Overriding the Primary Keyword Value on a Document Containing an AutoFill Keyword Set - Client - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Premier
Standard
Essential

If a document exists in the system and has been indexed using an AutoFill Keyword Set, ensure that you know the outcome of changing (overriding) the value of the Primary Keyword.

  • If you want to change (override) the Primary Keyword Value, but you do not want to change the Secondary Keyword Values, you must do it using Add/Modify Keywords, not Re-Index.

    For more information, see Accessing an Existing Document's Keyword Values.

  • Re-index always respects the values of the AutoFill Keyword set. After you change the Primary Keyword Value, the system will override any Secondary Keyword Values to respect the values of the set for the new Primary Keyword Value. Even if you do not manually trigger the AutoFill after changing the value, it will automatically trigger the associated AutoFill Keyword set upon clicking Index.

  • This is especially crucial if you have two instances of a Multi-Instance Keyword Type Group on a document. For example:

    The document being re-indexed in the dialog box below is associated with two instances of the same Multi-Instance Keyword Type Group using the Account Number Keyword Type as the primary Keyword Type.

    The Primary Keyword Type Value of the second instance Multi-Instance Keyword Type Group has now been replaced with the value of the Primary Keyword Type of the first instance of the Multi-Instance Keyword Type Group.

    Upon clicking Index, the system overwrites the Secondary Keyword Values of the second instance of the Multi-Instance Keyword Type Group with the values associated with the new Primary Keyword Value.

    The system recognizes that both instances of the Multi-Instance Keyword Type Group contain the same values, and one of the instances is removed from the document.

Note:

It is recommended that if you want more than one set of Secondary Keyword Values to be applicable for one Primary Keyword Value, you add additional sets to the AutoFill Keyword Set Type in AutoFill Keyword Management rather than use overrides. Your User Group must have rights to the AutoFill Keyword Set in order to view or modify it in the AutoFill Keyword Set Management.