When you move a folder, you may want to update its contents' Keyword values to match those on the new parent folder. For example, in a Human Resources environment, moving an employee's files from a Temporary folder to a Full-Time folder represents a change in status for that employee. In this case, OnBase can update the employment status on all of the employee's files.
OnBase uses the following rules when updating values on a moved folder and its contents:
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If the new parent folder has a different Folder Type than the original parent folder, then no Keyword Values are updated.
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If the original parent folder and the new parent folder are based on the same Folder Type, then OnBase updates the values of Keyword Types configured as “common parent Keyword Types” on the moved folder and its contents.
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If either the moved folder or the new parent folder have multiple or blank Keyword Values for any of the common Keyword Types, then no Keyword Values are updated. If contents won't be updated, OnBase displays a notification and requests confirmation to move the folder.
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If the moved folder and its contents have different values for a common Keyword Type, then that Keyword Type is not updated on child folders and documents. This rule prevents the improper updating of values when the contents should have different values than the moved folder.
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Keyword values are updated on documents and folders regardless of the user's Keyword privileges on the documents and folders.
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Keyword changes are logged. To view changes, right-click the affected document or folder, and then select History.