Service Manager

Managing Block Templates with Category Folders

You can organize your block templates into categories by creating category folders and move the block templates into the relevant folders. This feature is helpful if you create a large number of templates and want to categorically organize them.

Creating a Category Folder for Block Templates

1.Log in to the Self Service Mobile portal. See Accessing the Responsive User Interface.

2.From the Home page, click the gear icon .

3.Click Parts to view the list of block templates.

4.Click the Manage Categories icon > Add.

5.Enter a title for the category folder. The title can have a maximum of 50 characters. Each folder must have a unique name.

6.Click Save. The application displays the new category folder.

7. Click Close. The application displays the new category folder at the top of the Parts list.

Placing a Block Template into a Category Folder

1.Log in to the Self Service Mobile portal. See Accessing the Responsive User Interface.

2.From the Home page, click the gear icon .

3.Click Parts to view the list of block templates.

4.In the Parts list, select the block template you wish to add to a category and click the Edit icon .

5.In the Category field, click the search icon .

6.Choose a category folder from the list and then click Select.

7.Click Save. The block template is added to the selected category.

8.Click the arrow icon beside the category to expand and view the block templates added to the category.

Removing a Block Template from a Category Folder

1.Log in to the Self Service Mobile portal. See Accessing the Responsive User Interface.

2.Click the arrow icon or double-click the category folder to open it.

3.Select the template and click the Edit icon .

4.In the Category field, click the Clear icon .

5.Click Save. The block template is removed from the category and is displayed in the Parts list.

Changing the Name of a Category Folder for a Block Template

1.Log in to the Self Service Mobile portal. See Accessing the Responsive User Interface.

2.From the Home page, click the gear icon .

3.Click Parts to view the list of block templates.

4.Click the Manage Categories icon .

5.Select the category folder and click the Edit icon .

6.Enter a new title for the category folder.  The title can have a maximum of 50 characters. Each folder must have a unique name.

7.Click Save and then click Close.

Deleting a Category Folder for a Block Template

1.Log in to the Self Service Mobile portal. See Accessing the Responsive User Interface.

2.From the Home page, click the gear icon .

3.Click Parts to view the list of block templates.

4.Click the Manage Categories icon.

5.Choose a category folder and click the Delete icon .

6.Click Yes to confirm and then click Close.