Properties of structural classes and structural features
They serve to structure, organise, classify and characterise content
Available for documents, reports, orders, rules, media as well as materials
can be linked with each other to show logical dependencies and intelligent filtering Example: You select the location Munich. The other structural characteristics for Munich are now displayed in the corresponding classes
can be used for automations and integrations
Organization with the help of structure classes and structure characteristics
everywhere in the software
can be found centrally via classes
Structure classes for materials and media
Since the procedure for documents, media and materials is the same, we will only describe the steps for materials.
Assigning class characteristics
To do this, go to the Global Material section and select the desired materials. Then click on Actions and then on Classify and assign the desired classes to the selected materials.
Filtering by class characteristics in Documents
Open the material interaction, click on Classifiers and filter accordingly.
Note: The upper area shows the materials that are already attached. In the lower section, the global materials you have filtered.
To filter media by class characteristics, first go to the Add Media dialogue and select Add Existing Media.
Afterwards you also have the possibility to filter the images via the button Classifiers in the upper left corner.
Add structural features to a document
You assign individual class characteristics go to the information tab and click to edit classifiers.
Set structural features for several documents at the same time
You can also assign the same class characteristics to several documents. Select the desired documents and click on classify. The number of selected documents is shown in brackets.
Then select the desired characteristics and confirm the assignment.
Note: Your role requires a corresponding authorization called Documents Mass Classification. If you have any questions, please contact your system administrator.
Classifying orders and rules
Attaching structural features to an order or rule
Changing class characteristics works the same in the Orders section as in the Rules section. Under the Information tab, you can assign or withdraw corresponding characteristics to an order via Edit Classifiers.