Configuring a Text Cross-Reference - 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

The text cross-reference matches a text value in the body of the current document (that must itself be a text file format) to a document that either contains the same text in its text body or the same text value in one of its Keyword Values.

The text cross-reference was designed for cross-referencing of documents that do not necessarily have common Keyword Types. Since the value used for cross-referencing comes from text in the body of the current document, a direct Keyword Type-to-Keyword Type comparison is not required. Specifically, two variations of text cross-referencing can be configured:

  • Text Cross-References Based on a Text Search

    If this option box is checked, the Keyword Type drop-down will not be available. This variation directs OnBase to search only the body of the text documents configured for retrieval. A variety of character and space stripping options can be applied to the identified, or "clicked" text.

  • Text Cross-References Based on a Keyword Type

    This variation directs OnBase to compare the identified, or "clicked" text against Keyword Values stored for the retrieved documents for the selected Keyword Type.

In either case, a specific portion of text in the body of the current document must be identified, in order to initiate the cross-reference.