Relating Entity Item to Documents - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

The following pertains to relating entity items to documents.

When the Content Type is set to Entity Items, the wizard will prompt with the following screen.

"What is the primary Entity Type of the relation?" page of the Portfolio Relation Wizard.

Select the Entity Type that you want to create a relationship for from the drop-down list. This is the entity type the primary item belongs to.

When the Content Type is set to Entity Items and Related Content Type is set to Documents, the Document ID and Document Type relation options are available:

"How do you want to find related documents?" page of the Portfolio Relation Wizard.

Document ID

Select Document ID if you want to map the value of item selected in the drop-down list to the document's ID.

Document Type

To configure a Document Type relationship:

  1. Select Document Type and select the appropriate Document Type from the drop-down list. This is the Document Type the related document(s) belong to.
  2. Click Keyword Mappings.
    The Mappings dialog box is displayed.
    Mappings dialog box.
  3. Double-click on a Keyword Type you would like to map or select the Keyword Type and click Map.
    The Relation Mapping dialog box is displayed.
    Relation Mapping dialog box.
  4. You can map to a specific Field, Property, or Constant value. Select a Field from the drop-down list or enter a Property or Constant value.
    If you select Property, you can select Use Scoped Property Bag to use a scoped property. A session property persists throughout a user's session. A scoped property persists only for the duration of a task's execution.
  5. Click OK.
  6. Repeat 3 to 5 for each mapping you want to establish.
  7. When finished, click OK.