After you select the related Document Type, click Common Keyword. The Related Document Query 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.
If all common keywords for the current document contain null values for the common Keyword Types, Workflow will not find any related documents.
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 on the current document, the rule will evaluate true if any related document matches the existing value in the common Keyword Type.
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 one of the 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. If this option is disabled, the related document must match all values for a given Keyword Type if it contains multiple values on a primary document.
Common keywords should be configured for a related document rule. Without common keywords defined, the rule will not evaluate against any documents.
It is not recommended that floating point Keyword Types are used for finding related items.