OnBase Technical Forum

Can we configure autoname to use rules?

I'd like to autoname documents using a keyword, but if that keyword is blank for the autoname to use a secondary keyword.The scenario is this: Project vs Quotation documents. Doc types have both "Project Number" and "Quotation" keyword fields. I'd li...

Reindexing a document without the required keyword(s)

Hi there - I have a question that is a little funky:*I'm trying to move documents from an old document repository to Director. *From the old doc repository, we've created DIPs that hold multiple different doctypes *In director, each of these...

Adding Retrieve By Document Handle to Toolbar in Unity

Hello all,Longtime listener, first time caller.Wondering if it is a configuration setting or user privilege to allow users to view the 'Document Handle' retrieval button from the Documents group on the Unity toolbar. I've been poking around trying to...

Updating Document Date via Unity API

Is there a way to update the document date for an already existing document using the Unity API? I looked through the SDK and could not find a way and when I tried using the .DocumentDate property of the document but this appers to be read-only. I ...

Script to update a keyword based on number of times viewed

We have documents in a workflow queue that need to be verified after indexing, but only if they have not been viewed more than twice. The premise is that if they have been looked at and they were wrong, then someone would have corrected it.We have t...

Date keyword - jump to next part of date when / or - is entered

When searching for a doc, I need to enter the complete date "07012014" in the date keyword. How do I set it so I can enter "7/1/14" or "7-1-14" to fill in the date? I know this can be done, just not sure how. Much Thanks, Melissa

Indexing documents based on the filename.

I have several PDF tickets that are created each day that I am unable to grab any information off of using the PDF Cold Processing. The file name actually has the ticket number in it, Tk.624199.1406999106.D01.pdf with the number being 624199. Is th...

Email Notifications from OBOL

We have one of our OBOL customers sending out email notifications via workflow. For the most part the notifications go out no problems. But we have noticed that most of the emails going to an address like bellsouth.net do not get delivered. After ...

Parameterized Unity Scripts

I need to write a Unity Script with multiple actions that will be called from workflow.Like if true in a queue then do one thing but if false do something else. It seems to me the only way to do this is to write multiple unity scripts.Is that true?Ca...

9.2 OnBase - Inactive Users are displayed as Active sessions in web client admin - users

In the web client - admin - users - active sessions, we have seen users listed that show them as active for 100+ hours, for example.Users do not remain logged in/active in the system for over 4 hours, typically.Some users may exit out of OnBase when ...

Hyland

Forum Posts

Can we configure autoname to use rules?

Reindexing a document without the required keyword(s)

Adding Retrieve By Document Handle to Toolbar in Unity

Updating Document Date via Unity API

Script to update a keyword based on number of times viewed

Date keyword - jump to next part of date when / or - is entered

Indexing documents based on the filename.

Email Notifications from OBOL

Parameterized Unity Scripts

9.2 OnBase - Inactive Users are displayed as Active sessions in web client admin - users

Issue Adding Reference to Unity Script

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User assigment in unity life cycles

Read only field in workview with unityscript

Total number of user accounts in Perceptive Conten...

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OnBase 24 and WCAG 2.1 improvements