Export Behavior (Behavior)

This article is about the current version of Grooper. Note that some content may still need to be updated.

2025

An Export Behavior defines the parameters for exporting classified folder Batch Folder content from Grooper to other systems. This includes where they are exported to (what content management system, file system, database etc), what content is exported (attached files, images, and/or data), how it is formatted (PDF, CSV, XML etc), folder pathing, file naming and data mappings (for Data Export and CMIS Export).

This article redirects users to two different articles pertaining to Export Behaviors.

• Export (Activity) - Export Behaviors are explained in depth here. They are integral to how the Export activity functions.
• Behaviors - This article is about Behaviors in general, with a section explaining Export Behaviors as well.

Glossary

Activity: Grooper Activities define specific document processing operations done to a inventory_2 Batch, folder Batch Folder, or contract Batch Page. In a settings Batch Process, each edit_document Batch Process Step executes a single Activity (determined by the step's "Activity" property).

• Batch Process Steps are frequently referred by the name of their configured Activity followed by the word "step". For example: "Classify step".

Batch Folder: The folder Batch Folder is an organizational unit within a inventory_2 Batch, allowing for a structured approach to managing and processing a collection of documents. Batch Folder nodes serve two purposes in a Batch. (1) Primarily, they represent "documents" in Grooper. (2) They can also serve more generally as folders, holding other Batch Folders and/or contract Batch Page nodes as children.

• Batch Folders are frequently referred to simply as "documents" or "folders" depending on how they are used in the Batch.

Behavior: A "Behavior" is one of several features applied to a Content Type (such as a description Document Type). Behaviors affect how certain Activities and Commands are executed, based how a document (folder Batch Folder) is classified. They behave differently, according to their Document Type. This includes how they are exported (how Export behaves), if and how they are added to a document search index (how the various indexing commands behave), and if and how Label Sets are used (how Classify and Extract behave in the presence of Label Sets).

• Each Behavior is enabled by adding it to a Content Type. They are configured in the Behaviors editor.
• Behaviors extend to descendent Content Types, if the descendent Content Types has no Behavior configuration of its own.
  • For example, all Document Types will inherit their parent Content Model's Behaviors.
  • However, if a Document Type has its own Behavior configuration, it will be used instead.

Export Behavior: An Export Behavior defines the parameters for exporting classified folder Batch Folder content from Grooper to other systems. This includes where they are exported to (what content management system, file system, database etc), what content is exported (attached files, images, and/or data), how it is formatted (PDF, CSV, XML etc), folder pathing, file naming and data mappings (for Data Export and CMIS Export).

Export: output Export is an Activity that transfers documents and extracted information to external file systems and content management systems, completing the data processing workflow.