References and Links: Automatic Classification Operation

This operation classifies the selected objects automatically according to a set of rules.

The Automatic Classification functionality is controlled by a component model. For more information, refer to the Automatic Classification documentation here.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic here.

This operation can also be run via the business rules functionality, as described in the Business Action: Automatic Classification topic in the Business Rules documentation here.

Prerequisites

Before using this operation:

1. Ensure the Automatic Classification component is activated.
2. Ensure a rule set configuration for automatic classification exists, as defined in the Initial Setup for Automatic Classification topic here.
3. Ensure the Rule Set object instance in Tree is configured per the component model definition.

Configuration

1. Select Automatic Classification from the dropdown.

2. For the Rule Set parameter, click the ellipsis button (), and select the rule set to be executed.
3. For the Use Approved Rule Set parameter, check the checkbox to use the approved version of the rule set.
4. For the Evaluation Context parameter, select the context where the action should occur.