Keyword Types - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Essential
Premier

The following information may be useful when using Keyword Types in conjunction with Auto-Name strings:

  • The Keyword Types listed in the Keyword Type drop-down list are the ones assigned to the Folder Type.

  • To add a Keyword Type to the Auto-Name string, select it from the Keyword Type drop-down list. The Keyword Type symbol is added to the cursor's current position in the Auto-Name field.

  • If a Date or Date & Time Keyword is in the Auto-Name string, the Keyword Value can be dynamically displayed according to a workstation's Regional Settings by selecting the Real-Time entry of the Keyword Type from the Keyword Type drop-down list. For example, a user in the United Kingdom might then see a different Auto-Name string than a user in the United States. If you select a Date or Date & Time Keyword entry that is not the Real-Time entry, the entry is displayed according to the Regional Settings of the workstation on which the folder was indexed or re-indexed.

    Tip:

    Using Real-Time entries may be helpful for users located in different parts of the world. This way, they are able to see the Date and Date & Time Keywords in a format familiar to them.

  • If a Keyword Type has multiple values, multiple Keyword values can be displayed in the Auto-Name string. First type a number in the Repeat field representing the number of times the Keyword Type is repeated. Then, select the Keyword Type from the Keyword Type drop-down list. The Repeat number is displayed last in the Auto-Name string's Keyword Type symbol.

    For example, you may want to repeat a Keyword Type in the Auto-Name string for checking account folders. Checking accounts often have two names on the account, and you may want both names displayed on the folder.