Classifications

Classifications are used to categorize forms and associate them to filters and reporting, as well as facilitate logic within a form. You can use classifications on any template in the module.

Creating logic within a template is a two-step process. First, use classifications to apply logic to a question’s response within the template. Then when that response is selected, the second classification you created on the Section header becomes visible for the user to navigate to.

Question logic:

Section Logic:

For more information, see Template Creation.

Considerations

  • You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

  • You cannot delete classifications used in published templates unless you first remove all template associations.

  • Classification logic applies to both forms and tasks.

To navigate to Classifications, see steps to access organization level settings in Settings overview.

Add a category

  1. Go to the organization level in Module Settings > Classifications and then click the Add Classification icon.


  2. Enter a name, and then click Save.

Delete a category

  1. At the organization level and from within Module Settings > Classifications select the checkbox for one or more Classifications.

  2. Click the Delete classification icon.