Relating Message Items 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 message items to documents.

When the Content Type is set to Message Items and the Related Document Type is set to Documents, the wizard prompts you for the Message Item Type.

Message Item Type page of the Portfolio Relation Wizard.

Select the Message Item Type that you want to create a relationship for from the drop-down list. This is the message item type the message belongs to.

When the Content Type is set to Message Items and Related Content Type is set to Documents, the wizard prompts you for how to find related documents.

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

Document Handle

This option causes the system to use the value contained in the Document Handle property as the common denominator between the current and related document. Type the name of the property that contains the ID of the related document in the Property Name field. You must also select the Property Bag that contains the property you want to use from the drop-down list at the bottom of the dialog.

Document Type

This option causes the system to use specified Keyword Values as the common denominator between the current and related document.

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 Add.
    The Relation Mapping dialog box is displayed.
    Relation Mapping dialog box.
  3. Type the name of the property that contains the value of the related document to be mapped to a Keyword Type in the Property Name field.
  4. Select the Keyword Type to be mapped to the selected property name from the Keyword Type drop-down list.
  5. The Search Multiple Values Independently option is used for mapping Keyword Types that can have multiple values on the current item. If this check box is enabled, a relationship can be established for any of the values contained for that Keyword Type on the current item. When this option is selected, there will be an X next to the mapping in the Document Type Mapping field.
  6. Click OK.
  7. Repeat the mapping process for each mapping you want to establish.
  8. Select the Property Bag that contains the property you want to use from the drop-down list at the bottom of the dialog.
  9. Click Next.