Relating Documents by Document Handle with Folders - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Related documents can also be determined by document handle with folders. When configured properly, folders can be used to determine what documents are related to the primary document based on the system Document Handle Keyword Value(s) associated with the primary document. The primary Document Type must have the Document Handle Keyword Type assigned. Document Handle Keyword Values are matched to Document Handles of secondary documents to determine related documents. Also, the Document Handle Keyword Type can be used in conjunction with configuring common keywords to determine related documents. In order for this to be configured successfully, a few configuration steps must be completed.

To query for related documents by their Document Handle when using a Work Folder:

  1. Configure the Document Handle system Keyword Type as a keyword on the Keyword tab of the Folder Type used as a Work Folder.
  2. Configure the Document Handle system Keyword Type as a keyword on your primary document.
  3. A Work Folder must be configured at either the Life Cycle or Queue level.
  4. When you select the primary document from the Inbox all related documents configured for the Work Folder will display along with any documents that have a Document Handle that is entered as a value on the primary document in the configured Document Handle system Keyword Type.

    To query for related documents by their Document Handle when using rules and actions that query for related documents using the relate by Folder Type option:

  5. Configure the Document Handle system Keyword Type as a keyword on the Keyword tab of the Folder Type used as a Work Folder.
  6. Configure the Document Handle system Keyword Type as a keyword on your primary document.
  7. Configure the Folder Type in the Related Document Query window of the rule or action.
  8. When you select the primary document from the Inbox then execute the rule or action all related documents configured for the Folder Type will be queried along with any documents that have a Document Handle that is entered as a value on the Primary document in the configured Document Handle system Keyword Type.
  9. In the core-based interface, if you configure a folder to relate documents by Document Handle and you configure the order of the documents to be determined by Document Type Sequence, since all documents are listed, regardless of their Document Types, the documents are ordered by the Document Type name.