One or more Cascading Data Sets can be assigned to a Folder Type. To assign a Cascading Data Set to a Folder Type, first configure the Cascading Data Set in OnBase Configuration. You must also assign the Keyword Types in the Cascading Data Set to the Folder Type. Keyword Types that are not already assigned to the Folder Type can be added when you assign the Cascading Data Sets to the Folder Type.
For additional information about Cascading Data Sets and how they are configured, see the Configuring Cascading Data Sets topic in the OnBase Configuration module help.
In Folder Type configuration, arrange the selected Keyword Types in an order that reflects the parent/child relationship of Keyword Types in the Cascading Data Set. For example, if a Cascading Data Set includes Keyword Types for State, County, and City, then place State first, then County, and then City.
From the Keyword Types tab:
-
Click the Cascading Data Sets button. The Cascading Data Sets dialog box is displayed:
-
To check whether all Keyword Types in the Cascading Data Set are assigned to the Folder Type, double-click the Cascading Data Set from the Selected list.
The Cascading Data Set Info dialog box displays an asterisk next to any Keyword Types that are not currently assigned to the Folder Type. In the following example, all Keyword Types have been assigned to the Folder Type:
