10-22-2018 11:33 AM
It's straightforward to link a single database record, say for a purchase order, to many documents.. however, how do I implement One document to many database records? For example, using one Justification document to link to many Requisition IDs?
Thanks,
Andy
10-22-2018 11:51 AM
Hi Andy,
You can index multiple instances of a single Keyword on a Document by double-clicking the label of the Keyword Type while Indexing:
Alternatively, let's say that each Requisition ID belongs to its own Document. You could then look to index the Document Handle of the Justification Document on each of the different records containing a Requisition ID Keyword, as the Document Handle is the unique identifier for a given Document in OnBase.
I hope this helps!
Best,
Joel
10-22-2018 11:51 AM
Hi Andy,
You can index multiple instances of a single Keyword on a Document by double-clicking the label of the Keyword Type while Indexing:
Alternatively, let's say that each Requisition ID belongs to its own Document. You could then look to index the Document Handle of the Justification Document on each of the different records containing a Requisition ID Keyword, as the Document Handle is the unique identifier for a given Document in OnBase.
I hope this helps!
Best,
Joel
10-23-2018 07:29 AM
Perfect! Works both in Thick and Unity clients. I figured out from there that you can retrieve the document, right click on it, click REINDEX and add the ID in the same way.
Thanks,
Andy
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