6 Steps to Configure Autofill Keyword Sets in OnBase

Autofill keyword sets can be incredibly helpful since they can increase the speed and accuracy of indexing within OnBase. Looking to master autofill keyword sets in OnBase? We’ve got your back.

Check out the video below and this blog to get a step-by-step guide to mastering autofill keyword sets in OnBase.

8 Steps to Mastering Autofill Keyword Sets in OnBase

6 Steps to Configure Autofill Keyword Sets in OnBase

Begin in the configuration panel by selecting ‘keyword,’ then ‘autofill keyword set.’ Then, you can name your set and hit create. This is where your database admin’s expertise is invaluable, as they’ll provide the flat file.

Once you have the flat file, open it and use this information to set the keywords that will be a part of your autofill keyword set. This will represent the structure in the database, and it’s very important that the keyword types are in the same sequence as your text file – that’ll ensure it works properly. Next, add your keyword types.

2. Double-Check Before Saving

Always remember to double-check your work for accuracy before hitting save. Once this autofill keyword set is created, it can’t be deleted, and the keyword types within it can’t be modified.

3. Assign User Groups

Assign user groups to your autofill keyword set based on your business needs. This step is about ensuring the right people have access to the right tools.

4. Processor Configuration

Next, head over to ‘import’ and ‘autofill keyword processor.’ Name your processor and click “create.” Browse to the flat file you used earlier and select the autofill keyword set you’ve created.

Next, be sure to map out your delimiters and separators, as understanding your flat file’s structure is key. Delimiters hold values within a text file, and separators split those values apart from each other.

5. Assign Document Types

Now, assign a document type to your autofill keyword set. Tap “Document,” then “Document Types,” and select the document type for which the autofill keywords set was configured. In the bottom left from the drop down “Autofill Keyword Set,” set that to the autofill keyword set you just created. Then, click save. Don’t forget to reset the cache to ensure changes take effect.

6. Test in OnBase Client

Finally, open up the OnBase client and import your autofill keyword set to test it to ensure that It’s being recognized within OnBase.

Know that you can use autofill keyword sets within whatever client you typically use. In this example in the video, we used Unity Client. If you are using the Unity Client, select the “Import” tab, open the file that’s related to the document type, and enter the primary keyword and hit tab. If all has been configured correctly, the rest of the fields should autofill, confirming your setup is successful.

And there you have it—that’s your step-by-step guide to configuring autofill keyword sets in OnBase.

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