The following information may be useful when using Keyword Types in conjunction with Auto-Name strings:
-
The Keyword Types that appear in the Keyword Type drop-down list are the Keyword Types that were assigned in the Keyword Type Selection dialog box.
-
To add a Keyword Type to the Auto-Name string, select a Keyword Type from the Keyword Type drop-down list and, wherever your cursor is positioned, it will automatically be added into the Auto-Name field.
-
If a Date or Date & Time Keyword is in the Auto-Name string, the Keyword Value can be dynamically displayed according to a workstation's Regional Settings by selecting the Real-Time entry of the Keyword Type from the Keyword Type drop-down list. For example, a user in the United Kingdom might then see a different Auto-Name string than a user in the United States. If you select a Date or Date & Time Keyword entry that is not the Real-Time entry, the entry is displayed according to the Regional Settings of the workstation on which the document was indexed or re-indexed.
Tip:Using Real-Time entries may be helpful for users located in different parts of the world. This way, they are able to see the Date and Date & Time Keywords in a format familiar to them.
-
If you add an encrypted Keyword Type to the Auto-Name string, this Keyword Type will always display with a mask, even to users in User Groups with the Access Encrypted Keywords privilege.
-
If you have multiple values for a Keyword Type, you can add multiple Keyword Values to the Auto-Name string. Enter the number of values for a Keyword Type in the Repeat field and select the Keyword Type from the Keyword Type drop-down list. When a Document Type is configured to display multiple values for a Keyword Type in the Auto-Name string, multiple Keyword Values are separated by a dash when the Auto-Name string is displayed.
Note:It is not recommended you repeat a Keyword Type that is part of a Multi-Instance Keyword Type Group that allows null values. The Auto-Name string may not display as expected, because null values do not display in Auto-Name strings. The Auto-Name string displays the first valid value it finds for each Keyword Type.
For example, you may want to repeat a Keyword Type in the Auto-Name string for documents related to checking accounts. Checking accounts often have two names assigned to the account, and you may want both names to be displayed in the Document Search Results list.