Creating Extended Classification Trees

xProperties are primarily linked to ItemTypes through their Extended Classifications (xClassification/xClass). These are defined in the TOC under Extended Classification --> xClassification Trees.

The xClassification Tree is a hierarchical structure containing sub-classes.

xClassification Trees are defined in two pieces. The standard form defines basics such as the name and identifying number of the tree as well as two additional configurations:

• Restrict Selection To Only Leaf Classes

When selected, you can only select leaf classes in the xClassification Tree. These are classes that have no child classes.

• Restrict Selection To A Single Class

When selected, you can only choose one Extended Classification for each Item. Disabling this flag allows you to assign multiple xClasses to a single Item so that all of those xClasses properties are available. The relationship tab “Item Types” defines the ItemTypes where this extended classification tree is available.



To define the xClassification Tree, select the Show Editor icon in the green sidebar. This displays an Editor that enables you to perform the following functions:

• Create the Tree structure- To add a new xClass, right click on the top level of the tree and select Insert Sub-class. The top level xClass shares the name of the xClassification Tree.

Assign xProperties to specific xClasses – Select the xClass from the tree in the left column and select Pick Related from the dropdown list in the toolbar on the right. Click the New Relationship icon



. The xProperty search dialog opens, enabling you to select the desired xProperty. An xClass can have multiple xProperties assigned to it.



In this xClassification Tree seven xProperties are assigned to various xClasses. When you select a node, all included xProperties appear in the right grid. Those with a grey background are inherited from higher level xClasses. The xProperties defined for the selected xClass appear with a white background.

Within the grid, it is possible to drag and drop rows by clicking the



in a particular row to reorder the xProperties. The order shown will be the same as the order that appears on an Item’s form when you select the xClass to classify the item. You can also use the Move Up and Move Down buttons in the Editor Toolbar to reorder rows.

For a given xProperty the properties Label, Default Value, Required, and Read Only are created on a global scope. The Classification Administrator can override the value of these four properties when the xProperty is assigned to an xClass. The new values (Overridden) are the class specific properties of the xProperty. Overriding the properties of an xProperty can be done in the xClass Tree Editor. When you select a row in the grid, toggle buttons appear in the Label, Default Value, Required, or Read Only Solutions columns for that xProperty, as shown in the following screenshot:

The values that appear in these cells are the Global values. When you click a toggle button, the value that appears in the cell is replaced with a blank space as shown here:

Click the cell to enter a new value. This new value is the Override value. Click on the toggle button again to return to the Global value. xProperties that are assigned to a specific xClass appear in the grid with a white background. Inherited xProperties appear with a grey background. It is possible to override property values for xProperties that are inherited from a higher xClass. All child classes with inherited xProperties will inherit the values of their immediate parent class – regardless of whether that value was overridden or inherited from a higher class.

You can make an xProperty associated with an xClass inactive by selecting the Inactive flag for that property as shown here:

When you make an xProperty inactive, end users will not be able to see it in the UI. This is true for both existing items that have the xProperty assigned to them and new items that you have created and classified. The xProperty and its associated value are not deleted and you can re-activate them by deselecting the Inactive checkbox. When you make an xProperty inactive, it no longer appears in the column selector, the main grid, or the Relationship grid. It also will not appear in the Advanced Search Property dialog box. If you stored the xProperty to a saved search, you will need to update it so it does not appear when you select that search for an item.