To configure Field Applications:
- Log on to the OnBase Unity Client.
- Click the Briefcase tab.
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To edit an existing Field Application, skip to step 4.
To create a new Field Application, click Create Field Application. Type a name for the Field Application and click OK.
If the new Field Application uses Workflow Queues as a data source, select the Uses Workflow Queues check box.
Note:Auto-feed Workflow queues cannot be used as data sources for Field Applications.
Note:Support for Workflow Queue Field Applications is limited to document-based Workflow Life Cycles and their queues.
Note:WorkView objects can not be added to Workflow Queue Field Applications.
- Click Configuration.
- The Field Application Configuration layout is displayed.
- In the Field Applications pane, select the Field Application to configure settings.
- If you want to narrow the list of Field Applications displayed for selection, in the Find field, enter text that is contained in the name of the Field Application you want to configure.
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When you change a setting, click Save to save configuration changes.
Note:
Configuration changes are effective immediately. Users working offline receive configuration changes during their next synchronization.
The Settings tab contains General, Miscellaneous, and Keyset settings.
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On the Settings tab, In the General settings box, type a name for the Field Application in the Name field.
Note:
This name is limited to 100 characters.
- From the Icon drop-down select box, select an icon for the Field Application.
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In the Miscellaneous settings box, adjust settings for image sync quality and size.
These settings include:
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Down-Sync Image Quality- This setting controls the quality of images used when syncing. A value between 1 and 100 is allowed. When set to 1, the lowest image quality (highest compression) will be used. When set to 100, the maximum image quality (lowest compression) will be used.
Note:The Down-Sync Image Quality setting only affects the copy of the image that is stored in the workstation database. It does not affect the copy of the image that is stored in OnBase.
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Up-Sync Maximum Recommended Image Size- If an image is greater than this size (in bytes), users will be prompted to resize the image before upload by the Resizing Images window.
Note:Images greater than the Up-Sync Maximum Recommended Image Size size can still be uploaded.
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Allow Sync Uncommitted Documents- When selected, the Unity Briefcase synchronizes uncommitted documents (for example, documents that have been scanned in to OnBase, but have yet to be committed).
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In the Keyset settings box, select an AutoFill Keyword Set from the from the Associated Keyset drop-down select box to associate it with the application.
Note:
External AutoFill Keyword Sets are not supported for use with Field Applications, and are not available from the Associated Keyset drop-down list.
- From the Keyset Display Value drop-down list, select a value from the AutoFill Keyword Set to be displayed in the application in the following format: Documents for [Keyset Display Value].
- From the Keyset Query Value drop-down list, select a value from the AutoFill Keyword Set to be used in the query. This value does not need to be the primary Keyword Type in the AutoFill Keyword Set, but should be unique.
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In the Access Restrictions settings box, you can enable the ability to require users to synchronize the field application within a configured number of days. When the configured threshold is met, the field application will be locked until it is synchronized by the user.
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Enable Sync Requirement- When this option is enabled, users must synchronize the folio within a certain number of days. Enabling this option will also enable the fields below.
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Require Sync Within x Days- Enter the number of days before a user will no longer be able to access the field application offline.
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Sync Warning Within x Days- Enter the number of days before a user will be warned that they must synchronize the field application.
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- Select the Synchronization Settings tab. This tab allows you to configure the synchronization settings for the Unity Briefcase. Unity Briefcase users will have access to documents from these Document Types only if they have also been given access to these Document Types through the OnBase Configuration module.
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To filter the documents that will be synchronized based on the age of the document, select Enable default document age
filtering.
- In the Default maximum document age field, specify a number of days from the current date to be used for all Document Types.
- Click Add.
- Select a Document Type from the Document Type drop-down list.
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Select a Keyword Type from the Keyword Type drop-down list.
Note:
The Keyword Type drop-down list is limited to Keyword Types that are part of the AutoFill Keyword Set selected in the Associated Keyset drop-down list and Keyword Types associated with the selected Document Type.
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Specify whether you want to override the Default maximum document age for the selected Document Type by changing the value in the Document Age Filter (days) field. When set to 0, no age restriction is applied.
Note:
You cannot override the Default maximum document age by setting the Document Age Filter (days) to 0.
- Repeat the above steps until you have configured the synchronization settings for all Unity Briefcase Document Types. You cannot configure the same Document Type twice.
If necessary, click the appropriate Remove button to remove assigned settings. -
Select the Import Settings tab. This tab allows you to configure Unity Briefcase import settings. Unity Briefcase users will be able to create new documents of this Document Type and upload these documents to OnBase.
To configure settings:
- Click Add.
- Select a Document Type from the Document Type drop-down list.
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Select one of the following types of documents from the Import Type drop-down list:
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Other- The document is an OLE document.
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E-Forms- The document is an electronic form (E-Form).
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Imaging- The document is an image.
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Forms- The document is a Unity Form. Select a Unity Form from the corresponding drop-down list.
Note:Other types of documents cannot be imported with the Unity Briefcase.
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- Repeat the above steps until you have configured the import settings for all Unity Briefcase Document Types. You cannot configure the same Document Type twice.
If necessary, click the appropriate Remove button to remove assigned settings. -
Select the Keyset Synchronization Settings tab. This tab allows you to configure how often you want to synchronize any AutoFill Keyword Sets for offline use.
Note:
The AutoFill Keyword Set used as the Associated Keyset does not need to be added to the Keyset Synchronization Settings tab. Only secondary AutoFill Keyword Sets that may be required in your solution process should be configured under the Keyset Synchronization Settings tab.
Note:The Associated Keyset only synchronizes the records of the AutoFill Keyword Set identified under Choose items to Synchronize on the Home tab in Unity Briefcase. All records of AutoFill Keyword Sets configured under the Keyset Synchronization Settings tab are synchronized.
To configure settings:
- Click Add.
- Select an AutoFill Keyword Set from the Keyset drop-down list.
- Specify an update frequency (in days) in the Update Frequency (days) field. A value of 0 means that the AutoFill Keyword Set will be refreshed during every synchronization.
- Repeat the above steps until you have configured synchronization settings for all AutoFill Keyword Sets.
If necessary, click the appropriate Remove button to remove assigned settings. -
Select the Workflow Queue Configuration tab. This tab allows you to configure a Field Application to be backed by a Workflow queue.
Note:
This tab is only available if you selected the Uses Workflow Queues check box when creating the Field Application.
To configure settings:
- Click Add.
- Select a Life Cycle from the Life Cycle drop-down list.
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Select a Workflow Queue from the Queue drop-down list.
Note:
The documents that are routed through the selected Workflow queue must contain the keyset query value that is set in the Keyset Settings box for the corresponding Field Application. If the query value is not present on the documents, data is not pulled into the Unity Briefcase after the documents are routed.
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Select the User Groups tab. This tab allows you to assign specific user groups to have access to the Field Application.
To configure settings:
- Select the Apply User Group Security check box.
- Select one or more user groups from the Available User Groups column.
- Click the arrow to add the selected user groups to the Selected User Groups column.
- To add all user groups, click the Add All Items button.