Auto Zone Creation Configuration

With Auto Zone Creation, zones can be automatically created when creating a new Zone Definition Profile. In many workflows, it is used in tandem with other automatic profile creation processes, like Accelerated Classification Engine and Database. There are several product areas that can trigger the creation of an Auto Zone or a new Zone Definition Profile.

Auto Zone Creation requires a Classification module license.

Auto Zone Creation automatically runs in the following cases:

Accelerated Classification Configuration: When creating a new classification form and Zone Definition Profile in the Classification module, Auto Zone Creation runs if the option to create a new Zone Definition Profile is selected. If a Default Zone Definition Profile is specified, Auto Zone Creation overwrites any Zone Definitions linked to data fields with Auto Zone Creation enabled, as long as the form field is located on the form. If the form field is not located, the zone defined on the default profile is used.
Accelerated Zone Profile Configuration: When creating a new Zone Definition Profile in the Index module, Auto Zone Creation runs if the option to create a new Zone Definition Profile is selected. Behavior for creating zones is the same as in the Accelerated Classification Configuration.
Zone Configuration for Document Index Fields: When configuring a Zone Definition Profile in Document Type Configuration, Auto Zone Creation runs on the Zone Definition Profile when the template image is first selected or when changing the template image. If the template image on a Zone Definition Profile is changed when zones already exist on the profile, the user is prompted to run Auto Zone Creation and potentially overwrite the existing zones.
Accelerated Classification Engine (ACE): When the check box Auto create a corresponding Zone Profile when a Classification Form is matched that does not already trigger one is enabled, zone profiles are automatically created during the Classification process that do not currently trigger a zone profile. In other words, if the document matches a classification profile, but does not match a zone profile, these zone profiles are automatically created based on the Auto Zone Creation Configuration. The default zone profile selected in Zone Definition Profile options is used as the base profile with Auto Zone Creation settings defined on index fields generating/overriding zones.
Database Import: This process can be very helpful for configuration when creating classification forms using the database import feature. Previously, that process would only create the classification form, leaving the user to manually create the zone profile for each. Now, the zone profile can be automatically configured according to Auto Zone Creation Configuration settings.

To enable Auto Zone Creation, select Auto create Zones for new Zone Definition Profiles under Zone (tab) > Processing options (group) > General (tab) for the index field where you would like to automatically create a zone (document, folder, or batch). Once selected, click the Setup button to open the Auto Zone Creation Configuration dialog box.

Form field options

Use these options to locate the form field label on the form.

System-defined: Select from a list of built-in form field types. When searching for the zone to create, built-in system expressions are used to try and determine the location of the field on the form.
User-defined: Select from a list of user-defined form fields. Click the Manage button to define more fields to select from.

Additional match expressions

In this section, you can add your own expressions to use when searching for the form field. If a form field type is selected, these expressions are run either before or after the built-in system expressions for the selected form field depending on the setting below.

Process Additional Expressions before Expressions associated with selected Form Field: If selected, the expressions listed above this check box are processed before the built-in expressions associated with the selected form field type. Typically, if the additional expressions are very specific, you would likely want them to be processed first.

Form field value options

Once the form field label has been found, these settings are used to locate the value associated with that form field label. Surrounding words on the form are searched, and the best match is used as the form field value.

Data type hint: The selected list item is used to help find the form field value by using the selected type as validation for possible values around the located form field label.
Custom hint expression: If "Custom" is selected as the data type hint, a custom hint expression can be entered. The regular expression entered here is used to validate possible form field values.
Apply Character Filtering defined on Data Field on possible Form Field Values: If selected, character filtering settings defined on the Character Filter tab of the data field are used prior to running validation on possible form field values. This process ensures that the data being validated matches the data that is processed during normal zone processing.

Search options

Pages to search: Determines which pages to search when trying to locate form fields.
- First Page of Document Only
- All Pages of Document
Form Field search order: Specifies the search direction to use when trying to locate form fields. If a form field is typically toward the bottom of the page, then searching from the bottom to top can help find the field with higher accuracy.
- Top to Bottom
- Bottom to Top

Zone creation options

Create Zone type: Specifies which type of zone to create for the located form field.

Smart Zone: A Smart Zone is created with the anchor expression based on the located form field label and child zones based on the form field value location.
Standard Zone: A Standard Zone is created either around the form field label or form field value location depending on the Standard Zone to create.

Smart Zone anchor expressions: When creating Smart Zones, this setting specifies what expressions to use as the anchor expressions on the Smart Zone definition. No matter which option is selected, built-in expressions for form types are hidden from the users on the Smart Zone Configuration dialog box.

Use form field matched expression only: Only the expression that matched the form field label on the document is added as an Anchor Expression on the Smart Zone definition.
Use all form field expressions: All the built-in expressions for the selected form field type plus the custom expressions entered by the user are added to the Smart Zone definition, no matter which expression matched the form field label on the document.

Generate smart zone bounds using: This option controls the size of the zone created for the Smart Zone.

Form field label and value: The zone is created based on the location and size of both the form field label and the value.
Form field label only: The zone is created based on the location and size of only the form field label.

Create standard zone using: When creating standard zones, this option specifies if the zone should be created based on the size and location of the form field label or the form field value.

Form field value size and location
Form field label size and location

Page on which to create zone: Determines which page to create the zone definition on. If a document contains multiple pages, some form fields may not be on the first page. With this option, the user can control where those zones are created.

Create zone on page found
Create zone on first page