Option:Fill Document Handle Keyword(s) - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

This option is not available for life cycles that route WorkView objects.

If you select the Fill Document Handle Keyword(s) check box, the new document and the primary document inherit each other's Keyword Values for the Document Handle Keyword Type. The Document Handle Keyword Type must be assigned to both Document Types involved in the exchange.

This configuration enables the new document, which had no link to the primary document via a common keyword, to become a related document based on the Document Handle Keyword Type when actions and rules are configured to use the Document Handle option to identify related documents. If the primary document already had a Keyword Value in the Document Handle Keyword Type, the Keyword Value of the Document Handle Keyword Type of the new document is added to the primary document as a Document Handle Keyword Value and does not replace the previous value.

Note:

If the primary document belongs to a closed or cutoff Records Management folder, the Document Handle Keyword Value will not be copied from the new document to the primary document.