Configuring a Document Type to Allow for Two or More Unique Values - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

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

Folder templates can allow for documents of Document Types to be indexed with one value or another value for the same Keyword Type. This means that a document only needs to be indexed with one of the specified values to be displayed within the folder template.

For example, if the AP - Vendor Invoice Document Type includes the Status Keyword Type, and you want the template to display invoices that have a value of either Complete or Partially Complete for the Status Keyword Type, then you would add two entries for the AP - Vendor Invoice Document Type.

For each AP - Vendor Invoice Document Type, you would select the Status Keyword Type; however, you would enter Complete as one of the values and Partially Complete as the other value. This is different than assigning both values to a single entry of the Document Type, which would require the document to be indexed with both values, instead of one or the other.

See the following screen shots for more information on configuring two separate values for a Document Type. Note that these Keyword Type values appear in separate dialog boxes.

AP - Vendor Invoice Configuration #1

AP - Vendor Invoice Configuration #2