Updating Multiple Form Definitions - 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 you wish to apply the same changes to multiple forms in your system, you can save time by performing bulk updates to these multiple forms simultaneously.

To update the settings for multiple form definitions:

  1. From the Advanced Capture Configuration window, click the Advanced Options link in the Tools pane. The Advanced Configuration Options dialog box is displayed.
  2. Click Bulk Update Form Definition Settings. The Multiple Form Definition Update dialog box is displayed.
  3. From the Form Definitions tab, select all available form definition groups and form definitions you wish to modify, and click Add >>. The selected form definition groups and form definitions are moved from the available fields on the left to the Form Definitions to be Modified field on the right.
  4. To remove any form definition groups or form definitions already set to be modified, select them and click << Remove. They are moved from the Form Definitions to be Modified field on the right to the available fields on the left.
  5. To access the form definition settings to be modified, click the Settings tab.

    By default, the settings are blank (text fields), marked indeterminate (check boxes marked with black squares), or set to <Unchanged> (drop-down lists).

  6. To keep settings unchanged for the forms you previously selected, leave them as blank, indeterminate, or <Unchanged>.
  7. To modify settings for all of the forms you previously selected, change their values accordingly (e.g., enter values in the text fields, check or uncheck the check boxes, and/or select values other than <Unchanged> in the drop-down lists). To modify settings next to an Update check box (e.g., Ancillary Form Settings and Document Types Allowed for Form), you must also check Update.
    Tip:

    For more information on these form definition settings, see Defining Advanced Capture Forms.

  8. Once you have finished modifying the settings for the selected forms, click Save.
  9. When prompted to confirm your changes, click OK to confirm or Cancel to cancel.