I am attempting to store AutoFill Keyword Set data from documents indexed via Advanced Capture process using the scan queue's Store Keyword Set Data option, but the AutoFill Keyword Set data is saved inconsistently.
Instances of AutoFill Keyword Sets can automatically be created using data applied to a document from a batch Advanced Capture process if the associated scan queue has the Store Keyword Set Data option enabled. AutoFill Keyword Set data is only stored for documents that are indexed correctly and marked as fully-indexed; AutoFill Keyword Set data will not be stored for any document that is unidentified or has any values marked as suspect.
AutoFill Keyword Set information cannot be stored for any document indexed via an ad hoc Advanced Capture process because the document does not have a connection to a scan queue and, therefore, the Store Keyword Set Data scan queue option.
I am using Advanced Capture to identify a Keyword Value that is used as the primary Keyword Value to trigger an AutoFill Keyword Set. However, when the primary Keyword Value is associated with more than one instance of an AutoFill Keyword Set, I'm not given the option to select the instance of the AutoFill Keyword Set(s) I want.
If you are using ad hoc Advanced Capture to extract a Keyword Value that is the primary Keyword Value for an AutoFill Keyword Set, be aware that if multiple instances of the AutoFill Keyword Set exist with the same primary Keyword Value, the behavior of the AutoFill Keyword Set depends on how it was configured:
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If the Expand All Matching Instances option was not selected for the AutoFill Keyword Set, no instance of the AutoFill Keyword Set is assigned to the document (even though the primary Keyword Value is assigned to the document). This is the default behavior.
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If the Expand All Matching Instances option was selected for the AutoFill Keyword Set, all instances of the AutoFill Keyword Set are assigned to the document.
Regardless of the setting of the Expand All Matching Instances option you are not given the opportunity to select the instance of the AutoFill Keyword Set or, depending on your configuration, select multiple instances of the AutoFill Keyword Set to assign to the document.
If you are using batch Advanced Capture to extract a Keyword Value that is the primary Keyword Value for an AutoFill Keyword Set, be aware that if multiple instances of the AutoFill Keyword Set exist with the same primary Keyword Value, the behavior of the AutoFill Keyword Set depends on how it was configured:
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If the Expand All Matching Instances option was not selected for the AutoFill Keyword Set, the batch is routed to either the Awaiting Index or Index in Progress batch status queue so that you can select the instance, or instances, of the AutoFill Keyword Set to assign to the document. This is the default behavior.
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If the Expand All Matching Instances option was selected for the AutoFill Keyword Set, all instances of the AutoFill Keyword Set are assigned to the document.
I am using Point and Shoot Indexing to extract a Keyword Value that is used as the primary Keyword Value to trigger an AutoFill Keyword Set. However, after I obtain the Keyword Value, I have to tab to the next Keyword field to trigger the Autofill Keyword Set expansion.
When using Point and Shoot Indexing, be aware that the focus remains on the field containing the just-extracted Keyword Value.
If you are using Point and Shoot Indexing to extract a Keyword Value that is the primary value for an AutoFill Keyword Set, the AutoFill Keyword Set is not triggered until you set the focus to another Keyword field.