You can configure a Placeholder that extracts a value from a Unity Form stored in OnBase. When the document is created, the value in the specified Unity Form field is used.
Note:
You must be licensed for Unity Forms to use a Unity Form field value for a Placeholder.
To create a Unity Form Value Placeholder:
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The Unity Forms dialog box is displayed:
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From the Available Fields list, select the field from which you want to import a value or hold Ctrl to select multiple fields.
Note:
Not all Unity Form fields are supported with Placeholders. Supported field types include calculated fields and fields with the following data types: currency, date, date/time, numeric (up to 9 digits), numeric (up to 20 digits), alphanumeric, and text.
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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.
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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.
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To add fields to the Selected Fields list, double-click a single field or click Add Selected Items.