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

If you check the Fill Document Handle Keyword(s) check box, the new document and the primary document inherit each other's document handle number 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 form, which had no link to the primary document via a common keyword, to become a related document based on the document handle when actions and rules are configured to use the Document Handle option to identify related documents.

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.

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)