Auto Naming in Onbase configurator

[Praveen_Ramired]

Hi Everyone,

Can someone please let me know on how to create a auto name in configurator for a doc type with an example?Thanks in Advance.

Thanks

Praveen

[Joe_Lane]

Hi Praveen,

To create a custom Auto-Name string for a Document Type, you want to go to Configuration | Document | Document Types | <Select Document Type> | Auto-Name.

As an example, suppose the following:

1. There is an Invoice document in OnBase with a value for Description of Test Invoice that was imported today.
2. The Auto-Name string for the Document Type of this invoice, AP - Invoices, is %N - %D2 - Description: %K00001.1.

When you retrieve that document in OnBase, the Auto-Name string you see will be AP - Invoices - 8/2/2017 - Description: Test Invoice.

There is more documentation available for this in the System Administration MRG.

Regards,

Joe Lane
Tech Support
Hyland