Using a Reverse AutoFill Keyword Set Lookup - 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

A Reverse AutoFill Keyword Set Lookup allows you to search for and select an AutoFill Keyword Set instance while indexing a document. Once selected, the AutoFill Keyword Set is used to populate Keyword Type values on the document.

Note:

Depending on your configuration, for existing Keyword Type values on a document, selecting an AutoFill Keyword Set from a Reverse AutoFill Keyword Set Lookup will either add additional instances of Keyword Types or replace existing Keyword Type values. For more information, contact your system administrator.

To use a Reverse AutoFill Keyword Set Lookup to find an AutoFill Keyword Set:

  1. From the interface you are using to index the document, select a Document Type that has a Reverse AutoFill Keyword Set configured.
    Note:

    Reverse AutoFill Keyword Sets are configured in the Configuration module. For more information, contact your system administrator.

  2. Click the Lookup magnifying glass icon displayed in the Keywords section.
  3. Select the desired lookup if more than one lookup is available.

    The Lookup dialog box is displayed.

    Note:

    For example purposes, this documentation refers to the Lookup dialog box, but the actual title of the dialog box is configured by your OnBase administrator.

  4. In the Search dialog box, enter any known Keyword Values in the Keywords pane and click Find.

    AutoFill Keyword Sets that match the search criteria are displayed in the Results pane.

  5. Select the appropriate AutoFill Keyword Set and click Select.
    Note:

    For example purposes, this documentation refers to the Select button, but the actual name of the button is configured by your OnBase Administrator.

    The Lookup dialog box is closed and the Keywords section of the indexing context is updated with the Keyword Values from the selected AutoFill Keyword Set.