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Application Enabler

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

Application Enabler's indexing feature allows you to index OnBase documents in the Unity Client directly from the line-of-business application, eliminating the need to key index information into OnBase. Index values are scraped from configured areas on the screen. Screen scraping allows OnBase to collect Keyword Values from the enabled application's configured data capture areas and use the information for indexing purposes. Values scraped are case sensitive. There is no limit to the number of index values that can be scraped from the line-of-business application.

Note: When using Application Enabler to index or re-index onto a Unity Form, values do not appear on the Unity Form template. Values only appear in the Keyword panel of an already-created Unity Form.

Application Enabler's indexing feature can be used to scrape values in to the following areas:

  • The Add/Modify Keywords pane, including the Add/Modify Keywords pane that is displayed in the Document Separation window.

  • The Re-Index pane, including the re-indexing user interaction window that is displayed when executing the Workflow Re-Index Document action.

  • The Document Separation window.

  • The Scanning pane in the Document Imaging module's Batch Indexing layout.

  • The Import pane, including:

    • The indexing user interaction window that is displayed when executing the Workflow Import Document action.

    • The Import pane that is displayed in the Document Separation window.

To use Application Enabler 's indexing feature:

  1. Navigate to the area of the OnBase Unity Client where you will be using Application Enabler indexing. For example, open the Import layout.
  2. Navigate to a screen in the line-of-business application containing data that you will use to index.
  3. Perform the configured mouse/keyboard event on the line-of-business application screen.
    Note:

    When indexing is used in conjunction with AutoFill Keyword Sets, the corresponding Keyword Values are automatically populated in the Unity Client when a primary Keyword Value is entered in the line-of-business application. Depending on your configuration and the area where you are using indexing, you may not be able to expand the AutoFill Keyword Set.

  4. If you are indexing or re-indexing and more than one Document Type is configured for Application Enabler, you may have to select the appropriate Document Type. Depending on your configuration, you may not be prompted to select a Document Type.
  5. Click the appropriate button to index, re-index, or save keyword modifications.