Creating and Editing Classification Data Sets

You set the options for a classification data set in the New/Edit Classification Data Set dialog box.

Note that the classification data set does not include an option for allowing editing. Application Collaboration does not lock down classifications in InterAction. An end user with appropriate access rights can always apply or clear a classification, regardless of whether it was populated using Application Collaboration.

Options Available for a Classification Data Set

Option Name	Description
Name	Specifies the name of the data set. The name must be unique among all data sets in the data source. The name you specify is used in the name of the harvesting table for the data set. This name does not need to match the name of the classifications you are populating. See Naming Data Sets.
Map Contact Based On Drop-down list	Specifies the method you want to use to find the InterAction contact to update with the classifications. There are three methods available in the list: Data Source System ID Additional Information InterAction Contact (Listing ID) For details, see the following: Finding the Contacts to Update with Classification Data Change the Method for Finding the InterAction Contacts to Update with Classification Data
Visibility option buttons	Indicates whether the data set should update only global classifications, or both folder-specific and global classifications. For more information, see the following: Setting the Classification Visibility (Global or Folder Specific) Update Global Classifications Update Folder-Specific Classifications

Create a Classification Data Set

1. Select the data source for the data set from the console list.
2. Click or choose Data Set > New > Classification.
3. Enter a Name for the data set. This must be unique among data sets within the same data source. For more information, see Naming Data Sets.

4. Under Map Contact Based On, select the method you want to use to find the contacts to update:

   To	Do This
   Use a system ID provided by the data source	Select Data Source System ID.
   Use an additional field value, such as client number or employee code	Select Additional Information, then select the field to use for mapping from the drop-down list.
   Use the internal InterAction contact ID	Select InterAction Contact (Listing ID).

   For more information, see Finding the Contacts to Update with Classification Data.

5. If you want to use the data set to populate folder-specific classifications, select the Folder option, then choose Browse to find and select the appropriate folder.
6. Choose OK to close and save the data set.

Edit a Classification Data Set

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 need to revise your harvesting routine first.

1. Select the data source in which the data set belongs from the console list.
2. Right-click the classification data set () and choose Edit.
3. Change the fields as needed.
4. Choose OK.

Delete a Classification Data Set

1. Select the data source in which the data set belongs from the console list.
2. In the console list, right-click the classification () data set to delete and choose Delete.
3. When prompted, confirm the delete.
4. Update any harvesting routines to remove any references to the corresponding table.