Encompass Duplicate Document Detection - Hyland Integration for Encompass - 22.1 - 22.1 - Ready - Other - external

Hyland Integration for Encompass

Platform
Other
Product
Hyland Integration for Encompass
Release
22.1
License

This script is used to identify attachments from Encompass that have already been archived within OnBase so that no duplicate copies exist. Duplicate documents are detected by executing a keyword custom query for all documents in OnBase with a matching Encompass Attachment ID keyword value. During implementation this keyword type should be added to all document types which may received a document from Encompass.

There are several Configuration Items within this Unity Script that unless specifically changed during the implementation should not need to be updated as part of the implementation.

To view these Configuration Items, complete the following steps:

  1. Log into OnBase Studio.
  2. In the Unity Scripts tab, click Projects.
  3. To open the script, double-click Encompass Duplicate Document Detection.
  4. In the Unity Scripts tab, click Configuration Items.

    Refer to the following table for details associated with the configuration items.

Configuration Item Value Description
Encompass Attachment ID Keyword Encompass Attachment ID This value should match exactly the name of the keyword value used to store the Encompass Attachment ID value.
Encompass Duplicate Document Custom Query Encompass Duplicate Document Detection This value should match exactly the name of the keyword Custom Query with the Encompass Attachment ID keyword as the search keyword.
Encompass Error Reporting Form Document Type Encompass Error Reporting Form This value should match exactly the name of the Unity Form used to holding error messages in the Encompass Integration workflow.