Configuring Advanced Capture Forms for Institutional Databases - Advanced Capture - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Advanced Capture

Platform
OnBase
Product
Advanced Capture
Release
Foundation 24.1
License
Standard
Premier
Essential

If your OnBase solution is configured to use Institutional Databases, Advanced Capture forms can be created at the institution level or at a global level.

  • Institution-level forms are available only to the institution that they were created for.

  • Global forms are available to all institutions that are part of your OnBase solution.

Non-super users can only create and configure Advanced Capture forms for their own institutions.

Super users can configure Advanced Capture forms for any institution, provided that the institutions using the forms have access to the Document Types and Keyword Types associated with the form. Super users may also configure global Advanced Capture forms.

Tip:

It is considered a best practice for super users to create only global Advanced Capture forms. Non-super users should create all institution-level Advanced Capture forms.

Advanced Capture forms are assigned to institutions using the Institution drop-down list on the Form Definition dialog box.

  • For non-super users, the current institution is pre-selected in the Institution drop-down list and the Institution drop-down list is disabled.

  • For super users, the Institution drop-down list is enabled, allowing them to select any institution or the <All> option (used to create global Advanced Capture forms).