Configuring E-Forms for Rejection Reasons - Enterprise Web Access for Document Knowledge Transfer & Compliance - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Enterprise Web Access for Document Knowledge Transfer & Compliance

Platform
OnBase
Product
Enterprise Web Access for Document Knowledge Transfer & Compliance
Release
Foundation 22.1
License
Premier
Standard

If your system is licensed for E-Forms, you can configure E-Forms to record users' reasons for rejecting documents. If your system is licensed for Workflow, rejection E-Forms can be added to Workflow for review.

Note:

Configuration information for E-Forms and Workflow can be found in the respective documentation for these modules.

To capture DKT data on E-Forms, map form fields to DKT properties using the following identifiers:

  • OBDKT_ReadingGroupName

  • OBDKT_ReadingGroupNum

  • OBDKT_UserName

  • OBDKT_UserNum

  • OBDKT_DocumentName

  • OBDKT_DocumentHandle

  • OBDKT_RevisionID

  • OBDKT_RejectionReason

    The OBDKT_RejectionReason field is read by DKT once the form is submitted, and its value is stored as the user's rejection reason. Rejection reasons are truncated to 250 characters.

After you have configured the E-Form, assign the E-Form's Document Type to the Reading Group by selecting it from the drop-down select list in Reading Group Configuration.

Note:

If the user rejects a document for multiple Reading Groups, and each Reading Group is configured to display an E-Form, an E-Form is displayed for each Reading Group. Only one rejection reason (typically the last given) is stored in OnBase.