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Defining Categories and Types for your Kudos and Alerts

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  1. Navigate to Setup and search for Object Manager.
  2. Click on the Advising object.
  3. Click on Fields & Relationships.
  4. Click on the Category field.
  5. In the Values section, add/edit the values you wish to use for Category.
  6. Repeat for the Type field.

Specify the Category and Type values for an Alert Record Type

You can limit which values display in the Faculty Early Alert Settings picklists so that users can only select the Category/Types that are appropriate for the Alert Record Type. The record type for each value is set when a NEW value is entered but if you wish to EDIT the Record Type you can follow these steps:

  1. Navigate to Setup and search for Object Manager.
  2. Click on the Advising object.
  3. Click on Record Types.
  4. Click on the Alert record type.
  5. In the Picklists available for Editing section, click Edit next to Category.
  6. Verify/Update the values in the Selected Values list.
  7. Save your changes.
  8. Click on Record Types again.
  9. Click on the Alert record type.
  10. In the Picklists available for Editing section, click Edit next to Type.
  11. Verify/Update the values in the Selected Values list.
  12. Save your changes.

Specify the Category and Type values for a Kudo Record Type

You can limit which values display in the Faculty Early Alert Settings picklists so that users can only select the Category/Types that are appropriate for the Kudo Record Type. The record type for each value is set when a NEW value is entered but if you wish to EDIT the Record Type you can follow these steps:

  1. Navigate to Setup and search for Object Manager.
  2. Click on the Advising object.
  3. Click on Record Types.
  4. Click on the Accolade/Kudo record type.
  5. In the Picklists available for Editing section, click Edit next to Category.
  6. Verify/Update the values in the Selected Values list.
  7. Save your changes.
  8. Click on Record Types again.
  9. Click on the Accolade/Kudo record type.
  10. In the Picklists available for Editing section, click Edit next to Type.
  11. Verify/Update the values in the Selected Values list.
  12. Save your changes.
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