Option: Document Type - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Select a Document Type from the Related Document Type drop-down list.

Note:

If you do not configure Keyword Types, Workflow will not be able to find related documents.

Common Keyword Types

After you select the related Document Type, click Common Keywords. The Related Document Types dialog box opens. To add Keyword Types to the list, select the Keyword Type in the list and click Add. To remove a Keyword Type from the list, select the keyword and click Remove. The Document Types with these Keyword Types are evaluated when this action executes.

Note:

If all common keywords for the current document contain null values for the common Keyword Types, Workflow will not find any related documents.

Note:

If there is at least one common Keyword Type for the current document that contains a value, but one or more of the other common Keyword Types have null values, all documents of the Document Type assigned that match the keyword values provided will be processed.

The Search Multiple Values Independently optional check box is used for Keyword Types that can have multiple values on the current document. If this check box is enabled, a related document can match any of the multiple values contained for that Keyword Type on the current document (as well as the other common keywords designated) for the rule to succeed. To enable this feature for a common keyword, click the check box to the left of the Keyword Type name after the common keyword(s) have been added.

Tip:

Common keywords should be configured for a related document rule. Without common keywords defined, the rule will not evaluate against any documents.