Associate subcategories with categories
The RPA Review Center application displays all subcategories for every category.However, in many business scenarios, specific subcategories are relevant only to selected categories. For example, the Valid Lines table subcategory is relevant only to the Needs Verification category, while the Missing Fields subcategory applies only to the Missing Information category.
To restrict visibility and reduce unnecessary information, configure subcategory-to-category associations. When a reviewer selects a category in the Review Center, the application displays only the subcategories associated with the selected category. This behavior improves usability and helps reviewers focus on relevant data.
Subcategory associations are defined in the subcategories array of the configuration use case type so that:
- Each subcategory can include a category_associations array
- The category_associations array contains category keys that determine where the subcategory is displayed.
- Table subcategories (defined with type set to "table") use the same configuration.
Example: Subcategory associations
"subcategories": [
{
"key": "HEADERS",
"value": "Headers",
"type": "standard",
"associations": [
{
"category_key": "MISSINGINFORMATION",
"associations": ["INVOICE_NUMBER", "PO_NUMBER", "INVOICE_DATE", "TOTAL"]
},
{
"category_key": "NEEDSVERIFICATION",
"associations": ["INVOICE_NUMBER", "PO_NUMBER", "INVOICE_DATE", "TOTAL"]
}
]
},
{
"key": "VALID_LINES",
"value": "Valid Lines",
"type": "table",
"associations": [
{
"category_key": "NEEDSVERIFICATION",
"associations": ["valid_lines"]
}
]
},
{
"key": "INVALID_LINES",
"value": "Invalid Lines",
"type": "table",
"associations": [
{
"category_key": "MISSINGINFORMATION",
"associations": ["invalid_lines"]
},
{
"category_key": "PENDINGPROCESS",
"associations": ["invalid_lines"]
}
]
}
]
In this example:
- The Headers subcategory is displayed in the Missing Information and Needs Verification category.
- The Valid Lines table is displayed only in ther Needs Verification category.
- The Invalid Lines table is displayed in the Missing Information and Pending Process category.
The application updates the displayed subcategories based on the configured associations, when a reviewer switches categories.