Selecting Data Sets / Drop Down Lists Options for a Keyword Type - 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 Data Sets / Drop Down Lists section enables the use of drop-down lists and data sets during document searches and indexing.

During document searches, drop-down lists and data sets allow users to quickly select a search value from a list of values. During indexing, drop-down lists and data sets allow users to quickly select an index value from a list of values.

Note:

Data Sets / Drop Down Lists options are unavailable if the Keyword Type's Data Type is Date, Date & Time, Currency, Specific Currency, or Floating Point.

Options

Sub-Options

Description

Use Keyword Data Set

 

A Keyword Data Set limits the values that appear in a drop-down list to the values included in the set, allows Drop-Down capabilities for Alphanumeric Single Table Keyword Types as well as Keyword Types in Keyword Type Groups, and can be used to provide a limited set of choices for Keyword Value entry – such as States, Months, and other predefined selection criteria for indexing.

Note:

When entering a numeric value for a Data Set, you may only use the negative ( - ) sign before a number.

If this check box is selected, the Data Set button becomes available at the Keyword Type dialog box.

Allow Drop-Down Lists

 

Drop-down lists display all Keyword Values currently associated with the selected Keyword Type, for all Document Types.

For Alphanumeric Single Table Keyword Types that do not use a Data Set, drop-down lists display duplicate values if multiple documents are indexed with the same value. To prevent this behavior, select Only Display Distinct Values.

Note:

If the Keyword Type is in a Keyword Type Group and you want to Allow Drop-Down Lists, Keyword Values must be configured in a Data Set.

 

Descending Lookup

Designates the order for the Keyword Values in the data set drop-down list as descending. If disabled, the list will appear in random order (based on database sorting).

 

Only Display Distinct Values

Prevents duplicate values from displaying in a drop-down list. This option is only available for Alphanumeric Single Table Keyword Types that do not use a Data Set.