What are option set categories

The Option Set Categories section allows administrators to manage classification structures used across modules in Vault Synapse. These categories define how option sets—such as agreement types, invoice statuses, skill types, and more—are grouped and used within entities.

Depending on your organization's purchase plan and admin settings, available modules for configuring option set categories may vary. Each category is listed by its Name and Usage, and an action menu at the end of each row provides options to edit, deactivate, or delete individual items.

How to add a new option set category

To add a new category:

• Open the entity to which you'd like to assign the new option set category.
• Click the Add New button in the top-right corner.

A modal window will appear where you can complete the following fields:

• Name (required) – Enter a name for the new category.
• Color (required) – Select a color from the palette to visually represent the category.
• Icon (required) – Choose an icon from the dropdown to associate with the category.

Once complete, click Save to apply the new category.

How to edit an option set category

To modify an existing category:

• Locate the desired item in the list and click the action icon (…) at the end of the row.
• Select Edit.
• Update the necessary fields and click Save to confirm changes.

How to deactivate an option set category

To deactivate a category:

• Find the item in the list.
• Click the action icon and select Deactivate.
• Confirm the action in the warning dialog by clicking OK.

The category will remain visible but will appear as inactive.

How to reactivate a deactivated option set category

To activate a previously deactivated item:

• Locate the inactive category in the list.
• Click the action icon and select Activate.
• Confirm by clicking OK in the confirmation dialog.

How to delete an active option set category

To delete an active category, it must first be moved:

• Click the action icon on the item you want to delete.
• Select Delete.
• In the prompt, choose a new destination category from the dropdown list.
• Click either Move or Move and Delete to finalize the deletion.

Note: Items linked to the category must be reassigned before deletion can proceed.

How to delete an inactive option set category

To permanently remove an inactive category:

• Select the item in the list.
• Click the action icon and choose Delete.
• Confirm by clicking OK in the warning dialog.