Starting Folder Has Multi-Instance Keyword Type Groups - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Essential
Standard
Premier

Suppose the starting folder is assigned a Multi-Instance Keyword Type Group, and Keyword Types in this group are configured for retrieving related folders. In this situation, the expected behavior may vary.

  1. If the related folders use the same Multi-Instance Keyword Type Group as the starting folder, then OnBase respects how Keyword Values are grouped on the starting folder.
    For example, suppose the Multi-Instance Keyword Type Group has two Keyword Types: [ Color and Shape ]. If the starting folder is indexed with the values [Red, Circle] and [Blue, Square], then OnBase returns related folders indexed with the values [Red, Circle] or [Blue, Square]. Folders with values of [Red, Square] or [Blue, Circle] are not returned.
  2. If the Keyword Types are assigned individually to the related folders, then OnBase returns folders with any combination of matching values.

    For example, suppose the Multi-Instance Keyword Type Group on the starting folder has two Keyword Types: [ Color and Shape ]. The related folders are assigned the same Keyword Types, but not as a Multi-Instance Keyword Type Group.

    If the starting folder is indexed with the values [Red, Circle] and [Blue, Square], then OnBase returns related folders indexed with any of the following combinations of values:

    • Red, Circle

    • Red, Square

    • Blue, Circle

    • Blue, Square