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A right click on a specific category opens another context menu.

SD_R_Design_Categories_002

Open Category

Opens the category dialog

 

Open Category for Copy

Opens the category dialog as a copy of the category.  This is useful when creating a new category that is similar to the existing one.

 

Export...

Export the selected category as an xml file.

 

Migrate Category to Case

Initiate a wizard for migrating an existing category to a case definition.

 

Delete Category

Delete the selected category.

 

Properties

Display the properties dialog for the selected category.

 

Security

View and edit role-based access for anything below this node.

Tutorials: Role-based access