Generating a CSV File - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Premier
Essential

When generating a CSV file, consider the following:

  • Keyword Values from Multi-Instance Keyword Type Groups are not included in a CSV file.

  • To generate a CSV file, a user must have the View Keywords, Create List Report, and Generate CSV Files privileges.

  • CSV files cannot be generated from Full Text Search result lists.

  • In the generated CSV file, ' is inserted at the beginning of values that begin with =, -, @, or +.

To export the results of a search in a CSV file:

  1. From a Document Search Results list right-click and select Generate CSV File. The Generate CSV File dialog box is displayed.
  2. In the Range section, select one of the following options to specify which documents you want include information for in the CSV file:

    Option

    Description

    All

    Include information for all documents in the document select list.

    Selected Items

    Only include information for the documents you selected.

  3. In the Columns section, select one or more of the following options to specify what information you want to include for each document in the CSV file:

    Option

    Description

    Document Name

    The Auto-Name string of the document.

    Document Date

    The date used by OnBase to identify the document. The document date is assigned to a document during import, and it can be modified after import.

    Date Stored

    The date on which the document was imported into OnBase. This date cannot be modified after import.

    Time Stored

    The time at which the document was imported into OnBase. This time cannot be modified after import.

    Document Type

    The name of the Document Type to which the document belongs.

    Document Handle

    The unique document number assigned to the document when it was imported into OnBase.

    DocPop URL

    The URL used to access the document using DocPop.

    Note:

    The DocPop URL option is displayed only if the user has the Create Integration Hyperlink privilege. See your system administrator if you need this privilege.

  4. In the Keywords section, select one of the following options to specify which Keyword Values to include in the CSV file:

    Option

    Description

    All

    Include all Keyword Values for all documents included in the CSV file.

    Common

    Include only the Keyword Values for the Keyword Types that all the documents included in the CSV file have in common.

    None

    Include no Keyword Values in the CSV file.

  5. In the Save to File field, enter the file name and path where you want to save the CSV file. You can select Browse to navigate to the correct location.
  6. Select Launch Associated Application if you would like to view the CSV file after it is generated. The file will be opened by your default CSV application.
  7. Click Generate. The CSV file is created at the specified location.

    Note the following:

    • The Generate button is not available until a file location is specified.

    • If the CSV file already exists and is currently open, you will be unable to generate the new CSV file. You must close the existing CSV file before you can overwrite it with your newly generated file.