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Work with classification groups

You can lock and unlock, modify, and delete a classification group. You can also view versions and delete a version of a classification group.

Unlock a classification group

You can unlock a classification group to allow others to modify it.

  1. Navigate to Capture > Classification groups.

    The Classification groups page appears with the list of classification groups.

  2. On the context menu of the classification group to unlock, click Unlock.

    Once you confirm unlocking, the classification group is unlocked and is available for modification.

    You can lock a classification group again. When you open an unlocked classification group, a message appears to confirm whether to lock the classification group for modification. Once you confirm locking, the classification group is locked.

Modify a classification group

You can open a classification group to add tags and modify other properties.

  1. Navigate to Capture > Classification groups.

    The Classification groups page appears with the list of classification groups.

  2. Click the classification group to modify.

    The Edit classification group dialog box is displayed.

  3. On the Info tab, add tags if needed.
  4. Make other changes as needed.
  5. Save or Release the classification group.

Delete a classification group

You can delete a classification group even if there are jobs associated with it.

  1. Navigate to Capture > Classification groups.
  2. On the context menu of the classification group to delete, click Delete.

    On confirmation, the classification group is deleted.

Delete a version of a classification group

You can delete previous versions of a classification group so that you can then delete items referenced by the previous versions.

For example, the classification group ABC references the following two extraction groups:

  1. Extraction group XYZ

  2. Extraction group UVW

If you update ABC so that it no longer references UVW and then try to delete UVW, you cannot do so if an older version of ABC references it. You can only delete UVW if the version of ABC using it is deleted.

When you delete a version of a classification group, the selected version and all earlier versions are deleted.

  1. Navigate to Capture > Classification groups.

    The Classification groups page appears with the list of classification groups.

  2. On the context menu for the classification group to open the versions list for, click Version.
  3. On the context menu of the version to delete, click Delete.

    On confirmation, the selected version and all previous versions are deleted.

View classification group associations

You can view the list of business processes associated (at process or activity level) with a classification group.

  1. Navigate to the classification groups list page.
  2. Open the classification group for which to view the associations.
  3. Click the Associations tab.

    The process names (as hyperlinks) along with the latest process version that is using the current classification group are displayed. You can click the process name link to open the process in a new browser tab and make changes as needed.

    If the current version of a process is not associated with the classification group, but an earlier version was associated, then the associated process name and the version number are still displayed on the Associations tab.

    If the classification group is open and you have used the current classification group in another process, or renamed the already associated process, click Refresh to display the newly associated, updated, or renamed processes.

How to: Create a classification group