Using a Tag to Identify a Record Group - Report Mining - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Report Mining

Report Mining
Foundation 23.1

Use a tag if record groups can start on any line within the area, but they start always in the same position relative to a tag.


If the record group is defined with a tag, visual configuration will be unable to calculate the correct line of a primary data column when you map it. If you define a record group with a tag, then you will have to manually modify the primary data column definition. More information is provided in the steps under Record Primary Data Mapping.

  1. Access area configuration as described under Accessing Area Configuration.
  2. With the pointer, highlight the region where the tag could be located. The tag is the point of reference that the process uses to find a record group.
  3. Select Set Tagged Beginning of Record Group from the resulting menu.

    If this option is not available, either the Area Configuration node is not selected in the process tree, or the Record Group is already configured. To remove the configuration, see Deleting Area Configuration Definitions.

  4. With the pointer, highlight the entire tag string. The tag string is the text label that identifies the tag and its location.
  5. Select Set Tag String. The Record Group in the process tree is updated with the new parameters.
  6. Right-click the document and select Clear All Highlights to remove all highlights.
  7. Continue to configure Column Mapping.