Classifications is the term used to describe the options a User is given when editing the dropdowns and tags on Records.
Required System Role: Standard User
Required Team Role: Viewer
What are Classifications
Classifications is the term used to describe the options a User is given when editing the dropdowns and tags on Records. Some examples of standard system classifications are Stakeholder Groups, Stakeholder Distribution Lists, Event Types and Event Issues.
Classifications are how Users tag Records for search and reporting purposes. For example:
Stakeholder Groups: Environmental Group; Directly Impacted Stakeholder describes your Stakeholder.
Event Type: Phone call describes the type of your interaction
Sentiment: Positive describes the sentiment of your interaction.
There are two types of Classification fields:
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ClassificationsList: These are single-select. You can only choose one tag when editing these fields.
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Classification Groups: These are multi-select. You can choose as many tags as you like.
Classifications
Classification List
For classifications that are single-select, your list will typically be mutually exclusive. One example is Event Type (the channel of the interaction). An interaction is best described as either a phone call or an email, not both.
Here is what a Classification List would look like in the Management section of the system.
Here is what Classification List look like when a User opens the drop-down in the record.
Classification Groups
Classification groups are typically used when the record falls under only one category and can only require a single answer.
Here is what a Classification Group would look like in the Management section of the system. It is typically a heading with the choice listed below.
Here is what the Classifications Group will look like when a User opens the drop-down in the record.
