Editing Placeholders - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuring-Templates/Placeholders/Editing-Placeholders - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Placeholders that have been created and configured can be edited.

To edit a Placeholder:

  1. If the Placeholder has already been added to the template, click the Placeholder, and skip to step 6.
  2. If the Placeholder has not yet been added to the template, on the Placeholder pane, expand the Placeholder type and select the Placeholder.
  3. Click Edit.
  4. The Placeholder Settings pane is displayed.
  5. To change the name of the Placeholder, click Change and type a new name in the Placeholder Name dialog box.
  6. On the Placeholder Settings pane, click Setup to edit all settings, or click the appropriate hyperlink in the Settings section to edit the following settings:

    Hyperlink

    Description

    XPath

    Click to edit the XPath configured for the Placeholder.

    Style

    Click to edit the way the Placeholder's database query, filter, or XPath query results will be displayed.

    For more information on configuring Placeholder value Style, see step 9 under Creating Placeholders.

    Editable

    Click to edit the restrictions for editing the Placeholder during preview.

    Note:

    The Editable hyperlink is only available when Restrict Edit Preview Settings to Select Placeholder Values is selected on the General Settings dialog box from the Template Options pane.

    Formatting

    Click to edit the Placeholder's formatting.

    See Configuring Display Style for more information on Placeholder formatting.

    Case

    Click to edit the Placeholder's case.

    See Configuring Case Correction for more information on Placeholder case.

    Output

    Click to edit the Placeholder's output.

    See Configuring Keyword Mapping for more information on Placeholder output.
  7. If the Placeholder being edited is an XML Query with the output style Insert the results as a table, the Keygroup Mapping dialog box is displayed. See Configuring Keygroup Mapping Configuring Keygroup Mapping for more information on Keygroup mapping.
  8. Click Finish.
  9. Click Conditions to edit any configured conditions, or create a new condition. See Configuring Conditions for more information on configuring conditions.
  10. Click Save Template.