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Learn to configure Reward Offer Categories |
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Table of Contents
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Navigating to Reward Offer Categories
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CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP REWARD OFFER CATEGORIES |
What are Reward Offer Categories?
Reward Offer Categories are used to classify Reward Offers into generic groups based on common attributes. Reward Offer Categories following a hierarchical tree structure. Each Reward Offer can be classified in only one category.
- Navigate to Reward Offer Categories and explore existing entries via the Summary page. Reward Offer Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
- Click on the link (name or number) of the record of your interest to open a modal with the related details. Select an existing Category for the parent to make the specific Category a 'child' or erase the parent name to make the specific Category a 'parent' itself.
- Either SAVE the changes or cancel (X) and go back to the Summary page.
- Create a new (ADD) or delete an existing one (REMOVE)
- Use EXPAND ALL to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents'
Check the Validations & Restrictions Table below for a list of available Actions when working with Reward Offer Categories including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of Reward Offer Categories fields.
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Action | Validations | Restrictions |
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Create |
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Edit |
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Delete |
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An * indicates a field is mandatory
Name | Description |
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Name* | The name of the Category |
Code* | A code for the Category |
Description | A description of the Category |
Parent | The parent of the Category , unless if the category is a root |
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