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

The Fill Document Handle Keyword(s) option will add a Document Handle keyword to the primary item containing the Document Handle of the newly created E-Form, and will also add a Document Handle keyword to the newly created E-Form containing the Document Handle of the primary item.

This option enables you to find the newly created E-Form as a related item in subsequent actions and rule using the Document Handle related item option.

The Document Handle Keyword Type must be assigned to both Document Types of the primary item and the new E-Form.

Note:

If the primary item 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 item.

Keyword Handling

The following table describes the behavior for copying a keyword from a primary item to a related item or a new E-Form.

Primary Document

Related Document /New E-Form

Behavior

Keyword

Keyword

Copy

Keyword

Keyword Group

Copy

Keyword

Multi-Instance Keyword Type Group

No action taken

Keyword Group

Keyword

Copy

Keyword Group

Keyword Group

Copy

Keyword Group

Multi-Instance Keyword Type Group

No action taken

Multi -Instance Keyword Type Group

Keyword

No action taken

Multi -Instance Keyword Type Group

Keyword Group

No action taken

Multi -Instance Keyword Type Group

Multi-Instance Keyword Type Group

Only copy if they are the same Multi-Instance Keyword Type Group (means they have the same identification number)