Creating categories
Categories allow you to group and classify your terms. Once you have added your categories, you can add your terms.
Do the following:
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Select the Terms tab.
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Select Create >Category.
Information noteYour Qlik Cloud environment will not list the same users as the example environment, therefore you can select individuals that make sense for your environment.
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Create the category Customer:
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Click Create new category.
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After Name, enter Customer.
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After Description, enter An entity (company or individual) that has or has had a financial purchase transaction with the organization.
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After Category Stewards, select a user from your Qlik Cloud environment.
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Create the category Partner:
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Click Create new category.
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After Name, enter Partner.
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After Description, enter Any business partner who may be subject to or part of a contract. Partners can be suppliers, third party equipment and software providers, service providers, integration specialists, resellers, etc. Contracted partners have an active contract in place.
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After Category Stewards, select a user from your Qlik Cloud environment.
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Create the category OEM:
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Click Create new category.
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After Name, enter OEM.
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After Description, enter OEM (original equipment manufacturer) partners are entities whose offerings can be embedded within proprietary products or applications.
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After Category Stewards, select a user from your Qlik Cloud environment.
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After Parent category, enter Partner.
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Create the category Customer Contracts:
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Click Create new category.
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After Name, enter Customer Contracts.
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After Description, enter Contracts are formal and legally binding agreements between the corporation and one or more parties that detail certain rights and obligations.
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After Category Stewards, select a user from your Qlik Cloud environment.
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After Parent category, enter Customer.
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Create the category Partner Contracts:
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Click Create new category.
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After Name, enter Partner Contracts.
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After Description, enter Contracts are formal and legally binding agreements between the corporation and one or more parties that detail certain rights and obligations.
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After Category Stewards, select a user from your Qlik Cloud environment.
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After Parent category, enter Partner.
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Now that your categories are complete, you can add your terms.