Auto-Names - System Administration - On-Premises - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

On-Premises System Administration

Platform
OnBase
Product
System Administration - On-Premises
Release
Foundation 22.1
License
Essential
Standard
Premier

The Auto-Name function allows OnBase to give many of the different items (e.g. documents, folders and notes) contained within the system a meaningful name using variables containing data about each specific item and/or static text. The results are documents that are descriptive and easily identifiable from a Document Search Results list, a drop-down list or from a folder tree.

Auto-Name strings are configured in the OnBase Configuration module at the Document Type, Note Type or Folder Type level. Auto-Name strings may also be configured for other items; see the related module's Help for more information.

Auto-Name symbols, the variables used to represent the specific information about each item when configuring the Auto-Name string, can be identified by the % before the symbol. See the section of the OnBase Configuration module Help that deals with each individual item for more information about configuring Auto-Name strings and the specific symbols available for each item.

Note:

Auto-Name strings are limited to 150 characters. The maximum length of the generated Auto-Name varies depending on the OnBase item being named.