› Configuration › Classification › Select Classification Form Import Type › Database Import

Database Import

  1. Fill in the Database connection options.

    These options include Database type, Database, and Table or view.

  2. Under Import definition, enter a unique form ID in the appropriate field.

    Some fields have a Build button. Clicking it opens the appropriate Classification Form Configuration dialog box, where you can add values from different database fields or constants.

  3. Optionally, fill in the Description and Tag fields, configure the available radio buttons, and add classification rules in the first two tabs of the table at the bottom of the dialog box.

    Setting up rules during this step applies them universally across all imported forms. Because rules are optional, you can come back later and add rules to individual forms.

    When defining rules, you can either use the values from the table or run the values through the Regex builder to generate codes. This behavior is controlled for each rule separately with the Convert to Regex check box. Click the gear icon on the toolbar to view or modify the global settings for Regular Expression Builder Options.

  4. Set the import options in the third tab of the table.
    1. Select the Duplicate Form ID behavior.

      This setting either skips creating a form if a duplicate is found or adds the rules to an existing form.

    2. Select the Mark imported Classification Forms... option to set the imported form as not validated.

      If the Treat Documents that are classified as Non-Validated Forms... check box in Workflow > Classification > Accelerated Classification is selected, documents that match these non-validated forms are treated as exceptions to be processed in the Classification Validation dialog box. To validate the form, the user must open the form in the ACE dialog box. When the user saves out of ACE, the form becomes validated for that document, any other documents in the batch of the same form type, and all future documents classified as that form type.

    3. If you select the Do not create Classification Forms that have no rules option, no rule is added and the form is not created.

      The system warns you and lets you know which form definitions are not created.