Multiple Instances of an AutoFill Keyword Set with the Same Primary Keyword Value - Intelligent Capture for AP - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Intelligent Capture for AP

Platform
OnBase
Product
Intelligent Capture for AP
Release
Foundation 23.1
License

If Intelligent Capture for AP identifies a Keyword Value that is the primary Keyword Value for an AutoFill Keyword Set, be aware that if multiple instances of the AutoFill Keyword Set exist with the same primary Keyword Value, then all instances of the AutoFill Keyword Set associated with this primary Keyword Value are assigned to the document.

Note:

The Expand All Matching Instances configuration option for the AutoFill Keyword Set, which normally controls this behavior, is not respected for batches that undergo ICAP processing.

If Intelligent Capture for AP identifies a Keyword Value that is the primary Keyword Value for an AutoFill Keyword Set, be aware that if multiple instances of the AutoFill Keyword Set exist with the same primary Keyword Value, then the behavior of the AutoFill Keyword Set depends on how it was configured:

  • If the Expand All Matching Instances option was not selected for the AutoFill Keyword Set, the batch is routed for index verification so that you can select the instance, or instances, of the AutoFill Keyword Set to assign to the document. This is the default behavior.

  • If the Expand All Matching Instances option was selected for the AutoFill Keyword Set, all instances of the AutoFill Keyword Set are assigned to the document.