Using a Classification View

In DocumentSpace, the objects registered with the Document Management Service can be classified based on the attributes, and the classification results can be listed.
The classification condition to classify the objects should be set on the classification view. The classification results of the objects are listed in the classification folder under the classification view. The classification folder is created based on the classification condition set to the classification view.
The classification view can be created in the classification drawer under the classification cabinet. The classification cabinets and the classification drawers can be created by the service administrator of the document management service only.

The classification has the following classification types.

• Classification by Exact Value
  The classification by exact value classifies the objects based on the attributes set to the objects, and lists the classification results.
• Classification by Enumeration
  The classification by enumeration classifies and lists the objects when the specified enumeration value includes attributes added to objects.
• Classification by Range
  The classification by range classifies and lists the objects when the specified range includes attributes added to objects.
• Classification by Period
  The classification by period classifies and lists the objects when the specified period includes date type attributes added to objects.

Shown below are the basic steps of creating a classification view.

Operation

1. Select the classification drawer to set the classification view.
2. Create the classification view. Set the following settings.
   • Basic conditions
   • Classification conditions
   • Registration Attributes

   The following for each setting method.
   ➯ "Creating a Classification View"
   ➯ "Setting Basic Conditions "
   ➯ "Setting Classification Conditions"
   ➯ "Setting Registration Attributes"

3. Set the following settings as needed.
   • Change of the classification view settings
   • Update number of classified objects of the classification view
   • Deletion of the classification view
   • Registration of folders or documents from the classification view or the classification folder

   The following for each setting method.
   ➯ "Changing the Settings of a Classification View"
   ➯ "Updating the Number of Classified Objects in the Classification View"
   ➯ "Deleting a Classification View"
   ➯ "Registering Folders or Documents via Classification View or Classification Folders"

Shown below is an example of classification view settings.
This is the case of classifying the folders managed by a certain group by object type and registered period.
The classification conditions of the classification view are set as below.

• First hierarchy classification condition: Object type (atom type classification by exact value)
  The classification order is specified as document, external document, dynamic external document, folder, reference, and hard reference.
• Second hierarchy classification condition: Registration date (date type classification [by Year])
  The classification period is specified as year 2021 to 2022. The classification order is specified as year 2021 and 2022.

Shown below are the classification results obtained from the classification conditions above.

Fig.: Classification Results (Example)

The first classification folders are created based on the classification conditions of the first hierarchy. The second classification folders are created based on the classification conditions of the second hierarchy directly under the classification folders in the first hierarchy.
The objects are classified directly under the classification folders in the second hierarchy, and the classification results are listed.

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