Viewing Read-Only Keywords - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Application Builder

Platform
OnBase
Product
Application Builder
Release
Foundation 23.1
License
Essential
Standard
Premier

Sometimes you can view, but not modify some or all of the Keyword Values on a document.

This can be for any of the following reasons:

  • Keyword Types can be configured to appear as read-only, as well as masked, to certain User Groups. If this is the case, the Add/Modify Keywords dialog box will resemble the following:

    In the following example, the PO # Keyword Type is configured as read-only at the Document Type level. The user is unable to modify this Keyword Value. The user is able to modify the other Keyword Values.

  • The User Group that you belong to does not have the right to Modify Keyword Values. The Add/Modify Keywords dialog box displays in read-only mode:

  • When you elect to view Keyword Values on a document, OnBase displays a message that someone has the document checked out, or locked. The Add/Modify Keywords dialog box displays in read-only mode. Depending on your system setup, this happens if a document is checked out by another user, or if it is persistently checked out.

Note:

When you open Add/Modify Keywords or the Re-Index Document dialog box, the document is locked for your use so you can modify Keyword Values and save the changes. The document is unlocked when the dialog box is closed. When another user attempts to Add/Modify Keyword Values or re-index and a document is locked, the user can view the Keyword Values, but not modify them.