Requirements for Description Keyword Type - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Integration for Epic

Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Essential
Premier
Standard

For a document to be indexed with the Document Description value upon import:

  • In the DocType element for the scan button, the epicdescriptionkey must provide the name of a valid OnBase Keyword Type.

  • The mapped OnBase Keyword Type must be assigned to the Document Type of the scanned document.

  • The value provided for the Document Description must be compatible with the data type of the OnBase Keyword Type. If the document cannot be indexed with the provided Document Description value, the value will still be passed to Epic, but the mapped OnBase Keyword Type will be left blank on the document.

  • The value provided for the Document Description must not exceed the configured character limit for the OnBase Keyword Type. If it does, the full value will still be passed to Epic, but the document will be indexed with a truncated value for mapped OnBase Keyword Type.