Associating Keyword Types, Unity Form Fields, or WorkView Attributes - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Essential - Standard

Application Enabler

Platform
OnBase
Product
Application Enabler
Release
Foundation 23.1
License
Premier
Essential
Standard
CAUTION:

Specific Currency Keyword Types are not currently supported for use with Application Enabler.

After selecting Document Types, the Keyword Types Configuration dialog box is displayed.

This screen allows you to associate Keyword Types, Unity Form fields, or WorkView attributes with the configured screen.

You can filter the Available list using the Filter By Group and Filter By Type drop-down lists. These two drop-down lists work together to narrow down the items that are displayed for easy selection and configuration. The Filter By Group drop-down list includes the following:

Filter By Group

Description

Combined View Types

When selected, the Available list displays any Combined View Types associated with the Document Type(s) that were selected on the Document Type(s): screen.

The Filter By Type drop-down list contains the available Combined View Types.

Government Modules

When selected, the Available list displays any Keyword Types associated with the OnBase government module selected from the Filter By Type drop-down list.

The Filter By Type drop-down list contains the Plan Review selection, which is for the Electronic Plan Review module.

Healthcare Modules

When selected, the Available list displays any Keyword Types associated with the OnBase healthcare module selected from the Filter By Type drop-down list.

The Filter By Type drop-down list contains the following OnBase healthcare modules:

  • DeficiencyPop

  • RAC Audit

  • Patient Window

Note:

The ChartPop, DeficiencyPop, and LongitudinalPop options are maintained for legacy purposes only. For new medical deployments, please use the OnBase Patient Window.

Selected Document Types

When selected, the Available list displays any Keyword Types associated with the Document Type(s) that were selected on the Document Type(s): screen.

The Filter By Type drop-down list contains the Document Types that were selected on the Document Type(s): screen.

Unity Form Templates

When selected, the Available list displays any Unity Form fields associated with the Unity Form template selected from the Filter By Type drop-down list.

The Filter By Type drop-down list contains a list of Unity Form templates.

Workview App

When selected, the Available list displays any WorkView attributes associated with the WorkView class that is selected from the Filter By Type drop-down list.

The Filter By Type drop-down list contains a list of WorkView classes.

Note:

The following WorkView attribute Data Types are not supported for use with Application Enabler, and are not displayed during configuration: Text, Formatted Text, Document, Date/Time. External classes are not supported for use with Application Enabler. Multiple level relationships (for example, AssignedEmployee.Manager.FullName) are also not supported.

  1. If you are configuring a Keyword Type, select the Keyword Type in the Available list and click Add.

    Keyword Types that are mapped to system properties are available for configuration. See >>Document Date, >>Document Handle - From, >>Document Handle - To, >>From Date, >>Non-keyword Hotspot, and >>To Date for more information.

    Note: Scraped values can be mapped to Keyword Type fields in the Index context, but they cannot be mapped to Keyword Type fields in the Create New Unity Form context.

    If you are configuring a Unity Form, select Unity Form fields in the Available list and click Add.

    Note: Scraped values can be mapped to Unity Form fields in the Create New Unity Form context, but they cannot be mapped to Unity Form fields in the Index context.

    If you are configuring a WorkView attribute, select the attribute in the Available list and click Add. Nested attributes are displayed with a + symbol.

  2. Click Add. The Settings: dialog box is displayed. It contains the General, Strip, Parse, and Append tabs.
  3. If you want to access strings of text to identify the element for scripting purposes, select the Return HTML instead of text value (for scripting) check box.
  4. Click and hold the click on the Finder Tool button. Drag the cursor from the button to the element in the application you want to map a Keyword Type. The Value:, Type:, and ID: fields will populate if information is available. The More Info… button will become enabled when no ID exists and/or when multiple occurrences of an ID exist in a table element. The More Info… button opens the HTML Table Element dialog box. For more information on this dialog box, see HTML Table Element Dialog Box.
    Note:

    If you are mapping hidden HTML elements, you must enter the Value of the element and press Tab in order to map the element.

    When using the Finder Tool, also note the following:

    • You can manually enter values, but the Finder Tool can more easily and quickly provide accurate results.
    • If you have difficulty selecting values in Chrome, do one of the following:
      • Drag the cursor from the button to the corner of the value you want to select rather than directly on top of the value.
      • If the HTML line-of-business source code contains table structures with values placed within <td> tags, edit the source code to wrap these values in <div> tags inside the <td> tags (for example, <td><div>value</div></td>).
  5. Select the Use selected frame check box if the keyword occurrence setting should be based on the selected frame rather than the whole HTML document. This option is helpful when an application dynamically orders tables that contain enabled information.
    Note:

    When you reconfigure keywords, the occurrence does not change if you deselect/select this check box. You may need to remap the keyword, or manually change the occurrence.

  6. Select the Required keyword check box option if you want to make the keyword required for Application Enabler actions.
  7. If you want to configure stripping and parsing settings, configure them on the Strip and Parse tabs discussed in Character Stripping and Parsing. If you want to append a specific prefix and suffix to scraped Keyword Values for the selected Keyword Type, configure them on the Append tab discussed below. When you are done configuring the keyword settings, click OK. The Keyword Types Configuration dialog box will display.
  8. Repeat steps 1- 7 for each element you need to configure.
    Note:

    Multiple IDs can be associated with a single keyword type. When a new ID is associated with a keyword that already is associated with an ID, the keyword name is followed by an incremental number in parenthesis to distinguish between the different associated IDs. Multiple occurrences of IDs can be associated with keywords. Example: The second association of the Vendor Name Keyword Type with an ID results in a Keyword Type name of Vendor Name (01). The third association results in a Keyword Type name of Vendor Name (02).

    Note:

    WorkView attributes, Unity Form fields, and module-specific Keyword Types can only be mapped to a field once.

  9. Click Next.