Edit a Miscellaneous Concept

Overview

This article helps you update a concept in the Miscellaneous tab. You may need this when the category, Calvient value, or client value changes.

Before you begin

• You need at least one concept in Miscellaneous.

Steps

1. Click Config.
2. Click Platform Settings
3. Click Concept Mapping.
4. Click Miscellaneous.
5. Find the concept you want to update.
6. Open the row menu.
7. Click Modify.
8. Update Category, Name, or Client Value.
9. Click Save.

Troubleshooting

• If the dialog title shows (Required), then some fields may be locked.
• If Category or Name is disabled, then that concept is required and only Client Value can be changed from this dialog.
• If the changes do not appear right away, then reopen the row after the list refreshes.