Triggering an AutoFill Keyword Set - Institutional Databases - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Institutional Databases

Institutional Databases
Foundation 23.1

In order to trigger the institutional AutoFill Keyword Set, a value must be entered for the primary keyword (in the same manner as a non-institutional autofill). If the AutoFill Keyword Set contains values associated with that primary keyword, they are automatically populated on the document, including the appropriate value for Institution #.

If the primary keyword does not have AutoFill values associated with it, no keywords are populated on the document and all keyword values, including the Institution # keyword value, must be entered manually. An AutoFill Keyword Set also will not update keywords on existing documents in an institutional environment if the primary keyword is a Multi-Instance Keyword Type.


Super Users (who have access to all institutional data) are required to supply both the Institution # and the primary keyword in order for the keyword values to populate.