Configure a Classification activity

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Capture > Classification.
  4. On the Input folder list, select a folder variable that you want to use for classification activity. See Process variables.
  5. Optional. On the Separation profile list, select the profile. See Create separation profiles.
  6. Select whether to inherit the classification group from process.
    • Select Inherit from process to inherit the classification group from the process. At runtime, a list of document types belonging to the classification group at process level appears.
    • Clear Inherit from process to change the classification group specific to this activity and select a Classification group.
    • If you select Inherit from process but have not associated a classification group at the process level, the system displays a message.
    • If you clear Inherit from process and have not associated it at the activity level, the system displays a message.

    In both cases, you can only save the process but cannot release it until the configuration is complete.

  7. Configure partial completion of the activity. For more information see Partial completion.
  8. Save the process map.
  9. Configure other properties for this activity. See Activity properties.