User Group Configuration for Indexing Limits - 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

Indexing limits restrict a user's ability to enter Keyword Values for specified Keyword Types during indexing (i.e., when using OnBase Document Imaging).

  1. In the OnBase Configuration module, click Users | User Groups/Rights.
  2. Select the User Group to assign indexing limits to.
  3. Click Indexing Limits. The Index Limit for Group: <User Group Name> dialog box is displayed.
  4. To configure an indexing limit for a Keyword Type, select the Keyword Type from the Keyword Types drop-down on the left.
  5. In the Values field, enter a Keyword Value that a user may enter for the selected Keyword Type (i.e., an equal condition for the Keyword Type).
  6. Click Select. The Indexing Limit (the selected Keyword Type and allowed Keyword Value) is added to the Keyword Types/Values list.
  7. Repeat Steps 4-6 for each indexing limit you want to create.
  8. To delete an indexing limit, select it from the Keyword Types/Values list and click Deselect.
  9. Once all indexing limits have been configured for this User Group, click Close.
    Note:

    Indexing limits are not recommended for floating points.

    Note:

    In numeric fields, a digit with a leading zero is considered different from a digit without a leading zero. For example, 9 is different from 09. In order to allow a user to enter 09 into a numeric field, 09 must be set as the allowable Keyword Value for the indexing limit.