DBXL allows you to tag your qForm-based solution with a set of category filters. You can create and manage these category filters by using the Taxonomy Tree feature in DAT. This document will show you how to create category filters or nodes in taxonomy.
Create a Node in Taxonomy
After saving a Document Type in DAT, follow these steps:
1. In DAT, click the Taxonomy Tree tab.
Taxonomy tab is displayed and you will see a text field that will allow you to add a node:
2. Enter the category name that you wish to create as a filter in qForm. You will notice that a Save button and Cancel button will now be displayed:
3. Click on the Save button. The category name you just entered is now saved as a node in Taxonomy Tree. In this example, Company Size is saved as node.
Note that qForm has two reserved names for taxonomy. This means the user will not be able to create categories at the root level called “All Users" and "TemplateState”.
Add a Subnode in Taxonomy
4. To add a subnode, just click on the + (plus sign) icon of the root note you added in Step 3. Another field below the root node will be displayed.
5. Enter a name for the subnode.
6. Click Save. Your subnode is now added.
7. You may continue adding more subnodes as desired.
Verify taxonomy in the Catalog View of qForm
1. Go back to Catalog by clicking the Catalog button in the header.
2. For your qForm-based solution, click the corresponding Open link.
3. Check the Category Filter in the taskpane. This section should now have the category filters you just created above.
Verify your Category Filters in qForm
1. Add two documents by using the + Add Document button in the Catalog view. Before saving each document, tag them using the taxonomy you created.
2. Return to the Catalog view and set the desired filter settings by checking the nodes under Category Filter in the taskpane.
3. After choosing the filter you desired, click the Apply button. The catalog will display the documents according to your filter settings.
Adding Taxonomy to Admin solutions
Note that if you wish to add taxonomy (category filters) to an Admin solution, you will need to add the Taxonomy tree to the Target (Original) Document Type, and NOT the Admin Document Type.