Secondary Keyword Types - AutoFill Keyword Sets - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AutoFill Keyword Sets

Platform
OnBase
Product
AutoFill Keyword Sets
Release
Foundation 22.1
License
Standard
Essential
Premier

The following are considered best practices when configuring secondary Keyword Types in an AutoFill Keyword Set:

  • Configure one secondary Keyword Type in each AutoFill Keyword Set as required at the Document Type level. This way, if the user types a Primary Keyword Value that does not exist in the AutoFill Keyword Set and attempts to index the document without triggering the AutoFill Keyword Set by pressing Tab, they will be prompted that a required Keyword Value is missing.

  • If more than one set of Secondary Keyword Values should be applicable for one Primary Keyword Value, add additional values to the AutoFill Keyword Set in AutoFill Keyword Management rather than using overrides.