Setting Property Controls for Attachments - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Premier
Essential

In many cases, supporting documents need to be attached to agenda items. These documents may include cover letters or other supporting documents for the agenda item. The ability to add attachments must be configured on the Agenda Item Unity form template.

Note:

Only one attachment control can be added to an Agenda Item type Unity form.

To configure a Unity form for attachments:

  1. From the Toolbox pane, select the Attachment control and place it on your form.
  2. Once the control is placed on the form, it must be configured. From the Properties pane, select the Attachment Configuration icon in the Attachment section.

    The Attachment Configuration dialog box is displayed.

  3. From the Document Type Group drop-down list, select a group to narrow down the search for a document type.
  4. From the Document Type drop-down list, select a document type for the attachment.
  5. Click Add. More configuration information is displayed in the Configure Attached Documents section.
  6. In the Display Name field, either accept the default value, or enter the display name you want to be displayed on the form.
  7. In the Button Label field, either accept the default value, or enter the button label name you want to be displayed on the form.
  8. Select the Required check box if you want to require users to add an attachment to the agenda item.
  9. Select the Allow Multiple check box if you want to allow users to attach multiple documents.
  10. If you have keywords configured for the agenda field items on the form, select the Inherit Common Keywords check box. If you do not have keywords configured, de-select the check box, and click the Keyword Mapping button. The Keyword Mapping for <Document Type Name> dialog box is displayed.

    Do the following to map keywords to fields on the Agenda Item form:

    • Select the <unmapped> link next to the first field in the list. The Agenda Item Caption dialog box is displayed.

    • From the Keyword Type or Field drop-down list, select the keyword that matches the field name to which you establishing a link.

    • Click OK. The keyword value you selected is displayed next to the field name.

    • Click OK to return to the Attachment Configuration dialog box.

  11. Click Finish. The Attachment control is fully configured, and is displayed on the Unity form.