Actions33
- Archiv Actions
- Dokument Actions
- Dokument herunterladen
- Dokument mit Klassifikation herunterladen
- Dokumentversion herunterladen
- Dokumentinformationen abrufen
- Dokument hochladen
- Dokument mit PDF hochladen
- PDF in Inbox hochladen
- Datei hochladen
- Templates für Datei abrufen
- Duplizierungscheck durchführen
- Version mit PDF hinzufügen
- Version hinzufügen
- Klassifikation mit Template-Erkennung abrufen
- Dokumenttyp Actions
- Klassifikation Actions
- Suche Actions
- Ordner Actions
- Lizenz Actions
Klassifikation → Benutzerfreundlich klassifizieren
AI-generatedOverview
This node operation allows users to classify a document in a user-friendly manner within the ecoDMS system. It is useful for scenarios where documents need to be categorized with specific metadata such as document type, folder, status, title, and additional custom fields. Practical examples include organizing scanned documents, assigning document statuses, and tagging documents with keywords or custom attributes for easier retrieval and management.
Use Case Examples
- Classify a scanned invoice document by specifying its document ID, type, storage folder, status, and title.
- Add additional metadata such as revision number, keywords, document date, and assign specific users or groups with permissions to the document.
- Use dynamic or manual custom fields to add specialized classification data tailored to organizational needs.
Properties
| Name | Meaning |
|---|---|
| Dokument-ID | The ID of the document to be classified. |
| Dokumententyp | Select the document type from a list or enter the ID manually. |
| Ablageordner | Select the storage folder from a list or enter the folder ID manually. |
| Status | Select the document status from a list or enter the status ID manually. |
| Titel/Bemerkung | Title or remark for the document. |
| Zusätzliche Felder | Optional additional fields for classification including revision, keywords, document date, user and group assignments with permissions, and custom fields. |
Output
JSON
classificationResult- Result of the classification operation, typically including confirmation and metadata of the classified document.
Dependencies
- Requires ecoDMS API credentials including server URL for authentication and access.
Troubleshooting
- Ensure the ecoDMS API credentials are correctly configured, especially the server URL, to avoid connection errors.
- Validate all required fields such as document ID, document type, folder, status, and title to prevent validation errors.
- Check that IDs entered manually conform to the expected formats (e.g., numeric or dot-separated for folder IDs).
- Handle errors gracefully by reviewing error messages from the node, which may indicate unsupported resources or operation failures.