Note 📌 : The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Automation categories are used to organise and group your workflows based on their purpose or department. By categorising your Automations, you can keep your workspace tidy and ensure that related processes are easily searchable and manageable.
IN THIS ARTICLE:
Create an Automation Category
See the following instructions to create an Automation category:
Click Workflows > Automations > Categories.
Click the Create button. The Create Automation Catgeory screen appears:
Enter the Name of the category. This field is required.
Enter the Sort Order. The Sort Order is the numeric order in which the Automation Category appears in your Automation list. Lower numbers appear at the top.
Click the Save button.
Update an Automation Category
See the following instructions to update an Automation category:
Click Workflows > Automations > Categories.
Click the More Actions menu on the category you wish to update.
Click Update.
Adjust the Name or Sort Order fields, if desired.
Delete an Automation Category
Click Workflows > Automations > Categories.
Click the More Actions menu on the category you wish to update.
Click Delete.
⚠️ Warning: Once a category is deleted it cannot be restored.