Configuring Keyword Mapping - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Document Composition

Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

A Placeholder value can be used as a Keyword value on documents composed from a template by using Keyword Mapping.

The Keyword Mapping dialog box is accessed through the Setup button or the Output hyperlink on the Placeholder Settings pane of a selected Placeholder.

To configure case correction:

  1. On the Keyword Mapping dialog box, select one of the following options:

    Option

    Description

    Enable

    Click to assign the Placeholder value as a Keyword Value on the composed document.

    Select a Document Type from the Filter by Document Type drop-down list.

    Select a Keyword Type from the Keyword Type drop-down list.

    CAUTION:

    When mapping to a Keyword Type, ensure the configured data type and maximum length of the Keyword Type can accommodate incoming values. Values that do not match the data type of the Keyword Type are not added to the document. Values exceeding the maximum number of allowed characters are truncated.

    Disable

    Click if you do not want to assign the Placeholder value as a Keyword Value on the composed document.

    CAUTION:

    It is strongly recommended you do not map a value to a Keyword Type that is part of a Multi-Instance Keyword Type Group, especially when the import dialog is disabled for the template you are configuring. When mapping a value to a Keyword Type that is part of a Multi-Instance Keyword Type Group, and that Multi-Instance Keyword Type Group is contained in the Document Type used to archive composed documents, a separate instance of the Multi-Instance Keyword Type Group is created to contain the value when a document is composed (i.e., the value is not included as part of the initial Multi-Instance Keyword Type Group on the document).

    Note:

    Multiple instances of a single Keyword Type will be displayed in the Import pane. If these are duplicate instances, then only a single instance will be saved on the composed document. If the instances differ, both instances will be saved. If a template is configured to Inherit Keywords from Source Document when possible, and another Keyword Value is mapped to the same Keyword Type, both Keyword Values will be displayed in the Import pane.

  2. Click Finish.
  3. Click Save Template.