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Cascade External Autofill Keyword Sets

Brandon_Hagerty
Champ in-the-making
Champ in-the-making

We are setting up an external autofill.

One of the non primary keywords returned from this autofill is the primary on the secondary external autofill.

Is there any way to cascade these lookups?

Each of these lookups are a unity script, so we cannot join the data within the database.

1 ACCEPTED ANSWER

Bryan_Hurless
Star Contributor
Star Contributor

Hello Brandon and thank you for using the OnBase Community!

This is possible as long as both of the AutoFill Keyword sets are configured at the Keyword Level and as long as the last secondary Key in the first AutoFill Keyword set is the Primary Key for the second AutoFill Keyword Set.

Remove any AutoFill Keyword Settings already configured at the Document Type level.

Then open the Keyword Type Configuration dialog and select the Primary Key for the first AutoFill Keyword Set.

Expand the AutoFill Keyword Set drop down list and select the appropriate AutoFill Keyword Set.

Next select the Secondary Key that is the Primary Keyset for the second AutoFill Keyword Set.  Expand the "AutoFill Keyword Set" drop down list and select the second AutoFill Keyword Set.

Re-launch the Client (An Application Server reset will be necessary before changes are seen in the Core Clients).

Select the Document Type and expand the first Primary as usual, tab down to the second Primary field and tab to the next Keyword.

[View:/community/cfs-file/__key/communityserver-discussions-components-files/10788/External-Cascading-AFKS-Expansion.mp4:320:240]

I hope this helped!

Thanks again for using the OnBase Community!

View answer in original post

1 REPLY 1

Bryan_Hurless
Star Contributor
Star Contributor

Hello Brandon and thank you for using the OnBase Community!

This is possible as long as both of the AutoFill Keyword sets are configured at the Keyword Level and as long as the last secondary Key in the first AutoFill Keyword set is the Primary Key for the second AutoFill Keyword Set.

Remove any AutoFill Keyword Settings already configured at the Document Type level.

Then open the Keyword Type Configuration dialog and select the Primary Key for the first AutoFill Keyword Set.

Expand the AutoFill Keyword Set drop down list and select the appropriate AutoFill Keyword Set.

Next select the Secondary Key that is the Primary Keyset for the second AutoFill Keyword Set.  Expand the "AutoFill Keyword Set" drop down list and select the second AutoFill Keyword Set.

Re-launch the Client (An Application Server reset will be necessary before changes are seen in the Core Clients).

Select the Document Type and expand the first Primary as usual, tab down to the second Primary field and tab to the next Keyword.

[View:/community/cfs-file/__key/communityserver-discussions-components-files/10788/External-Cascading-AFKS-Expansion.mp4:320:240]

I hope this helped!

Thanks again for using the OnBase Community!