Minimum License Requirements: 

  • Hyland RPA License

  • OnBase EP3 License

  • Microsoft Excel

Dependencies & Supported versions

  • Hyland RPA Designer (Version 1.37.6.61)

  • Hyland RPA Activities (Version 1.37.6)

Industries:
  • Horizontal
Products:
  • Hyland RPA

Read Document Type Settings
Solution Overview

To check the settings of Document Types in OnBase is a very repetitive task. This is helpful to get an overview about the environment or to check them against other data. In this example an Excel template is filled with all information about DocTypes.

HINT: For this use case two variable are configured in the AMPRO file. “startAtEntry” specifies at which Document Type the bot should start to read (default: 0 = first entry) and “numberOfEntries” sets the amount of DocTypes to be read out (default: 5). To read out all entries this variable could set to 0.
Solution Benefits
  • Read out all settings of Document Types
    • Data is dependent on the selected variables “startAtEntry” and “numberOfEntries”
  • Write the settings in Excel template – one line per Document Type
Solution Tasks
  • Open & login to OnBase Configuration
  • Read out Document Type settings
  • Write settings in Excel template

Read out Document Type settings in OnBase Configuration 

Write settings of Document Types in Excel template