Remove for the selected categories or Remove for the selected items.

7. Click Apply.

   To add items to a new catalog category from the Browse Catalog or Search Results page:

In addition to creating new catalog categories in the Setup Workbench (see: Defining Catalog Categories), you can create a new catalog category from the Browse Catalog and Search Results pages and add items to it in one flow of steps.

1. Browse the item catalog or another catalog. Select the items within a catalog category that you want to add to a new catalog category. See: Browsing the Item Catalog and Alternate Catalogs

   Alternatively, search for one or more items. In the Search Results page, select the items that you want to add to a new catalog category. See: Searching for Items

2. In the Select Items field, select the Add to New Catalog Category action, then click Go.

3. In the Add to New Category page, Catalog field, search for and select the catalog to which you want to add a new category.

   Caution: You can only select those catalogs for which you have the Manage Catalog privilege.

4. The Catalog Category field appears. Enter a unique name for the new catalog category.

   Caution: If the search/list of values icon appears next to the Catalog Category field, this means that a value set is assigned to the flex structure associated with the catalog. Any new catalog category name must be a value from this value set that has not been previously used to create a catalog category.

   When you use the list of values icon to search for a value within the value set, you are able to search on all values, including the values already used to create categories. If you select a value that is already assigned to a category, an error appears only after you try to create the new category.

   To avoid this problem, select a catalog that uses free form category creation rather than one based on a value set.

5. Optionally, enter a description for the catalog category.

6. Optionally, enter a parent category for the new category.

   The Parent Category field only appears if the catalog's Enable Hierarchy for Categories field is set to No (see: Defining Catalogs).

7. Optionally, in the Inactive On field, enter the date when you can no longer assign this catalog category:

   • As the default category of a new catalog

   • As a valid category of a catalog

   • To an item

   • As a valid category of an item catalog category

8. Optionally, you can select any items and click Remove if you no longer want to include them in the new catalog category.

9. Click Apply.