Dual AFKWS Keys (cascading ?)

[#1]

I have the following scenario for indexing a specific document type.

1. The paperwork is scanned into OnBase as unindexed.
2. The document is reviewed and assigned a document type
3. The keywords for the document type include (Order #, Customer #, Customer Name, Doctor Name)
4. The Order # is the key for the AFKWS (but is not a required keyword)
5. Sometimes, the only key value on the form is the Customer #

Is it possible to have a secondary AFKWS assigned to the document that works off of Customer #?

Is this a scenario that could be solved using a cascading dataset?

Would custom script handle something like this scenario?

I hope someone out there has tried to tackle something like this before.  Thanks for any input or guidance on where to start1

Regards,
Shane

[#2]

Hello Shane,

You will certainly be able to use Customer # as a keyword to retrieve the documents. You can use the functionality that Reverse AutoFills Keyword Sets. That functionality gives you the ability to use secondary values in an AFKS as primary values.

Functionality is availalbe under OnBase Configuration-->Keyword-->Reverse AutoFills Keyword Sets

Please let us know if you need anything else.

~Riddhi

[#3]

What version of OnBase did this feature become available?

We are currently on OnBase 9.2 (planned upgrade to OnBase 12 early 2013).

Thanks for the very quick feedback,
Shane
Medical Service Company

[Mike_Saville]

Reverse Autofills are available in 9.2.  But you can also have autofills at the keyword leve instead of the document level.  So you can have an autofill set assigned to the Customer# keyword and assign another autofill to the Order# keyword.  Then the user can enter either the order# or customer# keywords and the autofill will populate the available keywords.