Configuring Keyword Type Criteria for a Document Type - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Folders
Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Standard
Essential
Premier

You can configure folder template Document Types to require specific criteria for Keyword Type values. When the template is applied, documents meeting the criteria are displayed; documents that do not meet the criteria are either hidden or displayed after the template documents, depending on template configuration.

Note:

These steps are not necessary if documents of template Document Types should be displayed regardless of Keyword Type values.

To configure Keyword Type criteria for a template Document Type:

  1. From the Assign Document Types to a Folder Template dialog box, select a Document Type from the Selected Document Types list.
  2. Click the Keywords button.

    The Folder Template Document Type Keywords dialog box is displayed.

  3. From the drop-down list, select a Keyword Type to be used in determining whether documents should be displayed.
  4. Select one of the following options:

    Option

    Description

    Empty

    Select to have the template display documents of the selected Document Type only if they are missing a value for the selected Keyword Type. This option helps users identify documents missing values that were unavailable when the documents were initially indexed.

    Note:

    If the Keyword Type is in a Multi-Instance Keyword Type Group, then the template displays documents that are missing a value for the Keyword Type in any instance of the Keyword Type Group.

    Value

    Select to have the template display documents of the selected Document Type only if they have a specific value for the selected Keyword Type. You will provide this value in the next step.
  5. If you selected Value in the previous step, enter the required Keyword Type value. Documents must be indexed with this value to be displayed within the folder template.
  6. Click Select. The Keyword Type and value are added to the Keyword Values list.
    To remove a value from the Keyword Values list, select it and click the Deselect button.
  7. Repeat the process as necessary to add additional Keyword criteria for the Document Type. See the following considerations for adding more than one criterion for the selected Document Type entry:

    • If you configure multiple Keyword Type values for the selected Document Type, the template displays a document of that Document Type only if the document satisfies all criteria in the Keyword Values pane.

    • If you configure multiple values for a Keyword Type, the template displays a document of that Document Type only if that document is indexed with all of the configured values.

    Tip:

    Add more than one entry for the same Document Type when Keyword Type value criteria is required for either one or another value of the same Keyword Type. For more information on this concept, see Configuring a Document Type to Allow for Two or More Unique Values.