Creating Columns - Report Mining - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Report Mining

Platform
OnBase
Product
Report Mining
Release
Foundation 23.1
License
Standard
Essential
Premier

Columns categorize information in the generated output file. Each column assigned to the process becomes a column in the output file.

  1. Expand the process in Visual Report Mining Configuration. To expand the process node, click the plus symbol to the left of its name.
  2. Right-click the Columns node.
  3. Select Add Column. The Column Settings dialog box is displayed.
  4. Type a name for the column header in the field provided. The header is displayed at the top of the column in the output file.
  5. Click Save.
  6. Repeat for each column to include in the output file.
    Tip:

    To rename a column, double-click its name, type the new name, then press ENTER.

  7. The order of the columns in the process tree is the order of the columns in the generated output file. To change the column order:
    1. Under the Columns node, right-click the column to move.
    2. Select Move Column Up or Move Column Down. The column moves up or down in the process tree, depending on your selection.
      Note:

      If this is a new process, proceed to Assigning Document Types.