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- Project
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This is the root item for the entire project. Some read-only information about the project and a limited
number of options are available at this level in the project.
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- Project Folder
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If foldering is
enabled, you can have a folder hierarchy so that a batch can be
sorted based on your project configuration.
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- Project Class
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This is the parent class of the project. Any items added to this class are inherited by all other classes
in the project.
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- Default Class
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This is the default class in the project. Depending on how your project is
configured, any unknown documents are automatically classified as this class.
Important As long as a child item within a class is selected, the class
selection is implied. If you select a locator for a class and then open your
Classification Training document set, any classification training documents for
the class of the locator are displayed.
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- A collection of Classes
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If at least one class is present, this collection can be expanded.
This
grouping enables you to collapse the collection when focusing on other areas of
your project.
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- Class
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A class represents how a specific type of document is processed. As a result, each class tends to have one
or more fields and locators. You can expand a class to see its child classes or
view its contents.
Note Class contents such as locators, fields, classification instructions, structure rules, and child classes
are hidden by default.
Important As long as a child item within a class is selected, the class
selection is implied. If you select a locator for a class and then open your
Classification Training document set, any classification training documents for
the class of the locator are displayed.
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- A collection of Fields
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If there is at least one field group, this collection can be expanded.
This
grouping enables you to collapse the collection when focusing on other areas of
your project.
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- Field Group
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Field groups are a useful way of organizing fields into smaller groups based on function or data
type. These groups can contain both simple fields and table fields.
Field groups created in
Project Builder
are automatically created in
Kofax Transformation Toolkit
Designer
when the project is saved. This eliminates the need to create field groups and fields in
Designer
if you want a specific structure.
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- Simple Field
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Simple
fields are the most common type of field. These fields typically contain a
single piece of information extracted from a document during processing.
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- Table Field
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Table
fields contain many pieces of extracted data from a document. Each cell in the
table contains extracted data, but instead of configuring each cell separately
using
simple fields, a table field in partnership
with a
table model and a locator, does this
automatically.
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- A collection of Locators
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If at least one locator is present in a class, this collection can be expanded.
This
grouping enables you to collapse the collection when focusing on other areas of
your project.
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- Locator
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When a locator is first added to the Project Tree, it is identified using the general
Locator icon
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Once a locator is assigned a
locator method, an
evaluator method, or a
trainable locator method, the icon is updated to show the icon for the specific locator type.
Inherited locators do not show their specific locator icon. Instead, they show the Inherited Locator icon
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By selecting any locator in the
Project Tree, you can view its properties and configure your extraction settings.
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- A collection of Validation Rules
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If at least one validation rule is present in a class, this collection can be expanded.
This
grouping enables you to collapse the collection when focusing on other areas of
your project.
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- Single Field Validation Rule
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A validation rule for a
single field. This type of validation rule is commonly used when the value of a field should
follow a specific pattern. For example, a customer number that only contains digits, or a date that is always in the past from the
date of processing.
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- Multiple Field Validation Rule
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A validation rule for
two or more fields. This type of validation rule is commonly used when the value of one field is dependent or
strongly related to another field.
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- A collection of Batch Structure Rules
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If at least one batch structure rule is present in the Project Class, this collection can be expandedThis
grouping enables you to collapse the collection when focusing on other areas of
your project.
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- Batch Structure Rule
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Batch structure rules are defined to ensure that the batch contains the correct number of documents and has the
correct classification.
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- A collection of Document Structure Rules
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If at least one document structure rule is present in a class, this collection can be expandedThis
grouping enables you to collapse the collection when focusing on other areas of
your project.
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- Document Structure Rule
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Document structure
rules are defined to ensure that every document in a batch contains the correct pages and has the correct classification.
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- Instructions
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Any
Instructions added to your project are visible in the
Details window when this item is selected.
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icon is displayed, the class contents are hidden. You can click this icon to make the class contents
visible. Similarly, you can hide the class contents by clicking
Hide Class Contents
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