11-07-2017 03:16 AM
11-08-2017 06:17 AM
Hello Jamie and thank you for using the OnBase Community,
There is an existing SCR requesting this functionality, if you would like to be added to it please contact your first line of support and request to be added to SCR # 106483.
I cannot speak to what reason this isn't existing functionality, but there is a potential workaround IF your organization utilizes Workflow.
This will take a little configuration but essentially you will create a new "Copy Keyword" action Type.
Step 1 is adding the "Document Handle" System Keyword Type to the Document Type(s) you are using.
Next setup the Keyword Updater Process, and notice that the "Document Handle" System Keyword Type is now available in the drop down list.
Last step is to setup an Action in Workflow to populate that Keyword. In my example below I've configured a new System Task for Document Types.
Set the Action Type for "Copy Keyword" then configure the "Source Keyword" as the ">> Document Handle" and the Destination as the System Keyword Type of "Document Handle".
Test the solution and make sure the action successfully pulls the Document Handle from the Document ID and saves it into the "Document Handle" System Keyword Type.
As you can see below my Example has a Document Handle # of 2830347 but the System Keyword Type of "Document Handle" is blank upon import.
Next I will run the "Populate Doc Handle #" System Task
Notice that the "Document Handle" System Keyword Type is now populated with the value pulled from the Document Handle on the Document.
I hope this helps, and thank you again for using the OnBase Community!
11-08-2017 06:17 AM
Hello Jamie and thank you for using the OnBase Community,
There is an existing SCR requesting this functionality, if you would like to be added to it please contact your first line of support and request to be added to SCR # 106483.
I cannot speak to what reason this isn't existing functionality, but there is a potential workaround IF your organization utilizes Workflow.
This will take a little configuration but essentially you will create a new "Copy Keyword" action Type.
Step 1 is adding the "Document Handle" System Keyword Type to the Document Type(s) you are using.
Next setup the Keyword Updater Process, and notice that the "Document Handle" System Keyword Type is now available in the drop down list.
Last step is to setup an Action in Workflow to populate that Keyword. In my example below I've configured a new System Task for Document Types.
Set the Action Type for "Copy Keyword" then configure the "Source Keyword" as the ">> Document Handle" and the Destination as the System Keyword Type of "Document Handle".
Test the solution and make sure the action successfully pulls the Document Handle from the Document ID and saves it into the "Document Handle" System Keyword Type.
As you can see below my Example has a Document Handle # of 2830347 but the System Keyword Type of "Document Handle" is blank upon import.
Next I will run the "Populate Doc Handle #" System Task
Notice that the "Document Handle" System Keyword Type is now populated with the value pulled from the Document Handle on the Document.
I hope this helps, and thank you again for using the OnBase Community!
11-20-2017 06:05 AM
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