Rules are criteria that documents must meet to qualify for uploading. Rules let you filter out documents based on Keyword values. You can configure multiple rules. If a document doesn't satisfy all rules, then the document is not uploaded to SharePoint.
- From the Rules drop-down list, select the OnBase Keyword Type that will form the basis for the rule.
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If you selected a numeric column type, select one of the following operators from the second drop-down list:
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= (is equal to)
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<> (does not contain)
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> (is greater than)
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< (is less than)
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>= (is greater than or equal to)
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<= (is less than or equal to)
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In the field provided, type the value in UPPERCASE to complete the rule.
Note:
The Content Connector is case-sensitive, so alphanumeric rule values must be entered in uppercase. If alphanumeric values are entered in lowercase, then documents will not be uploaded for failure to satisfy the rules.
Note:If the OnBase Keyword Type is masked and contains static characters, omit the static characters when you enter the value. For example, if a masked Social Security Number Keyword Type is configured with dashes as static characters, omit the dashes when you enter the Social Security Number in the rule. The number 999-99-9999 would be entered as 999999999.
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Click Add Rule to add the rule. Repeat these steps to add additional rules. To remove a rule, click the Delete Rule button (the X located to the right of the rule).
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The next steps vary depending on whether you are configuring a library or a list.
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If you are configuring a library, see the following topic, Configuring Document Library Options.
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If you are configuring a list, skip to Configuring List Options.
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