Index - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

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

This context is maintained for legacy purposes only.

Application Enabler 's indexing features allow you to index OnBase documents 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.

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

  • The Store Document dialog box.

  • The Re-Index Document dialog box.

To use Application Enabler 's indexing feature:

  1. Navigate to the area of OnBase where you will be using Application Enabler indexing. For example, if you are storing a document, select Store Document to open the Store Document dialog box.
  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.
    When indexing is used in conjunction with AutoFill Keyword Sets, the corresponding Keyword Values are automatically populated in OnBase when a primary Keyword Value is entered in the line-of-business application.
  4. If 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.
    Note:

    If values exist for a Keyword Type, the value scraped from the line-of-business application will be appended to the document and it will not replace the current value for the Keyword Type. If you only want the scraped values to be associated with the document, you must manually delete the Keyword Values that you do not want associated with the document.

  5. Click the appropriate button to index or re-index the document.