Creating Rules - Content Connector for Microsoft SharePoint - English - Foundation 22.1 - OnBase - external

Content Connector for Microsoft SharePoint

Platform
OnBase
Product
Content Connector for Microsoft SharePoint
Release
Foundation 22.1
License

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.

  1. From the Rules drop-down list, select the OnBase Keyword Type that will form the basis for the rule.
  2. If you selected a numeric column type, select one of the following operators from the second drop-down list:
    • = (is equal to)

    • <> (does not contain)

    • > (is greater than)

    • < (is less than)

    • >= (is greater than or equal to)

    • <= (is less than or equal to)

  3. 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.

  4. 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).
  5. The next steps vary depending on whether you are configuring a library or a list.