Importing Report Results into OnBase - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

A finished report can be imported into OnBase as a new document, or a revision of an existing document. Keyword values may be set using constants or variable values. Finally, there are options that will attach the document to the object in the “static” folder, and/or save the document number in a specified attribute of type Document.

These tags are treated as report settings, so there is no block structure to these. Their values are recorded when the processor encounters them, then are enacted upon when the report completes.

AttachToObject

This allows the final report document to be attached to the source object. This is applicable only if the report has been started with a single object context, for example, from a screen action of type Display Template. It is also only applicable if storing the document in OnBase. <<AttachToObject>> causes the final report to be attached in the “static” folder of the object. An optional document attribute may be provided if you wish to also assign the document's ID directly to that attribute (<<AttachToObject:LastReport>>). Examples:

<<AttachToObject>>

<<AttachToObject:LastReport>>

KeywordValue

Identifies keyword values to assign to the document when importing into OnBase. Each instance of this tag sets a unique instance of the named keyword on the document. Examples:

<<KeywordValue: Description=This is a the description value>>

<<KeywordValue: TOTAL = #InvoiceTotal >>

<<KeywordValue: State = @Vendor.State >>

SaveAsDocumentType ReviseAsDocumentType

Declare the Document Type, by name, under which to import the final report.

ReviseAsDocumentType may only be used in conjunction with an AttachToObject tag that specified a document attribute, which will store the resulting document ID. If revising is desired, the object's current document is retrieved via the specified document attribute. If revisable, the existing document is revised with the current report. Otherwise, a new document is imported and the resulting document handle is stored in document attribute.

Examples:

<<ReviseAsDocumentType: WV - Document Type>>

<<KeywordValue: Name=This is a name keyword>>

<<AttachToObject:LastReport>>

<<SaveAsDocumentType: WV - Document Type>>

<<KeywordValue: Name=This is a name keyword>>