Using a Reverse AutoFill Keyword Set Lookup - AutoFill Keyword Sets - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AutoFill Keyword Sets
Platform
OnBase
Product
AutoFill Keyword Sets
Release
Foundation 24.1
License
Standard
Essential
Premier

To use a Reverse AutoFill Keyword Set Lookup to find an AutoFill Keyword Set:

  1. When importing a document, use the Lookup drop-down list to select the Reverse AutoFill Keyword Set Lookup you want to use to select an AutoFill Keyword Set.
    Note:

    The lookup drop-down list is displayed if a Reverse AutoFill Keyword Set is configured for the selected Document Type or any of the document's Keyword Types.

    In this example, in the Import Document panel, the Keyset Lookup drop-down select list is located below the Document Date, and the Search button is next to the drop-down select list.

    The lookup drop-down list is also available when re-indexing a document from the Re-Index Document dialog box.

    Note:

    If multiple AutoFill Keyword Sets are assigned to the Document Type, more than one Reverse AutoFill Keyword Set Lookup may be available in the lookup drop-down list.

  2. Once a Reverse AutoFill Keyword Set Lookup has been selected from the lookup drop-down list, the Search dialog box is displayed.
    Note:

    For example purposes, this documentation refers to the Search dialog box, but the actual title of the dialog box is configurable and is set by your OnBase administrator.

    Search dialog box with fields for searching by Keywords.
  3. In the Search dialog box, one or more of the AutoFill Keyword Set's Secondary Keyword Types are displayed. Enter any known Keyword Values and click Find.
    Note:

    Reverse AutoFill Keyword Set Lookups work correctly with encrypted Keyword Types as long as the entire secondary value is searched.

    AutoFill Keyword Sets that match the search criteria are displayed.

    Results dialog box listing results of AutoFill Keyword Set search.
  4. Depending on the configuration of the Reverse AutoFill Keyword Set Lookup, you may be able to search, filter, or sort the results to assist you in finding the correct AutoFill Keyword Set.
  5. Once you have identified the correct AutoFill Keyword Set, double-click the selected AutoFill Keyword Set or select it and click the Get Keyset button.
    Note:

    For example purposes, this documentation refers to the Get Keyset button, but the actual name of the button is configurable and is set by your OnBase administrator.

    The Results dialog box is closed and the Import Document or Re-Index Document dialog box is displayed with the Keyword Values from the selected AutoFill Keyword Set displayed.

  6. Depending on your Reverse AutoFill Keyword Set Lookup configuration, a Get Alt. Keyset button may also be displayed that will expand the AutoFill Keyword Set in a different manner. For more information on this option, contact your OnBase administrator.
    Results dialog box with Get Alt Keyset button available.
    Note:

    For example purposes, this documentation refers to the Get Alt. Keyset button, but the actual name of the button is configurable and is set by your OnBase administrator.