If the Folder Type uses a Multi-Instance Keyword Type Group, and Keyword Types in the group assigned on the Dynamic tab, then the selected Document Type(s) must be assigned the same Multi-Instance Keyword Type Group. This configuration is required for a dynamic folder to respect the grouping of assigned Keyword Types.
Consider the following scenario: The Keyword Types ID and Color are assigned to a dynamic Folder Type as a Multi-Instance Keyword Type Group. Both Keyword Types are used for dynamic retrieval. A folder in the OnBase Client has two instances of the Keyword Type Group using the following values:
If the folder's Document Types use the same Multi-Instance Keyword Type Group as the Folder Type, then the folder can contain documents indexed with the following values:
|
Exact Match |
First Instance Match |
Second Instance Match |
|---|---|---|
|
ID: 123 Color: Red |
ID: 123 Color: Red |
ID: 456 Color: Blue |
|
ID: 456 Color: Blue |
If the Document Type is assigned the Keyword Types individually instead of as a Multi-Instance Keyword Type Group, then the folder can contain documents indexed with any combination of values, as long as the values match the folder's.
|
Possible Keyword values for contents that don't use the folder's MITKG: |
||||
|---|---|---|---|---|
|
ID: 123 ID: 456 Color: Red Color: Blue |
ID: 123 Color: Red |
ID: 123 Color: Blue |
ID: 456 Color: Red |
ID: 456 Color: Blue |
The same rule applies when the Document Type is assigned the Keyword Types in a different Multi-Instance Keyword Type Group than the Folder Type's.