Classification - Documentation

The Classification formatter restricts a field to a list of categories you define. It is how you keep a field like document type or status to a fixed vocabulary that downstream systems can rely on. Common uses are document type (Invoice, Receipt, Credit note) and yes/no states (Signed, Not signed).

Options

Option	What it does
Categories	The allowed values. Each one can be given a description, which tells the model what belongs in that category.
Default value	A category to fall back on when the extracted value is not one of the others. Optional.

Descriptions are worth filling in when the category name alone is ambiguous. For a Credit note category, a description such as “a negative invoice that refunds an earlier one” gives the model something to go on.

How values are handled

Extracted value	Without a default value	With default value `Unknown`
`Invoice` — an exact category	`Invoice`	`Invoice`
`Faktura` — not a category	Error, field cleared	`Unknown`

Matching is exact, so the value must be one of the categories as written. If you also need to fold variations and spellings into a category, use Match & Map, which does fuzzy matching.

When it fails

Without a default value, a value outside the category list clears the field and reports an error listing the allowed categories, which sends the document to human review. With a default value set, nothing fails — unrecognized values become the default, so make sure that is what you want before setting one.