Create New SAM Success Goal

Paula Stewart · ‎08-18-2023

Is there a way to add additional categories in the CATEGORY dropdown in the Success Portal ?

Niklas Peterson · ‎08-20-2023

Yes, you can create new categories.

Navigate to Software Asset Workspace > License operations > Success goals > Categories.
Select New.
On the Success Goal Category form, fill in the category that you want to add and select the Software asset category check box.

Regards,
Niklas

Niklas Peterson · ‎08-23-2023

Hi,

Yes, you are right. Seem that category creation option comes in Vancouver. And requires sam_admin role.

Regards,

Niklas

Niklas Peterson · ‎08-20-2023

Yes, you can create new categories.

Navigate to Software Asset Workspace > License operations > Success goals > Categories.
Select New.
On the Success Goal Category form, fill in the category that you want to add and select the Software asset category check box.

Regards,
Niklas

Paula Stewart · ‎08-23-2023

Hi Niklas - Thank you for the response. I am not seeing the option to select "Category/New" to access the Success Goal Category Form.

I am on Tokyo, does this option come in at Utah or Vancouver ?

Also, do I need a specific role to perform/see it ?

Thanks !

Paula

Niklas Peterson · ‎08-23-2023

Hi,

Yes, you are right. Seem that category creation option comes in Vancouver. And requires sam_admin role.

Regards,

Niklas