Associating XML Style Sheets by Keyword Value - XML Tag Import Processor - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

XML Tag Import Processor

Platform
OnBase
Product
XML Tag Import Processor
Release
Foundation 23.1
License
Standard
Essential
Premier

OnBase can assign a style sheet to your document based on a Keyword Value assigned to the document.

For example, an Accounts Receivable department prints and mails color-coded invoices depending on how past due an invoice is. To enable this, they added a Status Keyword Type with four different possible Keyword Values (e.g., Current, 30 Days Past Due, 60 Past Due, 90 Days Past Due) and configured the Document Type to use a different style sheet depending on the Status Keyword Value. The style sheet assigned to the document controls the color it is printed in.

To associate a style sheet with a document based on a Keyword Value:

  1. From the OnBase Configuration module, click Document | Document Types. The Document Types dialog box is displayed.
  2. Select the Document Type to be configured from the Document Type list and click Settings.
    Tip:

    Use the Document Type Group drop-down to filter the Document Types list to only contain the Document Types associated with the selected Document Type Group.

    The <Document Type Name> Configuration dialog box is displayed.
  3. Select the Keyword-Based XML check box and click Save. The <Document Type Name> Configuration dialog box is closed and you are returned to the Document Types dialog box.
  4. With the Document Type to be configured still selected in the Document Type list, click XML Style Sheet.
    The XML Style Sheet Settings dialog box is displayed.
    Note:

    If the Keyword-Based XML check box was not selected for the Document Type, the XML Style Sheet Settings dialog box does not contain fields for Keyword configuration and the style sheet applied to the document is determined by the Document Type. See Associate XML Style Sheet by Document Type above for more information on how to configure these style sheets.

    A Document Type that is associated with XML documents should have at least one style sheet configured for it. Each style sheet has the ability to associate two .XSL files with it:
    • One used when viewing documents.

    • One used when printing documents.

      Note:

      Depending on your configuration, you may have the option to select an alternate style sheet from an open document.

  5. In the Revision list, select the Document Type's revision number that is to be associated with this style sheet. If revisions are not configured for the Document Type, select 1.
    Tip:

    OnBase allows you to assign different style sheets to different revisions of the document to account for changes in the appearance of the document, such as if a style sheet is modified or updated.

    If a user attempts to view a revision of the Document Type that has not been assigned a style sheet, OnBase uses the style sheet assigned to latest previous revision that was assigned a style sheet.
    For example, if you are viewing the 5th revision of a document, but this revision has not been assigned a style sheet, OnBase will check the 4th revision for a style sheet to use. If the 4th revision is not assigned a style sheet, OnBase will check the 3rd revision, etc. until it finds a revision with an assigned style sheet. If no style sheet is associated with any revision of the Document Type, the raw XML data is displayed.
  6. Using the Keyword Type drop-down, select the Keyword Type that is to control the style sheet that is to be applied to the document.
  7. In the Keyword Value field, enter the Keyword Value that is to be associated with a style sheet.
  8. In the Style Sheet Name field, enter a name for the new style sheet.
  9. Click Create. The XML Style Sheet URL dialog box is displayed.
  10. In the View Style Sheet field, browse to or enter or the full path to the .XSL file that is to be associated with the document when it is viewed. This path must be a UNC or URL to which the user has access from the workstation the document is being viewed from.
  11. In the Print Style Sheet field, browse to or enter the full path of the .XSL file that is to be associated with the document when it is printed. This path must be a UNC or URL to which the user has access from the workstation the document is being viewed from.
  12. Click Save. The XML Style Sheet Settings dialog box is closed.
    The style sheet is added to the XML Style Sheet list in the XML Style Sheet Settings dialog box.
    To disassociate a style sheet with a Document Type, select it in the XML Style Sheet list and click Delete.
  13. Repeat Steps 7-12 for each style sheet you want to configure. You can add as many Keyword Value/style sheet associations as you wish, but they must all be Keyword Values of the same Keyword Type. When configuring style sheets, you can only associate one Keyword Type for each Document Type.
  14. When you are finished configuring style sheets, click Close.