Modifying E-Form and Unity Form Read-Only State Level - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Integration for Epic

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

The OnBase Web Viewer, by default, displays E-Forms and Unity Forms in a read-only state. Users can retrieve these forms from within Epic, but cannot edit them. However, you can modify the read-only state of these forms to edit them in the OnBase Web Viewer.

To modify the read-only state of forms in the OnBase Web Viewer:

  1. Locate the web.config file. In a default installation, this is located at C:/inetpub/wwwroot/AppNet.
  2. Open the web.config file in a plain-text editor, such as Notepad.
    Note:

    The *.config file should only be edited in a plain-text editor, such as Notepad, or a utility specifically designed to edit XML files. It should not be edited in a binary editor, such as Microsoft Word. Using a binary editor can introduce invalid characters to the file and make it unreadable by the software.

  3. Locate the <readonlyHTMLForms> element under <Hyland.Web.HealthcareWebViewer>.
  4. Within the <readonlyHTMLForms> element, modify the value attribute to be one of the following:

    Value

    Description

    all

    All E-Forms are viewed in the OnBase Web Viewer in a read-only state. Users can retrieve these forms from within Epic, but cannot edit them.

    medical

    All E-Forms configured as a Medical Document Type are viewed in the OnBase Web Viewer in a read-only state. Users can retrieve forms imported to a Medical Document Type within Epic, but cannot edit them. All other forms not classified as a Medical Document Type can be edited in the OnBase Web Viewer.

    none

    All E-Forms can be retrieved from Epic and edited in the OnBase Web Viewer.

  5. Locate the <readonlyUnityForms> element under <Hyland.Web.HealthcareWebViewer>.
  6. Within the <readonlyUnityForms> element, modify the value attribute to be one of the following:

    Value

    Description

    all

    All Unity forms are viewed in the OnBase Web Viewer in a read-only state. Users can retrieve these forms from within Epic, but cannot edit them.

    medical

    All Unity forms configured as a Medical Document Type are viewed in the OnBase Web Viewer in a read-only state. Users can retrieve forms imported to a Medical Document Type within Epic, but cannot edit them. All other forms not classified as a Medical Document Type can be edited in the OnBase Web Viewer.

    none

    All Unity forms can be retrieved from Epic and edited in the OnBase Web Viewer.

  7. Save and close the web.config file.
  8. Recycle the application pool of the OnBase Web Viewer for these changes to take effect.