A classification can be either applied or not applied. In InterAction, classifications display to the end user as check boxes.
The data set table for a Classification data set always contains a single column (CLASS_NM) for the name of the classification to apply. Unlike an additional field, which can contain a value, a classification can only be on or off. Therefore, this column needs to contain the name of the classification to apply. Application Collaboration can apply classifications; it cannot clear (delete) them.
For example, to apply the classification named Deceased you would populate the CLASS_NM column of the table with just the text Deceased. This name must match a defined classification in InterAction.
Also, note that classifications are never locked down in InterAction; an end user with appropriate access rights can always apply or clear a classification, regardless of whether it was set by Application Collaboration.
Setting the Classification Visibility (Global or Folder Specific)
In InterAction, classifications can be either global (visible from all folders) or folder-specific (visible from a particular folder). When defining a classification data set, you can choose to populate global classifications or both global and folder-specific classifications.
To specify the visibility of the classifications, you select either global or folder. If you select folder, you also indicate the folder to use. When Application Collaboration updates InterAction, it attempts to match each value harvested in the CLASS_NM column to a folder-specific classification in the specified folder. If the value doesn’t match any folder-specific classifications, Application Collaboration attempts to match it to the global classifications. Therefore, you can use a single data set to populate both global and folder-specific classifications for a single folder.
For example, assume you have two classifications to populate:
- Classification 1 (a global classification)
- Classification 2 (a folder-specific classification in the Business Development Information folder)
The external system you’re using as a data source stores the information together, so you want to use a single data set and harvest the data into a single table.
In this case, you would select the Folder option for the data set, and select the Business Development Information folder. When harvesting the data, you ensure that the names harvested into the CLASS_NM column exactly match the two classifications to populate. For instance, the harvested data might look like this:
| SYS_ID | CLASS_NM |
|---|---|
| 1000 | Classification 1 |
| 1000 | Classification 2 |
| 1500 | Classification 1 |
After transforming the data, the contact with the system ID of 1000 has two classifications applied (Classification 1 and Classification 2), and the contact with the ID 1500 has just one (Classification 1). The fact that one classification is global and the other is in the Business Development Information folder doesn’t matter.
However, if the harvested data included any classifications that are folder-specific to any folder other than the Business Development Information folder, those rows would generate errors. For example, if the classification Classification 3 is folder-specific to the Clients folder, then harvesting the following row does not work:
| SYS_ID | CLASS_NM |
|---|---|
| 1000 | Classification 3 |
To populate classifications in different folders, create a separate data set for the for each folder.
Update Global Classifications
Changing the options for an existing data set deletes all data in the corresponding data set table. You need to re-run your harvesting routine to re-populate the table. If changing the options also changes the structure for the table, you also need to revise your harvesting routine.
- Select the data source in which the data set belongs from the console list.
- Right-click the classification data set (
) and choose Edit.
- Under Visibility, select Global.
- Choose OK to save your changes.
- When harvesting, make sure the values you harvest into the CLASS_NM column match the names of global classifications defined in your system.
Update Folder-Specific Classifications
Changing the options for an existing data set will delete all data in the corresponding data set table. You will need to re-run your harvesting routine to re-populate the table. If changing the options also changes the structure for the table, you will also need to revise your harvesting routine.
- Select the data source in which the data set belongs from the console list.
- Right-click the classification data set (
- Under Visibility Folder, select Folder.
- Choose Browse. Use the Select Folder dialog box to find the folder you want to use and choose OK.
- Choose OK to save your changes.
-
When harvesting, make sure the values you harvest into the CLASS_NM column match the names of either global classifications or folder-specific classifications defined in the folder selected in step 4.
If both a global and folder-specific classification have the same name, Application Collaboration updates the folder-specific version.