Assigning Default Templates Using Patterns - 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

A default template can be applied to a folder using configured template patterns. A template pattern contains text, Keyword Type variables, or both. Valid patterns match up with one or more existing template names.

Using template patterns requires careful planning and configuration. Before configuring template patterns, ask yourself these questions:

  • Should the default template be applied to a folder based on an existing folder keyword value? If so, ensure the appropriate templates are named in a way that incorporates values from a Keyword Type.

  • Should the default template be applied to a folder based on the user opening the folder? If so, ensure the appropriate templates are assigned the correct User Groups.

  • Should the default template be selected based on both a folder keyword value and the user accessing the folder? If so, ensure the appropriate templates are both named and assigned accordingly.

Once you identify the group of possible default templates for a Folder Type, configure one or more template patterns.

Note:

Template patterns do not require templates to be selected for a Folder Type. In other words, any existing template can be used as possible default templates in this scenario.

To configure template patterns for a Folder Type:

  1. In OnBase Configuration, select Document | Folder Types. The Folder Type configuration dialog box is displayed.
  2. Select the appropriate Folder Type.
  3. Click the Templates tab.
  4. Select the Get template to use from keywords option in the Default Template section.
    Note:

    The Default Template options are disabled for Workflow folders. A default template can only be applied within OnBase Studio. For more information on assigning a default template to a Workflow folder, see the Workflow module reference guide or help file.

  5. Click the Configure button.

    The Template Patterns dialog box is displayed.

  6. Enter a valid pattern in the Pattern field. A valid pattern will match up with one or more existing folder template names. Use the Keyword Type drop-down list, Repeat field, and Space - Space button as needed.

    Element

    Description

    Keyword Type

    Inserts the Keyword Type of the corresponding keyword value included in the template name (if applicable).

    Repeat

    Inserts the number of times a selected Keyword Type should repeat (i.e., if there is more than one consecutive value for a Keyword Type in the template name, the number of values should be entered in this field).

    This value must be entered before selecting the Keyword Type.

    Space - Space

    Inserts a space, hyphen, and another space.

    For example, you have created the CA - Delivered and CA - Canceled templates, where Delivered and Canceled are values of the Status Keyword Type. To include these as possible default templates, you would do the following:

    1. Enter CA in the Pattern field.
    2. Click the Space - Space button.
    3. Select the Status Keyword Type from the Keyword Type drop-down list.
      Note:

      The Pattern field is not case-sensitive; however, all other factors (i.e., spacing, spelling, selected Keyword Type, and Keyword Type repeat) must match the format of at least one template name. Otherwise, the pattern is not able to apply a default template.

  7. Click Add.

    The template pattern is added to the Assigned Patterns list.

  8. Add more patterns as necessary to account for each possible default template for this Folder Type.
  9. Click OK.
  10. From the Folder Type configuration dialog box, click Save.