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changes.mady.by.user Les LaCroix

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changes.mady.by.user Julie Creamer

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AutoFill Keyword Sets can be implemented for any Document Type that contains multiple related keywords, and is especially useful for organizations that index large volumes of documents. For example, consider an organization that indexes a large volume of loandocuments with customer information such as social security number, name, address, and telephone number. OnBase is set up with an AutoFill Keyword Set containing all of those items as keywords, and the social security number as the primary keyword. When indexing, each time an operator enters the social security number value, the corresponding name, address, and telephone number values are populated from the AutoFill Keyword Set.

 

Steps to create an AutoFill Keyword Set

These steps illustrate the basic steps that need to be done to create a new AutoFill Keyword Set.  Keep in mind that each instance of an AFKWS has it's specific differences and nuances - but these steps should help to guide you in the appropriate direction.

  1. In a SQL database, create a View that extracts the data for each of the keywords.  In this example, the view was created in the Colleague ODS database because the keyword data lies in Colleague.  
  2. Create a SELECT statement that runs the view.
  3. Create a Powershell script that runs the SELECT statement from #2 above.  In this instance, Les created this script on his C: drive.  This script will create a text file that gets imported into OnBase
  4. Make sure that all of the keywords for your AFKWS exist.  If they don't exist, create them in OnBase config.
  5. Create a new AutoFill Keyword Set in OnBase config.  Make sure that the order of your keywords in the AFKWS match the order of the data in your text file.
  6. Go to the document type that needs the AFKWS and find the primary keyword.  Make sure that this primary keyword is at the top of the list of keywords.  Add any new keywords that you've created.  There's a place to indicate an AutoFill Keyword Set.  Choose your new AWKWS from the list in the drop-down.
  7. From the machine with the text file (Les' in this case), go into OnBase config and choose the Import menu.  
  8. Choose AutoFill Keyword Processor.  Create a new processor for your new AFKWS.
  9. Go to OnBase client and Re-launch.  
  10. Go to the Admin menu and choose AutoFill Keyword Processor.  Find your new AFKWS, right-click, and execute.  This will bring in the new keywords.