Configuring a Document Type Relationship - Studio - English - Foundation 22.1 - OnBase - external

Studio
Platform
OnBase
Product
Studio
Release
Foundation 22.1
License

To configure a Document Type relationship:

  1. Select Document Type and select the appropriate Document Type from the drop-down list. This is the Document Type the related document(s) belong to.
  2. Click Keyword Mappings. The Mappings dialog box is displayed.
  3. Double-click on a Keyword Type you would like to map or select the Keyword Type and click Map. The Relation Mapping dialog box is displayed.
  4. Select one of the following options to configure a mapping:

    • Keyword Type- Select a Keyword Type from the Keyword Type drop-down list.

    • Property- Enter a property in the Property field. If you select Property, you can select Use Scoped Property Bag to use a scoped property. A session property persists throughout a user's session. A scoped property persists only for the duration of a task's execution.

    • Constant- Enter a value in the Constant field.

  5. Select the Search Multiple Values Independently option if you want to allow the mapped Keyword Type to have multiple values on the current item. If this option is selected, a relationship can be established for any of the values contained for that Keyword Type on the current item. When this option is selected, there will be a check mark next to the mapping in the Mappings dialog box.
  6. Click OK.
  7. Repeat the previous configuration steps for each Keyword Type mapping you want to establish.
  8. When finished, click OK.

When mapping Keyword Types to other Keyword Types, the following applies when using different data types:

Option

Description

Alphanumeric

Data from an alphanumeric Keyword Type can be copied to any other data type as long as the value in the alphanumeric Keyword Type is a valid value for the target Keyword Type.

Numeric (Up to 9 Digits)

Numeric Keyword Types cannot be copied to date or date/time Keyword Types.

When a numeric Keyword Type is copied to a currency Keyword Type, the default currency symbol is used and whole dollar amounts are the assumed value.

Numeric (Up to 20 Digits)

Numeric Keyword Types cannot be copied to date or date/time Keyword Types.

When a numeric Keyword Type is copied to a currency Keyword Type, the default currency symbol is used and whole dollar amounts are the assumed value.

Numeric (Up to 20 Digits) Keyword Types can be copied to Numeric (Up to 9 Digits) Keyword Types if the value does not exceed 9 digits.

Date

Date Keyword Types can be copied to alphanumeric Keyword Types, other date Keyword Types, and date/time Keyword Types.

When copying to a date/time Keyword Type, the default is used for the time portion of the value.

Date & Time

Date/time Keyword Types can be copied to alphanumeric Keyword Types, other date/time Keyword Types, and date Keyword Types.

When copying to a date Keyword Type, the time portion of the value is not copied to or stored in the new Keyword Type.

Currency

Currency Keyword Types can be copied to alphanumeric Keyword Types or other currency Keyword Types.

Floating Point

Floating point Keyword Types can be copied to alphanumeric Keyword Types or other floating point Keyword Types.