The Options Tab - Keyword Update - English - Foundation 22.1 - OnBase - external

Keyword Update
Platform
OnBase
Product
Keyword Update
Release
Foundation 22.1
License

The Options tab contains settings that specifically affect the documents that are imported as part of the batch.

The following settings are available:

Option

Description

Add Documents to Workflow
Note:

To use this option you must be properly licensed for Workflow.

Place processed documents into a Workflow life cycle associated with the Document Type of the imported documents.

Note:

Documents can only be added to Unity life cycles from the Core-based OnBase Client interface.

When this option is selected, the following options are available:

  • On Commit: Bring documents into a Workflow life cycle when a batch is committed.

    When using the Core-based OnBase Client interface, if one or more documents are not successfully added to a Workflow life cycle, the batch is added to the Committed queue.

    Tip:

    When using the Core-based OnBase Client interface, it is recommended that you always select On Commit.

    When using the classic OnBase Client interface, if one or more documents are not successfully added to a Workflow life cycle, the batch is added to the Incomplete Commit queue.

  • During Processing: Add the documents to a Workflow life cycle as they are processed.

    If errors are encountered while documents are processed, the successful part of the batch is moved to a Workflow life cycle and the unsuccessful part of the batch is moved to the Incomplete Process queue.

CAUTION:

Documents in the Incomplete Process queue can be viewed and retrieved by anyone with access to the queue, even if those users do not normally have rights sufficient to view and retrieve those documents in OnBase.

Auto-Folder Documents

Enables documents to be automatically placed in folders upon processing. Ensure you have Auto-Foldering properly configured before selecting this option. See the Folders module reference guide for more information.

If this option is selected, Auto-Foldering is enabled by default for the process. However, it can still be disabled when a user initiates the process from the OnBase Client by deselecting the Create Auto Folder option.

Accumulate Processing Information

Compiles the Verification Reports for this process in a daily cumulative report. This cumulative report contains information for all processes which have this option selected, and is stored as a text document in the SYS - Verification Reports Document Type.

Extract Index Information

Stores all Keyword Values extracted from the Keyword Update file during processing in a text file. You must also select an index extraction format from the Index Extraction Format drop-down list on the Processing tab.

If there are multiple Keyword Values for one Keyword Type, only the first value listed will be extracted.

To configure an Index Extraction Format, see Configuring Index Extraction.

Store AutoFill Keyword Set Data

Stores Keyword Values from the import file into the associated AutoFill Keyword Set.

If there is already an AutoFill Keyword Set instance containing the Primary Keyword Value from the import file, no new AutoFill Keyword Set instance will be created.