Configuring Field Order - Physical Records Management - English - Foundation 22.1 - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 22.1
License
CAUTION:

When configuring the Document Fields for your Physical Records Management process format, you should ignore line and forms feeds (if visible) when viewing your sample import file in a text editor, such as Notepad.

Note:

When this option is selected, imported Keyword Values that do not match the configured mask will not be added to the imported document.

  1. At the Physical Records Management Process Configuration dialog box, select the process to be configured and click Field Order.
  2. In the Import Processor Configuration dialog box, select the appropriate Document Type and click Field Configuration.
  3. The Field Configuration dialog box displays a list of all Fields and all available Keyword Types. The Keyword Types available are those assigned to the Document Type selected for this process.
  4. For every Keyword Type, select a Field to which you want to map the Keyword Type.

    • From the drop-down list under the Keyword Type list, select a Keyword Type.

    • From the drop-down list under the Field list, select a Physical Records Management Field.

  5. Click Add to add the mapped Field and Keyword Type to the Field Configuration. Repeat for all Keyword Types available for the process.
  6. To remove mapping from the list, select the mapped Field and Keyword Type from the list and click Remove.
  7. If there are any Keyword Types with a Date or Currency Data Type, they must be properly formatted. Select the mapped Field and Keyword Type from the list and click Format.

    Format the Keyword Type as necessary.

  8. Click Close when finished.