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Add, Edit, And Delete Categories

addCategory placeholder editCategory placeholder deleteCategory placeholder

Overview​

The same category form is used when adding, editing, or viewing a category. This keeps the experience simple because the layout stays the same and only the action changes.

Access​

  • Add: /add-category
  • Edit: /edit-category/:id
  • View: /view-category/:id

Form Fields​

  • Category Name
  • Description
  • Add to Segment

What The User Sees​

  • In add mode, the main button is Add.
  • In edit mode, the main button is Update.
  • In view mode, the form is read-only.
  • Cancel or Back returns to the category list.

Important Behavior​

  • The save button stays disabled until the category name is entered.
  • After saving, LeadX returns to the Category page.

Delete​

Category deletion happens from the Category list.

  1. Open the Category page.
  2. Click Delete on the row you want to remove.
  3. Confirm the action in the delete popup.