Considerations for System Property and Field Source Conversions - 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

If you copy a form template and the target type changes from the original template's form target, system properties and field sources are automatically converted.

When copying a form template from a Workflow form target to a Document form target, the Work Item ID system property will be converted to the Document Handle system property and the Work Item Date system property will be converted to the Document Date system property. When copying from a Document form target to a Workflow form target, The Document Handle system property is converted to the Work Item ID system property and the Document Date system property is converted to the Work Item Date system property.

When copying a form template from a Document form target to a Workflow form target template, if a field or repeating section has a field source of Disk Group (XML), it will be converted to the Temporary field source. When copying a form template from a Workflow form target to a Document form target, if a field or repeating section has a field source of Temporary, it will be converted to the Disk Group (XML) field source.

If you are copying a form template and you change the Document Type associated with the new copy, all of the same Keyword Types /Multi-Instance Keyword Type Groups may not be assigned to the new form template's Document Type. When a field source is a Keyword Type /Multi-Instance Keyword Type Group that does not exist in the Document Type selected, these Keyword Type /Multi-Instance Keyword Type Group fields will be converted to the Temporary field source for Workflow form templates and the Disk Group (XML) field source for Document form templates.

Note:

Auto-increment Keyword Types cannot be converted and will be identified as unsupported controls.