Configuring Conditions - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Placeholders/Editing-Placeholders/Configuring-Conditions - 2024-03-25

Document Composition
Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

After a Placeholder is created and configured, you can set up a condition to determine the Placeholder value that will be inserted on the document.

For example, a Loans Department handles documents that contain a Status Keyword Type. The two available Keyword Values are Denied or Accepted. When this Keyword Value is indexed, a Keyword Placeholder can be configured to pull the Keyword Values from the source document. You can configure conditions for the Keyword Placeholder based on the Keyword Values. This allows for a value to be inserted into the document, depending on which Keyword Value is found. Templates can also be inserted into the document. You could configure the condition so that when a document contains the Accepted Keyword Value, a congratulatory template would be inserted upon document creation.

To configure a condition for a Placeholder:

  1. From the Placeholder Settings pane, click Conditions.
  2. The Conditions dialog box is displayed:
  3. Click New Condition.
  4. The Condition dialog box is displayed:
  5. Select one of the following options:

    Option

    Description

    Equal to

    Select if the Placeholder value will be equal to a value.

    Click the Value hyperlink to specify a value in the Equal to screen. Values are limited to 127 characters.

    Note:

    If you are configuring a date condition, the date format of the Equal to value must match the date format of the Placeholder.

    Blank

    Select if the Placeholder value will be blank.

    Not equal to any other condition

    Select if the Placeholder value will not be equal to any other condition.
  6. Click Continue.
  7. The Action dialog box is displayed:
  8. Select one of the following options:

    Option

    Description

    Insert a Fragment

    Select to insert a fragment or template.

    Note:

    Placeholders that are formatted to display as bar code images only output the value when inserting a fragment or template. The bar code image is not generated.

    Note:

    Inserting a fragment into itself or any dependent fragments is not supported. For example, fragment "HR - Offer" cannot be inserted into fragment "HR - Offer". Additionally, fragment "HR - Offer" cannot be inserted into fragment "Application Approved" if fragment "Application Approved" is inserted into fragment "HR - Offer".

    Click the Fragment hyperlink to select a fragment or template.

    To filter the list of available fragments and templates, do one or more of the following:

    • Select the template group the template or fragment resides in from the Template Group drop-down list. The list displays only fragments and templates associated with the template group.

    • Type the name of the fragment or template into the Fragment field. The list is filtered as you type.

    Tip:

    You can type any part of the fragment or template name to yield results.

    Select the Match destination style check box if the text in the fragment should match the font, size, and color of the text that is used in the composed document. When the document is composed, the text in the fragment will inherit the characteristics of the character immediately before the Placeholder. If there is not a character immediately before the Placeholder, the text in the fragment will inherit the characteristics of the character immediately following the Placeholder.

    If the Placeholder is inserted in a template's header, it will inherit the default document style. If the template's default style is not the style used in the rest of the template, select the Placeholder and configure it to match the style used in the rest of the template.

    If the Placeholder is inserted at the beginning of the document, it will inherit the default document style. If the template's default style is not the style used in the rest of the template, select the Placeholder and the space immediately following it and configure it to match the style used in the rest of the template.

    Insert another Placeholder's Value

    Select to insert another Placeholder's value.

    Click the Placeholder hyperlink to select a Placeholder.

    Insert Text

    Select to insert text.

    Click the Text hyperlink to specify the text to insert. The text value is limited to 127 characters.

    Do not insert anything

    Select to insert nothing.
  9. If you selected the Insert another Placeholder's Value or Insert Text options, the Assign this Value to a Keyword check box is available. Select this check box to assign the inserted Placeholder or text to a keyword. Click the Keyword hyperlink to select a Keyword Type using the Filter by Document Type and/or Keyword Type drop-down lists.
  10. Click Finish.
  11. The condition is added to the Conditions dialog box.
  12. Repeat steps 3 through 11 to create additional conditions for the Placeholder.

    To edit a condition, select the condition and click Edit Condition.

    To delete a condition, select the condition and click Delete Condition.