Assigning and Managing Keyword Types in a Keyword Type Group - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration
Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 23.1
License
Standard
Essential
Premier

Keyword Types may be assigned to a Keyword Type Group when it is created, and assigned Keyword Types may be edited from the Keyword Type Group's page.

While on a Keyword Type Group's page, currently assigned Keyword Types are listed under the Keyword Types heading.

To edit a Keyword Type Group's assigned Keyword Types in the OnBase Administration Portal:

  1. Select the Keyword Type Group from the Keyword Type Groups page.

    The Keyword Type Group's page is displayed.

  2. Near the Keyword Types heading, click Manage.

    The Manage Keyword Types dialog box is displayed.

  3. In the Keyword Types table, click a Keyword Type to assign that Keyword Type to the Keyword Type Group or click Select All to assign all Keyword Types to the Keyword Type Group. Assigned Keyword Types are displayed in the Assigned table.

    You may also filter the list of Keyword Types by entering text in the Search Keyword Types field. Using the Select All option after filtering the list of available Keyword Types allows you to assign multiple Keyword Types to the Keyword Type Group at once.

  4. To remove an assigned Keyword Type from the Keyword Type Group, click a Keyword Type listed in the Assigned table. To remove all assigned Keyword Types from the Keyword Type Group, click Unselect All.
  5. To reorder how a Keyword Type is displayed in the Assigned table, click the Sort symbol () to the left of its name and drag the item up or down the list.
  6. Click OK.

    The Keyword Types list on the Keyword Type Group's page updates to reflect the new Keyword Type assignment.

  7. Click Save to save your changes to the Keyword Type Group.