Keyword Validation Based on Another Keyword Value (i.e. alternative to Cascading Data Set)

[Scott_Weaver]

We are looking to limit the values a user can select in a given keyword (Policy Number) based off a value they select in a different keyword (Account Number). In other words, we want the user to only be able to select policy numbers that are associated with the specific account they have already selected. As we understand it, this is exactly what a cascading data set does, however there is no way to systematically keep the data set current. The only option is to manually update the cascading data set in the configuration client. Is there a way to utilize an external validation on a keyword? How are others ensuring data integrity in this type of scenario?

[Stefan_Sulea]

On External Data Sets used on Unity Forms, you can use a Unity Script as the data source. In this script you have access to the keyword values on the form, and thus can adapt the result list accordingly. Afaik this works only under Unity Forms; check out "Working with External Keyword Data Sets" in the SDK 9sdk.onbase.com) for code examples.

[Scott_Weaver]

Thanks Stefan. How about when just adding or reindexing a document? We have users who are adding correspondence to the system and have to populate those two fields (Account and Policy Number). We want to ensure the correspondence gets in the right policy file, so we are looking for this to work on indexing/reindexing of documents as well.

[Stefan_Sulea]

I have studied this topic very recently for a project, and from what I could figure out myself, there is no way to find out the value of another keyword within the IExternalKeywordDataSetScript, unless the keyword is on a Unity Form. See the sdk documentation here, mentioning this very clearly: https://sdk.onbase.com/unitySDK/html/f65eb111-7ee4-e960-1c40-8006329eb315.htm.

[Scott_Weaver]

Thanks Stefan, this is very helpful information and I appreciate you taking the time to provide it!