Creating Classification of Records

Complete the following steps to create classification of records.

1. Click on the Browse and Search screen.
   

   The Add Record screen is displayed.

   
2. Enter values in the attribute name fields.
3. Click the Classifications tab. The classification hierarchy is displayed on the Classifications tab. You can change classification of a record into more than one category in a single classification or across classifications.
   
4. Click Classify to select categories. The Classifications dialog is displayed.
   

   Note: The Classifications dialog box is displayed only for the Manual and Mixed classification. For Automatic classification, Classify is disabled. The classification code hierarchy and attribute mapping is created or changed in TIBCO MDM Studio.

   If you have multiple classification schemes, you can classify records in another classification scheme. Then, Classify is enabled.

5. Expand the Classification tree to select one or more categories.
6. Select the category in the Available column and click to move the category to the Selected column. The selected category is moved to the Selected column.
   

   Note: You can click Expand All and Collapse All links to expand and collapse the categories list respectively in the Available and Selected columns.

   If the classification hierarchy is huge, these operations can take a long time and should be avoided.

7. Click Save to save the selected category. The selected classifications hierarchy is displayed on the Classifications tab along with the attributes of the selected classification.
   Note: On the Classification tab, attributes are in a read-only mode. Category specific attributes appear in the respective attribute group after the category is selected.

   
8. Click Save or Save Process to save classifications. The classifications are added to the record.

   The category specific attributes that are not applicable for a record are displayed in gray color on the record list if they marked as Display in Record list. Consider the following example, Firmness, Type_of_Filling and Type_of_Grain attributes are not applicable for the Milk record. Therefore, the gray color is displayed in those category specific attributes’s columns.