Content Type - Labels

The add button inserts a new label for the currently selected data element in the Label Set Editor.

• By default, only the header label is shown for each data element. Use this command to add additional labels such as footer, static, or custom labels.
• The available label types depend on the selected data element:
  • Footer labels are available for all element types and generally indicate the end of content for a field, section, or table.
  • Static labels are available for fields only and are used to extract fixed text from the document.
  • Custom labels are available for Data Field Containers and allow for specialized label mapping.
• When clicked, a dialog or menu prompts you to select the label type to add.
• The new label appears as a child row under the selected data element in the label grid, with an editable value.
• This command is only enabled when a data element is selected and the label type is valid for that element.
• Tooltips and context help provide guidance on label types and usage.

The new_type button creates a new Document Type as a child of the currently selected Content Type in the design tree.

• Opens a dialog to specify the name and properties of the new Document Type.
• The new type is added as a descendant of the selected Content Type and appears in the content type hierarchy.
• This command is only enabled when a Content Type node is selected in the design tree.
• Use this to rapidly expand the set of document types supported by your solution, enabling label set configuration and extraction for new document classes.
• Tooltips and context help provide guidance on document type creation and assignment.

The rubberband button enables the rubberbanding tool for capturing a label from the document image.

• After clicking this button (or pressing F4), drag a rectangle in the Document Viewer to select a region containing the label text.
• The selected region is analyzed and the text is extracted as the label value for the currently selected data element and label type.
• This tool is especially useful for capturing complex or multi-segment labels that cannot be captured by double-clicking.
• The command is only enabled when a document is loaded and a data element is selected in the Label Set Editor.
• Visual feedback and tooltips guide you through the capture process.

The test button runs extraction logic for the currently selected document and label set.

• Clicking this button tests extraction for all data elements in the current Label Set.
• Use Alt + click to unit test only the selected data element, providing focused feedback on label mapping and extraction logic.
• Results are displayed in the Label Set Editor and Document Viewer, with annotations highlighting extracted values and detected labels.
• This command is only enabled when a test document is loaded and a label set is available for the current content type.
• Tooltips and context help provide guidance on test modes and result interpretation.

The automap button automatically maps labels for the current Label Set using heuristics or AI-based logic.

• When clicked, the system analyzes the document and data model to suggest or assign label values for each data element.
• This feature accelerates onboarding by reducing manual label entry, especially for large or complex forms.
• Review and adjust the automatically mapped labels as needed in the Label Set Editor.
• The command is only enabled when a label set is loaded and a test document is available.
• Tooltips and context help provide information on the automapping process and its limitations.

The clear button removes all label values from the current Label Set.

• Use this command to reset the label set to its initial state, removing all header, footer, static, and custom labels.
• A confirmation dialog may appear to prevent accidental data loss.
• This command is only enabled when a label set is loaded and contains one or more labels.
• After clearing, you can remap or manually enter new labels as needed.
• Tooltips and context help provide guidance on the impact of clearing labels.

The show button toggles the display of hidden Data Elements in the Label Set Editor.

• When enabled, all data elements—including those marked as hidden—are shown in the label grid.
• Use this to review, edit, or manage labels for elements that are not normally visible in extraction or review workflows.
• The button state indicates whether hidden elements are currently shown or hidden.
• Tooltips and context help provide guidance on visibility toggling and its effects.

The save button commits all changes made to the current Label Set.

• Applies edits to label values, visibility, and label types for the current content type and its descendants.
• Updates the repository and refreshes the UI to reflect saved changes.
• The button is only enabled when there are unsaved changes in the label set.
• Tooltips and context help provide guidance on saving and versioning.

The cancel button reverts all unsaved changes to the current Label Set.

• Restores the label set to its last saved state, discarding any edits made since the last save.
• The button is only enabled when there are unsaved changes.
• Use this to undo accidental edits or to start over with a clean label set.
• Tooltips and context help provide guidance on canceling and data loss prevention.

The Label Set Editor provides a visual, interactive workspace for reviewing and editing the Label Set for a Document Type.

• Presents all Data Elements in a hierarchical grid, with editable label values for header, footer, static, and custom labels.
• Supports inline editing: Enter inserts a new line, Ctrl + Enter commits the edit.
• Child rows represent additional labels for each element, with editable values.
• Visual cues indicate label status (hit, miss, override, hidden).
• Right-click to access a context menu with commands such as clear, copy, paste, and auto-map.
• Double-click a document to capture a label if it consists of a single text segment or is isolated in a box.
• Use the rubberbanding tool (F4) to capture complex or multi-segment labels.
• Checkboxes allow toggling the visibility of data elements and their labels.
• Selecting a label highlights its detected locations in the Document Viewer.

Example

┌─────────────────────────────────────────────────┐
│ Data Element      | Header Label (editable)     │
│ ────────────────  | ─────────────────────────   │
│ Invoice Number    | Invoice #                   │
│   {Static Label}  | Inv #                       │
│ Invoice Date      | Invoice Date                │
│   {Static Label}  | Date of Invoice             │
│ ...               | ...                         │
└─────────────────────────────────────────────────┘

The Test Source control enables users to efficiently select, browse, and manage batches or documents for use as test data in the label set editing and testing workflow.

• Presents a hierarchical view of the current batch, allowing users to browse folders, documents, and pages.
• Selecting an item in the tree sets it as the active test source for the Label Set Editor and Document Viewer.
• Toolbar buttons:
  • {search}: Open a search dialog for document/content lookup.
  • {browse}: Select a different batch as the test source.
  • {goto}: Jump directly to the selected item in the tree.
• Supports single and multi-selection, drag-and-drop, and context menu actions for efficient navigation and management.
• Right-click items in the tree for additional actions such as flagging, renaming, or batch operations.

Example

┌───────────── Test Source ─────────────┐
│ {search} {browse} {goto}              │
├───────────────────────────────────────┤
│ Batch: Test                           │
│ ├─ Folder 1                           │
│ │  ├─ Document 1                      │
│ │  └─ Document 2                      │
│ └─ Folder 2                           │
│    └─ Document 3                      │
└───────────────────────────────────────┘

The Document Viewer control provides a unified interface for viewing, searching, and interacting with documents in the label set editing workflow.

• Automatically selects the best viewer/editor for each document, supporting images, text, PDFs, and more.
• Overlays annotations to highlight detected label locations as selected in the Label Set Editor.
• Supports label capture by double-click (for simple labels) or by using the rubberbanding tool (F4) for complex labels.
• Provides page navigation, search, and viewer-specific actions.
• Context menu commands and keyboard shortcuts may be available depending on the active viewer/editor.
• Intended for use in document review, label capture, and validation workflows.

The Tree Viewer control presents Grooper repository objects in a hierarchical tree format, allowing users to browse, select, and interact with nodes such as Projects, Folders, Batches, Batch Folders, Batch Pages, and configuration items. It is a core navigation and selection component used throughout the Grooper web client, including design, review, and batch processing interfaces.

Display Modes

• Small Icon Mode:
  • Uses 16x16 icons for a compact view.
  • Supports multiple root nodes.
  • Commonly used in configuration UIs, Property Editors, and the Design Page.
  • May display checkboxes beside nodes for multi-selection or property editing.
• Large Icon Mode:
  • Uses 64x64 icons for enhanced visibility.
  • Displays a single root node, typically a Batch Object.
  • Multi-select is limited to objects of the same type.
  • Used in Batch Viewer, Test Source, and batch-centric UIs.

Interactive Features

• Node Selection:
  • Single-click to select a node.
  • Ctrl + click for multi-select.
  • Shift + click to select a range.
• Node Expansion/Collapse:
  • Double-click to expand or collapse nodes.
  • Keyboard navigation with arrow keys, Home, End, and multi-select shortcuts.
• Checkboxes:
  • When enabled, checkboxes allow for hierarchical or multi-node selection.
  • Space toggles the checkbox for the focused node.
• Drag and Drop:
  • Drag nodes to reposition them within the tree.
  • Drop files onto Batch Folders, Projects, or Folders to create new child objects or attach resources.
• Context Menu:
  • Right-click to access commands relevant to the selected node(s), such as viewing properties, validation, or custom actions.

Keyboard Shortcuts

• Up/Down: Navigate between sibling nodes.
• Left/Right: Expand/collapse nodes or move up/down the hierarchy.
• Home/End: Jump to the first or last sibling.
• Shift + Up/Down: Multi-select range.
• Shift + Home/End: Multi-select to start/end of siblings.
• Ctrl + A: Select all siblings (same type in large icon mode).
• Space: Toggle checkbox (if enabled).

Drag and Drop Operations

• Node Reordering:
  • Drag nodes to move them before, after, or inside other nodes.
• File Import:
  • Drag files onto Batch Folders to create child nodes with attached files.
  • Drag files onto Projects or Folders to create Resource File objects.

Context Menu Commands

• View Properties (F12):
  • Displays properties of the selected node.
• Go to Flagged (Ctrl + G):
  • Moves to the next flagged item in a batch.
• Validate Branch (Alt + F11):
  • Validates the selected branch or project.
• Additional commands may be available depending on node type and context.

Usage Scenarios

• Design and Configuration:
  • Browse and edit repository objects, assign properties, and organize nodes.
• Batch Review and Processing:
  • Navigate batch content, flag items, validate branches, and manage attachments.
• Property Editing:
  • Select nodes for property editing, with support for multi-select and checkboxes.
• Resource Management:
  • Import files, create new objects, and manage hierarchical relationships.

Accessibility and Usability

• Icons, tooltips, and keyboard shortcuts enhance usability and accessibility.
• Context menus and drag-and-drop support streamline common workflows.
• The control adapts its layout and features based on the current mode and context.

Example

┌───────────── Tree Viewer ────────────┐
│ Project A                            │
│ ├─ Folder 1                          │
│ │  ├─ Document 1                     │
│ │  └─ Document 2                     │
│ └─ Folder 2                          │
│    └─ Document 3                     │
└──────────────────────────────────────┘

Related Controls

• Property Grid
• Data Grid
• Batch Viewer

For more information, see the documentation for Node, Batch, Batch Folder, Project, and Resource File.