Configure User Defined Choice Lists

You can use choice lists to standardize specific metadata field values or speed up indexing and prevent data entry errors. You create choice lists on the Metadata tab, then select them in a metadata field or processor job. This allows you to use the same choice list in multiple areas.

You can use user-defined choice lists to enter and maintain values in the content capture database. You can import choice list values into the content capture database from a text file as well as export choice list values to a text file.

Here are the main tasks you do when you are configuring user defined choice lists:

• Add or Edit a User Defined Choice List

• Import Values From a Text File Into a Content Capture Choice List

• Export Content Capture Choice List Values to a Text File

• Delete a User Defined Choice List or Items

• Uses of User Defined Choice Lists

Add or Edit a User Defined Choice List

A user-defined choice list that you configure in your procedure is stored in Oracle Content Management.

For example, you might create a choice list to allow users to select a customer correspondence type of Complaint, Satisfaction, Suggestion, or Other.

1. On the procedure Metadata tab, under User Defined Choice Lists, select Content Capture in the table and click .

2. On the Choice List Type page, click to add a choice list, or edit one by selecting it and clicking .

3. On the Capture Choice List page, enter a name in the Choice List Name field (for example, Correspondence Type) and select a type in the Data Type field (Alpha Numeric, Numeric, Date, or Float).

   Note:

   To display the choice list values in a metadata field, the choice list must have the same data type as the metadata field.

4. To add a choice list item, click in the Choice List Items table.

5. On the Choice List Item Properties page, enter a choice list value in the Item Value field.

   To display one value to users but commit another, enter a different value in the Display Value field of the item. To display the same value to users, click OK without entering a value in the Display Value field. Repeat steps 4 and 5 to add additional choice items.

6. Using the up and down or sorting ascending and descending arrow buttons, order choice list items as you want them displayed in the choice list and then click Submit.

   The new choice list is displayed in the Defined Choice Lists table. If you want to use the choice list, see Uses of User Defined Choice Lists.

   If you want to use the choice list in a metadata field, first add or edit a metadata field. Then:

   1. On the Metadata Field page, in the Choice List Source field, select Capture Source.

   2. In the Choice List field, select the choice list you created.

Import Values From a Text File Into a Content Capture Choice List

You can import values from a UTF-8 text file into a user defined choice list. In UTF-8 text files, each choice list item record is delimited with a CR (carriage return)/LF (line feed). Each record line within the text file is imported as a choice list item. To import different values for the Item Value and Display Value, remember to use a TAB character to separate the values within an import record line.

To import values from a text file into a choice list:

1. Add or edit a user defined choice list.

   1. On the Metadata tab of the procedure, select Content Capture in the User Defined Choice Lists table and click .

   2. In the Defined Choice Lists table, click or to add or edit a choice list.

2. In the Choice List Items table, click .

3. On the Import Choice List Items page, locate the file to import, and click Open.

4. Select the Check for duplicates field to check for and eliminate duplicate values and click Process. Keep in mind that importing large choice lists takes longer when this option is selected.

   The choice list items are imported and displayed along with errors encountered in the Import Status area. You can define dependencies between choice lists and also use them in profiles or batch processor jobs. See Uses of User Defined Choice Lists.

Export Content Capture Choice List Values to a Text File

You can export a user defined choice list to a text file. The values of a selected choice are written to a delimited text file.

To export choice list values to a text file:

1. Edit a user defined choice list.

   1. On the Metadata tab of the procedure, select Content Capture in the User Defined Choice Lists table and click .

   2. In the Defined Choice Lists table, select a choice list and click .

2. On the Content Capture Choice List page, click . You are asked to open or save the export.txt file. Choose save options.

   The text file is written to the specified location.

Delete a User Defined Choice List or Items

Deleting a choice list makes it unavailable in any client profile or processor in which it is used.

To delete a user defined choice list or items:

1. To delete a choice list, select it in the Defined Choice Lists table and click , confirming your action.
2. To delete a choice list item, select the choice list in the Defined Choice Lists table and click .
3. In the Choice List Items table, select an item and click , confirm, and then click Submit.

Uses of User Defined Choice Lists

After creating one or more user defined choice lists, you can then:

• Define dependencies between them.

• Use them in content capture profiles or batch processor jobs as listed in this table:

Content Capture Component	Choice List Type	How It Is Used
Client profiles	Choice List Dependent Choice List	Use choice lists in metadata fields. See Add or Edit a Metadata Field. Create dependent choice lists, where a selection in the parent field determines the values displayed in the child choice list field. Create a dependency, then select it in a client profile (see Add or Edit a Dependent Choice List).
Recognition processor	Choice List	Assign a bar code value that matches a choice list value to a metadata field. See Add or Edit Bar Code Definitions.