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.
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) |