Configuring an Auto Number Keyword Type - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Cloud System Administration

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

Auto Number Keyword Types are created from numeric Keyword Types already existing in the system. Before configuring an Auto Number Keyword Type, create or identify the Keyword Type you would like to use. This Keyword Type must then be part of a Document Type using E-Forms or Unity Forms. All other file types are not supported and may result in unexpected behavior or errors.

Note:

In order to view a hidden Auto Number Keyword Type as part of a Document Type in the Web Client, it needs to be marked as read-only.

To configure an Auto Number Keyword Type:

  1. In the Configuration module, select Keyword | Auto Number Keywords Types.
  2. In the Auto Numbered Keys dialog box, select the counter Keyword Type from the Keyword Type drop-down list.
  3. Type a beginning counter number into the Initial Value field.
    Note:

    The Initial Value field allows up to nine digits.

  4. Click Add to move the Keyword Type and value to the Keyword Type/Current Value list.
    Note:

    To delete an Auto Number Keyword Type, select the Keyword Type in the list and click the Delete button. This will add the Keyword Type back to the Keyword Type drop-down list.

Each time you attempt to create a new E-Form or Unity Form using an Auto Number Keyword Type, the Auto Number Keyword Type value increments by one.