Adding Keyword Type Groups to a Form - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Standard
Premier

To add a Multiple Instance Keyword Type Group to a form:

  1. Select a Keyword Type Group from the Keyword Groups toolbox.
  2. Click in the location on the form where you want to place the control. The Keyword Group Setup screen is displayed.
  3. Click Repeater if you want to place the Keyword Type Group in a repeating section, or click Table to place the Keyword Type Group in a table control.
  4. Click Finish to place the Keyword Type Group on the form template, automatically including all the Keyword Types in the Keyword Type Group.
  5. Click Continue to manually select the Keyword Types that are placed on the form template. The Keyword Selection screen is displayed.
  6. By default, all Keyword Types are in the Selected Keyword Type box. If you do not want a Keyword Type placed in the control, you can select it and click Remove Selected Items. Alternately, you can double-click on a Keyword Type to remove it. Repeat this step for each Keyword Type you would like to remove.
    Note:

    You can select multiple Keyword Types at one time by pressing Ctrl on the keyboard while selecting Keyword Types. You can select a block of Keyword Types at one time by pressing Shift on the keyboard, selecting the first Keyword Type in the list that you want to remove, and then selecting the last Keyword Type in the list that you want to remove.

    If you want to remove all of the Keyword Types from the form, click the Remove All Items button.

    Note:

    You can use the Add Selected Items button to add a Keyword Type from the Available Keyword Types box or click Add All Items to add all of the Keyword Types.

  7. Click Finish.
    Note:

    You can edit the Keyword Types placed in the repeating section/table by clicking the edit button next to the Keywords property.