Configuring the Attachment Control - 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

You can configure the attachment control to allow users to attach documents to a form.

Note:

The Attachment Control function allows users to import attachments into the system even if they do not have the Create privilege for the attachment's document type.

Note:

Users cannot upload attachments larger than the configured maxRequestLength setting in the Application Server's web.config file for the Unity Client and the Web Server's web.config file for the Web Client. For more information, see the Application Server or Web Server module reference guide.

To configure the attachment control:

  1. Locate the attachment control from the Toolbox window and place the control on the form.
  2. Select the new attachment control on the form template.The Properties window for the control is displayed when the control is selected.
  3. In the Properties tab, click the edit button next to Configure Attached Documents.

    The Configure Attached Documents dialog box is displayed.

  4. Select a Document Type Group from the Document Type Group drop-down list to narrow the Document Types available.
  5. Select the Document Type from the Document Type drop-down list that the attachment is associated with when it is imported.
  6. Click Add. The Document Type is displayed in the Configure Attached Documents section.
  7. Enter a display name in the Display Name field to display text above the attachment button.
  8. Enter a button label in the Button Label field to display text within the attachment button.
  9. Select Required to require users to attach at least one document of the selected Document Type before submitting the form.
  10. Select Allow Multiple to allow users to attach multiple documents of the selected Document Type before submitting the form.
  11. Select the Allow New File Upload option to upload files from a local directory and have them added to OnBase as new documents and then attached to the form. This option is selected by default.
  12. Select the Inherit Common Keywords option to inherit values from Keyword Types that are associated with both the form and the Document Type to the attached document. This option is selected by default. If this option is deselected, the Keyword Mapping link is displayed next to the option description. For more information on keyword mapping, see Configuring Keyword Mappings.
  13. Select the Allow Existing Document Attachment option to allow existing documents in OnBase to be used as attachments.
  14. Select the Restrict to this Document Type option to only allow existing documents of the attachment's Document Type to be attached. This option is only displayed when the Allow Existing Document Attachment option is selected.

    This option is selected by default. Deselecting this option allows users to attach any documents they have rights to.

    Note:

    At least one option within the Attachment Source Options section must be selected to complete the attachment configuration. If these options are deselected, the Finish button is disabled .

  15. Repeat this process for each Document Type you want to associate with an attachment control.
    Click Remove to remove a Document Type that is configured for an attachment control in the Configure Attached Documents list.
  16. Click Finish.