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How do classification sets work?

Classification sets in Fulcrum let you create predefined hierarchies and schemas for classifying data into a standard format from the field.

Classification set example

Creating a Hierarchy of Options

From the top navigation bar, select Setup and then Classification Set from the drop down menu. At the top of your screen select New Classification Set to create new one. Drag and drop the choices into the canvas area on the right side (it works like the App Designer). You can nest options beneath others to form your list schema. From the classification set list page you can also select a classification set you have created so you can edit the list.

Hierarchies of options

Advanced Functionality

The value attribute to the right of each label name allows you to set a backend value, so the label (the field label presented on the mobile app) can show one thing, a human friendly label, and the value can be used to stored the more system friendly value. For example, imagine these labels and values:

  • Label: “Samsung Galaxy S5”
  • Value: sm-g900v

When data is exported, Fulcrum will use the values instead of the choice labels as attribute values.

You can also import classification sets if you already have them build in a spreadsheet format.

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