During the export of Trifolia artifacts, users can select which constraints can be exported in the artifact using Categories.  The Implementation Guide categories allow the grouping of constraints associated with an implementation guide.  The constraint editor allows the selection of the IG categories.  During the export of template XML, MSWord and Schematron user can select multiple categories of constraints to export.  When a category is selected, constraints will be included in the implementation guide that either have no category specified, or a category matching the selected category on the export settings. If no category is selected on the export screen, all constraints will be exported regardless of the constraint's category.  The category selection on the export screens allows for multiple selections. Select multiple categories by holding CTRL while you click on each category

An implementation guide may contain one or more categories. These categories, once defined, may be associated with constraints within templates of the implementation guide. Categories may be used to generate different exports, exporting the constraints associated with the selected category.

Create a Category

  1. Go to the Edit Implementation Guide screen for the implementation guide you want to modify categories for
  2. Select the Categories tab
  3. Specify the name of the category in the "NEW CATEGORY" text field
    • It is suggested that you choose a short name for the category (example: "CAT1")
  1. Select the Add button
  2. Save the implementation guide

Delete a Category

  1. Go to the Edit Implementation Guide screen for the implementation guide you want to modify categories for
  2. Select the Categories tab
  3. Select the Remove button next to the category you want to remove
  4. Save the implementation guide

Associate the Category to Constraints

See the Template/Profile > Editor > Constraints > Categories section.