Example of Adding an Instance of a Multi-Instance Keyword Type Group to a Document - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

This example uses a Document Type called AP - Purchase Order. The Multi-Instance Keyword Type Group called Item is applied to AP - Purchase Order. A Multi-Instance Keyword Type Group is preferred in this scenario, because a purchase order is likely to contain more than one item, each requiring a separate group of Keyword Values.

The Item Keyword Type Group is the group of Keyword Values for each item on the purchase order and contains the Keyword Types Item Number, Item Description, Quantity, Amount and Total Amount. The example shown in the screen shot below displays an instance of a Multi-Instance Keyword Type Group for the Yellow Rubber Grip Hammer.

Add/Modify Keywords dialog box with one instance of a Multi-Instance Keyword Type Group displayed.

If you want to record more than one item on an AP - Purchase Order document, you can duplicate the Keyword Type Group to add the additional record to the document. The example shown in the screen shot below displays Keyword Values for two different items contained within the purchase order.

Note:

It is recommended that you index all Keyword Values, even if only one Keyword Value is different between the original Keyword Type Group record and additional records.

Add/Modify Keywords dialog box with two instances of a Multi-Instance Keyword Type Group displayed.