Create New Unity Form - 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

Application Enabler allows you to create forms directly from the line-of-business application, using a Unity Forms template.

To create a new Unity Form:

  1. Navigate to a screen in the line-of-business application containing data that you will use to create a new Unity Form.
  2. Perform the configured mouse/keyboard event on the line-of-business application screen.
  3. If you are not already logged in to OnBase, you are prompted to do so.
  4. The form is displayed. It includes the Keyword Value or Keyword Values from the line-of-business application.
  5. Review the form and add any additional information.
  6. Submit the form to create it in OnBase.

    Using the Create New Unity Form context in Application Enabler, if a scanner is connected to the system and the Unity Form has been configured with an attachment control, documents can be scanned and attached directly to a Unity Form.

    Note:

    For more information about using attachment controls in Unity Forms, see the Unity Forms module reference guide.

    To scan and attach a document to a new Unity Form:

  7. Navigate to a screen in the line-of-business application containing data that you will use to create a new Unity Form.
  8. Perform the configured mouse/keyboard event on the line-of-business application screen.
  9. If you are not already logged in to OnBase, you are prompted to do so.
  10. The form is displayed.
  11. If the Acquire Attachments pane is not expanded, click the expand button or anywhere on the pane header to display the entire pane.
    Note:

    The Unity Form will be read-only while the Acquire Attachment pane is expanded and active.

    If no documents need to be scanned, the Acquire Attachments pane can be minimized and the Unity Form can be filled out as normal.

  12. If there are multiple attachment controls on the Unity Form, select the appropriate attachment control from the Attachment Field drop-down.
  13. If there are multiple Document Types associated with the selected attachment control, select the appropriate Document Type to attach from the Attachment drop-down.
  14. If there are multiple scanning sources available to choose from, select the appropriate scanner from the Source drop-down.
  15. If Show Scanner Setting is selected, depending on the system configuration, after clicking Acquire the scanner's settings may be displayed.
  16. If Show Preview is selected, after clicking Acquire the scanned images are displayed in the Attachment Preview window.
  17. If the images are correct, click Accept. Otherwise, click Cancel to close the window and return to the Unity Form and the Acquire Attachments pane to acquire another document.
  18. Repeat steps 6-11 to scan and attach any additional documents.
  19. Review the form and add any additional information.
  20. Submit the form to create it in OnBase.