Creating Generators - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms

Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

Generators can be configured to create specific items and a specific number of items. You can configure multiple generators. To create a generator:

  1. In the Home ribbon, within the Item Generation ribbon group, click Item Generators.
    Note:

    You can locate a specific, existing generator item by entering text that will identify the generator item in the Find field. The generator items displayed will be narrowed down to the generator items that contain the characters entered.

    Note:

    You can modify an existing item generator by selecting it and clicking Modify. To delete an item generator, select it and click Delete. Item generators associated with batches cannot be deleted. You can copy an existing item generator by selecting it and clicking Copy. The Item Generator Wizard is displayed. The copied item generator must have a unique name in order to be created.

  2. Select the Repository from the drop-down list for which you want to create a generator.
  3. Click Add.
  4. Enter the Name and the Description for the generator.
  5. Click Next.
  6. You must decide if you want to generate documents or forms. When generating documents, Document Types that are configured as Image File Form, Text File Format, or Electronic Form Default File Formats can be generated. If a Document Type is selected that does not have one of these file formats configured, the documents will be generated as text documents.

    To generate documents, see Generating Documents.

    To generate forms, see Generating Forms Generating Forms.

    Note:

    Custom Actions are not supported with generated Unity Forms or Image Forms.