03-28-2014 11:31 AM
I have an AFKS set up for a case file tracking, similiar to this
CASENumber
ChildName
Child SS
You type in the Case number you get the Child information. However it is possible for the Case to have more than one child. I know that by hitting f6, I can add another Keyword field, but is there any way to make it fill in on it's own?
So if I query CaseNumber 1111 and get back Child1, 111-11-1111 and also Child2, 222-22-2222, can I have it apply both if I want both?
03-28-2014 12:07 PM
You can use the "Allow Multiplt AutoFill Keyword Set Selection" or "Expand All Matching Instances" settings in the AFKS configuration to support this functionality. Based on your use case, I believe that you would want to use the "Expand All Matching Instances" option to automatically fill in the additional values. You can access these settings in the OnBase Configuration Module through the Keyword | AutoFill Keyword Sets | Settings menu:
03-28-2014 12:24 PM
This does almost what I want, thank you for the information. Let me expand a little on my index fields. So I have this:
CaseNumber
ChildFirstName
Child LastName
Child SSNumber
and when I'm using the Expand All Matching Instances, my results are filling in like this
1ChildFirstName
2ChildFirstName
1ChildLastName
2ChildLastName
1ChildSSNumber
2ChildSSNumber
Is there any way to keep the information together, so it would look like this instead
1ChildFirstName
1ChildLastName
1ChildSSNumber
2ChildFirstName
2ChildLastName
2ChildSSNumber
03-28-2014 01:53 PM
You would need to create a multi-instance keywords group with the keywords Child First Name, Child Last Name, and Child SSN. That way all the keywords would be "grouped" together and when you do a manual F6, it will create all 3 keywords at the same time for you to fill in and should populate with the autofill.
03-31-2014 10:53 AM
Thanks so much
Find what you came for
We want to make your experience in Hyland Connect as valuable as possible, so we put together some helpful links.