When the Do not delete existing values if new values are blank check box is selected, if the primary item does not have a value assigned to a common Keyword Type, the Keyword Type value is not deleted from related item(s).
The Keep existing values for common keywords and Delete existing values for common keywords options are disabled when the action is configured for From Related Item to This Item and documents are related by Folder Type.
See Related Tab for more information.
If the Folder Type method is used, the Keep existing values for common keywords and Delete existing values for common keywords options are not available.
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) |
The following table describes the behavior for deleting a keyword from a related document based on a primary document.
Primary Document |
Related Document |
Behavior |
---|---|---|
Keyword |
Keyword |
Delete |
Keyword |
Keyword Group |
Delete |
Keyword |
Multi -Instance Keyword Type Group |
No action taken |
Keyword Group |
Keyword |
Delete |
Keyword Group |
Keyword Group |
Delete |
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 delete if they are the same Multi -Instance Keyword Type Group (means they have the same identification number) |