Add Quick Category, Sub-category and Item
Add Quick CSI option allows you to add new Categories, Sub-categories and Items at an instant, instead of adding them using individual 'New' option . This option proves to reduce time consumption when large number of categories or subcategories or items have to be added. This option is available under Admin >> Helpdesk >> Category >> New >> Add Quick CSI.
To bulk add Category, Sub-Category and Item:
1. Click Add Quick CSI from the Category List window. The 'Add Quick CSI' window will be displayed with text area to enter the CSI and the preview screen to get a view of the CSI entered.
Note
- In the text area of the pop-up window, text entered with no tabs will be considered as Category.
- Text entered with single tab will be taken as Sub-category, while text entered with two tabs will be taken as Item.
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2.Press 'enter' after typing the CSI to preview the details.
- Save: Clicking Save will save the Category, Sub-category and Item in the text area.
- Clear: Clicking Clear will reset the text area.
- Cancel: Clicking Cancel will close the 'Add Quick CSI' window.
Following is a sample and preview of the added Category, Sub-category and Items.
- Preview: A preview will be displayed when Enter is pressed or when preview link is clicked.
- Expand all : Expands the tree displaying all the Categories, Sub categories and Items in the preview section.
- Collapse all: Shrinks the tree displaying only the Categories in the preview section.
3. After clicking Save, the result window showing the total number of added records and added Categories, Sub-categories and Items will be displayed. Clicking Close Window will take you back to the category list window.
Note
- Provide an unique name for the Category. If same names are provided for two or more categories, the preview will display that corresponding category only once.
- Category, Sub category and Items entered in the text area are not case sensitive