AutoFill Keyword Sets are supported for the Front Office Scanning client.
Depending on your configuration, AutoFill Keyword Sets may be triggered in either of the following scenarios:
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If an AutoFill Keyword Set is assigned to a Document Type available in the Front Office Scanning client and the primary Keyword Value of an AutoFill Keyword Set is provided by the selected Data Set, the AutoFill Keyword Set is triggered when the document is uploaded to OnBase.
Note:In this scenario, the AutoFill Keyword Set is not triggered within the Front Office Scanning client, and users are given no indication that the AutoFill Keyword Set will expand upon upload.
If the primary Keyword Value provided by the selected Data Set is associated with more than one instance of the AutoFill Keyword Set, then only the first available instance is assigned to the document upon upload. Currently, users are not given the opportunity to apply multiple instances of the AutoFill Keyword Set or to select the instance they want to apply to the document.
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If the primary Keyword Value of an AutoFill Keyword Set is entered in a Keyword Type field when manually creating a Data Set in the Front Office Scanning client, the AutoFill Keyword Set is triggered immediately as the secondary Keyword Values are populated in the Selected Data Set window.
Note:This scenario is only possible with Keyword Type level AutoFill Keyword Sets; it is not possible with Document Type level AutoFill Keyword Sets. Furthermore, this scenario is only possible with AutoFill Keyword Sets containing 50 or fewer Keyword Types.
If the primary Keyword Value provided by the selected Data Set is associated with more than one instance of the AutoFill Keyword Set, then the Select Keyset dialog box is displayed, allowing users to select which instance of the autofill they wish to apply to the Data Set. If existing values in the Data Set conflict with any of the secondary values in the AutoFill Keyword Set, then the Autofill Conflict dialog box is displayed, allowing users to either retain or overwrite the existing Data Set values with the values being populated by the autofill.
For more information on AutoFill Keyword Sets, see the AutoFill Keyword Sets module reference guide or help files.