Configuring HTML Prompt Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Placeholders/Creating-Placeholders/Configuring-HTML-Prompt-Placeholders - 2024-03-25

Document Composition

Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

In the Create New drop-down list, HTML Prompt inserts a specified value (or multiple values) from an HTML Form. HTML Forms allow end-users to enter information into an HTML Form that will then be transferred into a document, and fill in the HTML Prompt Placeholder on the template.

Before configuring an HTML Prompt Placeholder, ensure:

  • The HTML form template that the HTML form prompt references has been created.

  • Each field on the HTML form template specifies a name attribute in its tag.

    When assigning field name attributes, it is considered a best practice to use an intuitive naming convention. This makes it is easier to select the correct field name when configuring the HTML form prompt. For example, you might assign a field name attribute called TimeOff_StartDate, where TimeOff references the HTML form template, and StartDate references the display name of the field.

    CAUTION:

    Document Composition HTML form prompts do not support OnBase E-Form constructs, such as the use of AutoFill Keyword Set buttons (i.e., OBBtn_KS### or OBBtn_ExpandKS###).

  • The HTML form template was imported into OnBase using the SYS HTML Forms Document Type.

To create an HTML Prompt Placeholder:

  1. From the Create New drop-down list, select HTML Prompt.
  2. The HTML Prompt dialog box is displayed:
  3. From the Choose an E-Form drop-down list, select a pre-configured HTML form.
    Note:

    If there are multiple HTML forms with the same name, the Document Handle will display next to the HTML form name in parentheses.

  4. From the Available Fields list, select the HTML form field from the pre-configured HTML form that will be used for this placeholder. Hold Ctrl to select multiple fields.
    1. To add fields to the Selected Fields list, double-click a single field or click Add Selected Items.

      To add all available fields to the Selected Fields list, click Add All Items.

    2. To remove fields from the Selected Fields list, select a field or hold Ctrl to select multiple fields. Double-click a single field or click Remove Selected Items.

      To remove all available fields from the Selected Fields list, click Remove All Items.

  5. Click OK.
    Note:

    HTML forms should not be configured to use embedded scripting that utilizes XML template groups. Instead, gather the needed data from the HTML form, then use a script Placeholder within Document Composition to submit the request.