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Colleen_Alber
Content Contributor
Content Contributor

OnBase Integration for Salesforce v3.0.1

Released July 2023

Corresponds with OnBase Foundation 22.1+

 

THREE NEW FEATURES

  1. Support for AutoFill Keyword Sets: Automate keyword indexing when importing documents

  2. Backup & Restore Tool: Command-line based tool to take a backup of OIFS application data, and restore when needed
    - If OIFS is uninstalled, then all document migration data (not the documents in OnBase) would be lost
    - Tool would restore the state of the OIFS application after the app is re-installed

  3. Import/Export Mappings: Migrate from a dev/test instance of an OIFS setup to a production instance without having to manually re-create the configurations
    Ideal for those with large configurations/mappings inside of Salesforce integrated with an OnBase instance

    - User will be able to select a list of OnBase Mappings which they can export and download as a json file
    - User can import any exported json file (of valid format) and create the required OnBase Mappings

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