Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 Back to Rewards Main Page

Excerpt
hiddentrue

Learn to configure Reward Offer Categories

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

Navigating to Reward Offer Categories

Info

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.

Reward Offer Categories 

Anchor
validations
validations
Validations & Restrictions

ActionValidationsRestrictions
Create
  • Mandatory Fields must be defined.
  • Multiple Rewards Offer Categories can exist in the system but each one should have a unique Name and Alternative code.
Edit
  • Mandatory Fields must be defined.
  • Not Applicable
Delete
  • Cannot delete a Category if it is the parent node.
  • Deleted Reward Offer Categories are still visible on the entries created using these categories.

Anchor
attributes
attributes
Attributes

An * indicates a field is mandatory

Name

Description

Name*The name of the Category.
Code*A code for the Category.
DescriptionA description of the Category.

Parent

The parent of the Category, unless if the category is a root.

Panel
namegrey

Related Areas

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsrewards-basics-r7,rewards-advanced-r7,rewards-admin-r7

Panel
namegrey

Helpful Links

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsglobal