Add New Chart Category, Edit category.

 

New Category

New Category

 

Add a category. Checks are made to ensure that a duplicate category cannot be added.

 

Edit Category

Edit Category

 

Edit a category. Checks are made to ensure that an edited duplicate category cannot be added to the category list.

Note that all charts with the original category have their category changed to the new edited category.

Using Chart Categories

Finding: Edit Chart, Or New Chart

Categories

Categories – Edit Chart

Categories List

Categories List

Say for instance you had a series of Horary questions asked about a certain person, or a series of questions asked by a particular client. You could then group these charts using Chart Categories

So for instance if you have a particular friend or client and you want to group their charts under a Chart Category so the you can then only see their charts when listing Charts.

Only list all charts that have the word “Test” in their name. A simple application of Chart Categories. Note that any chart can be listed in a Chart Category.

New Chart category: Test. See start of this article above.
Test Chart Category

New Chart Category – Test

Test appears in the Chart Category List

Test appears in the Chart Category List

These are the charts to be assigned to the Chart Category Test

Chart Listing of charts with Test

Chart Listing of charts with Test

Now edit each Chart and assign each Chart to the Test Category. Tap Save.

Assign Chart to Test category

Assign Chart to Test category

Change the category to Test

Change Chart Category to Test

Change Chart Category to Test

Chart List Table

Chart Listing of charts with Test

Chart Listing of charts with Test

For a new Series of clients or charts assign create a new Chart Group prior to casting charts and assign when creating a New Chart.

Note to see every Chart change the Chart category to All

in CategoryChart listings table