Configuring Blank Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Placeholders/Inserting-Placeholders/Inserting-Blank-Placeholders/Configuring-Blank-Placeholders - 2024-03-25

Document Composition
Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

After a blank Placeholder has been inserted, it can be configured as a Placeholder type.

To configure an existing Unconfigured Placeholder:

  1. On the Placeholder pane, expand Unconfigured and select the Unconfigured Placeholder.
  2. Click Edit.
  3. Click Setup.
  4. The Placeholder Source dialog box is displayed.
  5. Select a Placeholder source.
    Note:

    The Placeholder source of Unconfigured Placeholders cannot be changed once it has been selected. To use a different Placeholder source, insert a new blank Placeholder.

    1. Metadata- Includes Placeholder types Keywords, E-Form Values, Unity Form Values, Properties, and Date/Time. Select from the following:

      • Keywords- Select a Document Type from the Filter by Document Type drop-down list, select a Keyword Type from the Keyword Type drop-down list, and click Continue. For more information, see Configuring Keywords Placeholders Configuring Keywords Placeholders.

      • E-Form Values- Type the E-Form field name in the Enter the E-Form field name field, and click Continue. For more information, see Configuring E-Form Value Placeholders.

      • Unity Form Values- Select a Unity Form from the Filter Unity Forms drop-down list, select a field from the Unity Form Field drop-down list, and click Continue. For more information, see Configuring Unity Forms Placeholders.

        Note:

        If you are not licensed for Unity Forms, only E-Form values are available.

      • Properties- Select to choose Document Property or User Property.

        Document Property- Select a Document Property from the Document Properties drop-down list, and click Continue. For more information, see Configuring Properties Placeholders.

        User Property- Select a User Property from the User Properties drop-down list, and click Continue. For more information, see Configuring Properties Placeholders.

      • Date/Time- Select for Placeholder type Date/Time. For more information, see Configuring Date/Time Placeholders.

    2. External Data Source- Includes Placeholder types XML Query and Database Query. Select from the following:

      • XML Query- Type the XPath in the Enter XPath field, and click Continue. Select an output style. For more information, see Configuring XML Query Placeholders.

      • Database Query- Use the Choose a Query tree structure to select an existing query or click New Query to create a new query, and click Continue. Select an output style. For more information, see Configuring Database Query Placeholders.

    3. User Prompts- Includes Placeholder types HTML Prompt and User Prompt. Select from the following:

      • HTML Prompt- Select an E-Form from the Choose an E-Form drop-down list, type the field name or select a field name from the Enter the Field name drop-down list, and click Continue. For more information, see Configuring HTML Prompt Placeholders.

      • User Prompt- Type the User Prompt text in the Enter the Prompt Question field, and click Continue. For more information, see Configuring User Prompt Placeholders.

    4. Document Composition Types- Includes Placeholder types Advanced Condition and Document Fragment. Select from the following:
    5. WorkView- Includes Placeholder types WorkView Attributes and WorkView Filters. Select from the following:
      Note:

      You must be licensed for WorkView in order to access attributes and filters. The WorkView database tables must have also been created. See the WorkView | Case Manager module reference guide for more information and for information on configuring attributes and filters.

      • WorkView Attribute- Use the tree structure to select an attribute, and click Continue. For more information, see Configuring WorkView Attributes Placeholders.

        Note:

        The Document, Calculated, and Formatted Text WorkView attribute data types are not supported for use with Document Composition.

      • WorkView Filter- Use the tree structure to select a filter. Select Use column names as headers to use the column names of the filter as the table headers of the table created with the placeholder. Select Constrain to parent to limit filter results to return only objects sharing an attribute, property, or relationship with the source object. When this option is not selected, all results from the filter are returned. Click Continue. For more information, see Configuring WorkView Filter Placeholders.

    6. Reporting Dashboards- Includes Placeholder type Reporting Dashboards. Select from the following:
  6. Click Finish.
  7. Click Save Template.