Project Tree window

This window is broken down into two areas. The top row is a group of icons that enable you to filter or collapse the hierarchy.

The rest of the window has an interactive project hierarchy that contains all folders, classes, and other related items used to configure your project.

You can add, delete, modify, and reorder these items as required. Right-click to access a context-menu that includes several settings from the various ribbon tabs. In addition to this, there is a context menu that changes depending on what item in the Project Tree you right-click. See the Project Class context menus for more information.

The settings at the top of the Project Tree are as follows:

Setting	Name and Description
Type to search	Search All Project Tree items that match the entered search term are displayed, even those items are hidden inside a class.
	Show Inherited Items or Hide Inherited Items Click this button to exclude inherited items in the search. Click again to include inherited items.
	Hide All Details This setting hides any displayed class details, but leaves the expanded or collapsed state of the Project Tree unaffected.
	Default Layout This setting hides any class details and collapses the Project Tree so that only the classes and folders if available are displayed.

The Project Tree does not always display the contents of a class. If the Show Class Details Show Class Contents icon 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 Details Hide Class Contents icon .

Each item in the Project Tree has an icon to indicate its type. When an item is selected, its properties are displayed in the Details window. These properties can be modified to update the project. You can also select multiple items. Any common properties between the selected items can be modified as needed. The following items may be displayed in the class hierarchy, depending on project configuration:

Setting	Name and Description
	Project This is the root item for the entire project. Some read-only information about the project and a limited number of settings are available at this level in the project.
	Project Folder If foldering is enabled, you can have a folder hierarchy so that a batch can be sorted based on your project configuration.
	Project Class This is the parent class of the project. Any items added to this class are inherited by all other classes in the project. The context menu for the Project Class contains the following setting that is not available on one of the ribbon tabs: \| Show Script Opens the Script Code window.
	Default Class This is the default class in the project. Depending on how your project is configured, any unknown documents are automatically classified as this class. 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.
	A collection of Classes 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.
	Class 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. Class contents such as locators, fields, classification instructions, structure rules, and child classes are hidden by default. 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. The context menu for a Class contains the following settings that are not available on one of the ribbon tabs: \| Show Script Opens the Script Code window. Default Classification Result Select the desired default classification result that is used if no other classification result can be determined. (Default: unclassified
	A collection of Fields 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.
	Field Group 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.
	Simple Field Simple fields are the most common type of field. These fields typically contain a single piece of information extracted from a document during processing. For restrictions on field name characters, refer to Name conventions.
	Table Field 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. For restrictions on field name characters, refer to Name conventions.
	A collection of Locators 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.
	Locator When a locator is first added to the Project Tree, it is identified using the general Locator icon . 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. By selecting any locator in the Project Tree, you can view its properties and configure your extraction settings. Inherited locators do not show their specific locator icon. Instead, they show the Inherited Locator icon . For restrictions on locator name characters, refer to Name conventions.
	A collection of Validation Rules 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.
	Single Field Validation Rule 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.
	Multiple Field Validation Rule 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.
	A collection of Batch Structure Rules If at least one batch structure rule is present in the Project Class, this collection can be expanded. This grouping enables you to collapse the collection when focusing on other areas of your project.
	Batch Structure Rule Batch structure rules are defined to ensure that the batch contains the correct number of documents and has the correct classification.
	A collection of Document Structure Rules If at least one document structure 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.
	Document Structure Rule Document structure rules are defined to ensure that every document in a batch contains the correct pages and has the correct classification.
	Instructions Any Instructions added to your project are visible in the Details window when this item is selected.

You can use drag-and-drop to move a class in the Project Tree. You can also select multiple classes on the same level and drag them to a new position in the Project Tree. For example, if you want to remove a class level you can move all child classes of a parent class to an upper level.

You cannot use drag-and-drop for other items in the Project Tree.

Instead to change the order of items such as validation rules or locators, you can use the Move Up and Move Down buttons.

Project Tree window

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