How do you organize categories and subcategories of internal requests so each area sees only what's relevant?

In Jestor, internal requests can be organized by category and subcategory in a filtered way: choosing a category like "finance" only shows the subcategories related to that area, such as invoice and reimbursement.

How the category-to-subcategory filtering works

When opening a new request, the colleague first chooses a category — for example, finance or technology. Based on that choice, only the subcategories relevant to that area become available: under technology, options like software access, hardware maintenance, or equipment swap show up, while under finance, options like invoice and reimbursement appear. This keeps the colleague from seeing options that don't make sense for the chosen category.

Category	Example subcategories
Finance	Invoice, reimbursement
Technology	Software access, hardware maintenance, equipment swap

How to set up categories and subcategories

Create the main request categories, such as finance and technology.
Link the relevant subcategories to each corresponding category.
Set up the new-request form to automatically filter subcategories based on the chosen category.
Add new categories and subcategories whenever a different need comes up.

Why choose Jestor

Organization by area: each team sees only the options relevant to the type of request that makes sense for them.
Flexible structure: new categories and subcategories can be created at any time.
Consolidated dashboard: you can track how many requests exist by category and by stage.

Can a subcategory be linked to more than one category?

The structure shown links each subcategory to its corresponding category, keeping filtering organized by area.

Can the colleague see all subcategories before choosing a category?

No, the subcategory only becomes available after the main category has been selected, which keeps the options relevant to the context.

Can categories differ for each company using Jestor?

Yes, both categories and subcategories can be freely modeled to match each company's internal structure.

Reference video

Check out more hands-on tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI.

Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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