Configuring Dynamic Folders for Classes - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

If you want documents to automatically be attached to objects based on keytype map criteria, you must create a folder associated with a class. If a document matches the keytype map criteria associated with a folder, the document will automatically be placed in the appropriate folder on the object's Documents tab/dialog box or embedded within a view.

Example: If you associate a keytype map to a folder that maps a Vendor Name attribute in the Vendors WorkView class to be equal to the Vendor keyword type in the VND-Invoice OnBase document type, every time the attribute and keyword type values match, the matching document will automatically be attached to the matching object.

To configure a dynamic folder for a class:

  1. In the Repositories pane, within the WorkView tab, right-click on the class for which you want to configure a dynamic folder and select New | Folder or click the Folder button on the WorkView ribbon. The Create Folder wizard is displayed.
  2. Enter a Name for the dynamic folder.
  3. Click Next.
  4. Select the type of query.

    The Keyword-Only Query selection allows you to search across document types for all documents that match the selected keytype mapping. See Creating a Keyword-Only Query Folder to configure this type of folder.

    The Document Type Query selection allows you to specify individual Document Types that you want search on and the keytype map you want to associate with the Document Type. Using this option allows you to search specific Document Types, each with specific criteria. See Creating a Document Type Query Folder to configure this type of folder.

    The Fill Folder Via Script selection allows you to fill a dynamic folder with documents when used in conjunction with an OnPopulateDocumentFolder class event. The class event script must have an entry point named IWorkViewPopulateDocumentFolderScript when using a Unity Script. See Creating a Folder Filled Via a Script to configure this type of folder.