Configuring Keyword Mappings - 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

If a Document Type's configuration has the Inherit Common Keywords option deselected and therefore is not automatically inheriting common Keyword Type/Multi-Instance Keyword Type Group values on the form, you can map Keyword Types/Multi-Instance Keyword Type Groups associated with the attachment's Document Type to Keyword Types/Multi-Instance Keyword Type Groups associated with the form's Document Type.

To configure keyword mappings:

  1. Click the Keyword Mapping link to map Keyword Types. The Keyword Mapping for [Document Type] dialog box is displayed.
  2. Next to the Keyword Type you want to map, click on the <unmapped> link. A dialog box for the Keyword Type is displayed.
  3. Select Keyword Type or Field or Static Value.

    • When the Keyword Type or Field option is selected, the drop-down list is enabled. Select a Keyword Type, the <Attachment Name>, the <Document Handle>, or <none> from the drop-down list.

    • When the Static Value option is selected, enter the static value you would like to map to the Keyword Type.

  4. Click OK. The change to the Keyword Type mapping is displayed in the Keyword Mapping for [Document Type] dialog box.
  5. If the form contains a Multi-Instance Keyword Type Group and you want to map it to the same Multi-Instance Keyword Type Group on the attachment's Document Type, click the unmapped link. The link will update to mapped, indicating the Multi-Instance Keyword Type Group is now mapped.
    Note:

    When a Multi-Instance Keyword Type Group on a form is mapped, all the Keyword Types in it are automatically mapped to the matching Keyword Types in the attachment's Multi-Instance Keyword Type Group. Keyword Types in Multi-Instance Keyword Type Groups cannot be individually mapped.

  6. To map all the Keyword Types that are common between the form and the Document Type, click Map Common. The links next to the Keyword Type names are updated to reflect the changes made by selecting this option.
  7. When the desired Keyword Types/Multi-Instance Keyword Type Groups are mapped, click OK. If any Keyword Type/Multi-Instance Keyword Type Group is left unmapped, it will not map to the form's Document Type.
    Note:

    When Keyword Types/Multi-Instance Keyword Type Groups are mapped from a Document Type to a form, values that are associated with the form are mapped, regardless of whether or not the value is displayed on the form itself. For example, if a Keyword Type exists in the Keywords section of the Toolbox window for the form but does not have a field on the form, the value is still mapped to the new attached documents.