Configuring Lookup Text for a Form - Advanced Capture - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

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

You may configure specific, first-page text values to search for when associating documents with a form. If a document contains the configured text values on its first page, the document is associated with this Advanced Capture form. If a document does not contain the configured text values on its first page, the Advanced Capture engine continues to search for form matches not related to lookup text (i.e., documents matching the configured Document Types, scan queues, Keyword Values, etc.).

To configure lookup text for a form:

  1. Create the Advanced Capture form as usual.
  2. Once the form has been created, from the Advanced Capture Configuration window, do one of the following:

    • To configure a Lookup Text Zone on the first page of the document, proceed to the next step.

    • To configure lookup text according to a manually entered value, proceed to step 5.

  3. To create a Lookup Text Zone on the first page of the document, click and hold the left mouse button and draw a box around the text that is to be used as the lookup text value.
  4. Release the left mouse button to display the Form Definition Lookup Text dialog box. Depending on the setting of the Default Zone Type option in the Tools panel, the New Zone dialog box might be displayed.

    If the New Zone dialog box is displayed, click Lookup Text to continue to the Form Definition Lookup Text dialog box.

    Once you have accessed the Form Definition Lookup Text dialog box, proceed to step 8.

  5. To configure lookup text according to a manually entered value, right-click on the document displayed in the Document Viewer. The Modify/Delete Form dialog box is displayed.
  6. Click Modify Form. The Form Definition dialog box is displayed.
    Note:

    The Form Definition dialog box displayed here is slightly different from the dialog box that is displayed when you are creating a new Advanced Capture form.

  7. Click Form Definition Lookup Text. The Form Definition Lookup Text dialog box is displayed.
  8. If you created a Lookup Text Zone on the first page of the document, the text value captured from that zone is displayed in the Text Match Item list.

    If you are manually entering a lookup text value, in the text field, enter the value you wish to associate with the form. This value can be a literal text string (i.e., specific text, such as Office Supply Warehouse) or a regular expression (i.e., text that matches a certain pattern, such as a value containing four letters, a space, and two digits).

    Literal values must be enclosed in quotation marks to differentiate them from regular expressions.

    Note:

    To access the Regular Expression Library, either click Library or click in the text field and press F2. See The Regular Expression Library for more information.

  9. Once you have entered the text value in the field, click Add. The value is added to the Text Match Item list.
  10. To modify an existing text value:
    1. Select the value in the Text Match Item list and click Modify. The Edit Form Template Lookup Text Item dialog box is displayed.
    2. In the Matching word/phrase field, edit the text value as desired.
      Note:

      To access the Regular Expression Library, click in the field and press F2. See The Regular Expression Library for more information.

    3. Click Save. You are returned to the Form Definition Lookup Text dialog box.
  11. To delete an existing text value, select the value in the Text Match Item list and click Delete. A confirmation message is displayed.
  12. When you have finished configuring lookup text values, click Save. The Form Definition Lookup Text dialog box is closed.