Generating Forms - 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
  1. If you want to generate Unity Forms or Image Forms, click Forms.
  2. Select the Unity Form or Image Form you want to generate from the Form Type drop-down list.
  3. Enter the number of forms you want to generate in the Number of forms to create field.
  4. Click Next.
  5. Click Add. The Keyword Configuration dialog box is displayed.
  6. Select the Keyword Type you would like to map to a value.
    Note:

    If the value configured for the Keyword Type exceeds the configured maximum length for the Keyword Type, the generated value will be truncated when the generator is executed.

    Note:

    If the Keyword Type you selected is configured as a specific currency, you can specify the currency format in the Currency Format drop-down list.

  7. Select the appropriate mapping option:

    Constant Value

    This option allows you to add a constant value that will be added to all generated documents for the selected Keyword Type.

    Increment Range

    This option allows you to enter a Starting Value and a value to increment that number by in the Increment By field. Each generated document keyword value is incremented by the number specified.

    Note:

    If the Keyword Type is configured for masking, the value is limited to nine characters.

    Note:

    This option is not available for currency or date Keyword Types.

    Increment Date Range

    This option allows you to enter a Starting Date and a value to increment that date by in the Increment By (Days) field. Each generated Keyword value is incremented by the number of days specified.

    Random Value Between

    This option allows you to add randomly generated values to the Keyword Type selected for generated documents. Enter the range of values you want the randomly generated values to fall in the fields.

    Note:

    If the Keyword Type is configured for masking, the value is limited to nine characters.

    Note:

    This option is not available for currency or date Keyword Types.

    Random Date Between

    This option allows you to add a random date between the specified range. Select a start and end date for the date range. Select Include Time to include a time.

    Random Value from Data Set

    Select this option to add a random value from the Keyword's configured data set.

    Note:

    This option is only supported for Keywords with data sets configured.

    Add the following prefix

    If you want to add a prefix to the value you configured in one of the above options, select this check box and enter the value you want to use as a prefix.

    Note:

    Leading and trailing spaces are removed from the prefix when it is affixed to the keyword value.

    Note:

    This option is available only when an alphanumeric Keyword Type is selected.

  8. Click OK.
  9. Repeat the steps to add a Keyword Type for each Keyword Type and value combination you want to map.
  10. Click Next.
  11. Click Add.
  12. Select the Field from the drop-down list.
    Note:

    Only fields that are not associated with a Keyword Type are available for selection.

    Note:

    CAPTCHA fields are not available to be added to item generators.

  13. Select the appropriate mapping option:

    Constant Value

    This option allows you to add a constant value that will be added to all generated forms for the selected form field.

    Increment Range

    This option allows you to enter a Starting Value and a value to increment that number by in the Increment By field. Each generated form field value is incremented by the number specified.

    Increment Date Range

    This option allows you to enter a Starting Date and a value to increment that date by in the Increment By (Days) field. Each generated field value is incremented by the number of days specified.

    Random Value Between

    This option allows you to add randomly generated value to the field selected for generated forms. Enter the range of values you want the randomly generated values to fall in the fields.

    Random Date Between

    This option allows you to add a random date between the specified range. Select a start and end date for the date range. Select Include Time to include a time.

    Add the following prefix

    If you want to add a prefix to the value you configured in one of the above options. Select this check box and enter the value you want to use as a prefix.

  14. Click OK.
  15. Repeat the steps to add a field for each field and value combination you want to map.
  16. Click Next.
    Note:

    The following screen is only available if you are licensed for Workflow.

  17. You can determine whether the items that are generated are added to Workflow. The following options are available:

    Do not add the items to Workflow

    If you want to generate items, but you do not want to add them to Workflow life cycles, select this option.

    Add the items to all Life Cycles associated with them

    If you want generated items to be added to all life cycles that the Document Type is associated with, select this option.

    Add the items to the specified Life Cycle

    If you want to select a specific life cycle and queue to add the items to, select this option and select the appropriate life cycle from the first drop-down list and the Queue from the second drop-down list.

    Execute System Work

    If you want to execute system work on the items, select this option.

  18. Click Next.
  19. Determine how the items should be assigned a queue entry date. The following options are available:

    Option

    Description

    Use the current date

    Uses the current date as the entry to queue date.

    Use the following queue entry date

    Select a specific date to use as the entry to queue date.

    Use a random date between two dates

    Uses a random date in a specified date range as the entry to queue date. Select a Start Date and End Date to specify the date range that should be used. The End Date must be after the Start Date.

  20. Click Next.
  21. Click Finish.