This documentation supports the 20.08 version of Service Request Management, which is available only to BMC Helix subscribers (SaaS).

To view an earlier version, select the version from the Product version menu.

Defining company navigational categories

You can create up to three levels of company navigational categories, which appear in the Request Entry console when a user clicks Browse Catalog.

You can create a combination of global and company navigational categories, and later interleave these categories together. For example, you can insert a company category between two global categories. You can add company Category 2 or Category 3 records under global categories, but you cannot add global categories under company categories.


Calbro Category 1
Global Category 1
	Global Category 2
		Calbro Category 3
		Global Category 3
		Calbro Category 3
	Global Category 2
	Calbro Category 2
Calbro Category 1
Global Category 1

To define company navigational categories

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Service Request Management > Navigational Categories > Category Management, and click Open.
    The Category form appears in New mode. The global categories you previously created (for example, Software, Hardware, and so on) appear in the category tree.
  3. To create a company Category 1 record:
    1. From the Select Company field, select your company (for example, Calbro Services).
    2. Select Categories at the top of the tree.
    3. Click Add.
    4. Select New Category from the tree.
    5. Enter a Category Name (for example, Calbro Services Computers).
      If you want to enter the greater than (>) or less than (<) sign in the Category Name field, use encoded text (&gt for >, and &lt for <); otherwise, browsers will interpret the greater than and less than signs as valid HTML markup if the category name is included in a URL.
    6. (Optional) Add a brief description of the category and change the image.
      To add a new image to the list of available images, see Configuring service request imagesThe image should be 48x48 pixels.
    7. Select the status of the navigational category.
    8. Click Apply to add the category details to the tree.
  4. Add additional Category 1 records, until you finish adding your Category 1 records.
  5. To create a Category 2 record in the tree:
    1. Select the Category 1 record.
      The Category 1 records can be either global or company-specific.
    2. Click Add.
    3. Enter a category name (for example, PC) and a description.
  6. To create a Category 3 record in the tree:
    1. Select the Category 2 record.
      The Category 2 records can be either global or company-specific.
    2. Click Add.
    3. Enter a category name (for example, Ubuntu) and a description.
  7. To delete a category, select the category to delete, and click Delete.
    To delete a parent Category 1 record, you must first delete the children Category 2 and Category 3 records.


    You cannot delete a navigational category that is currently used with an SRD. You must first select a different category for the SRD or delete the SRD. Then, you can delete the category.

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