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Application and document type fields, Releasing to records management, Search criteria for duplicate folders – Kofax Ascen 7.5 Release Script for Hummingbird DM 6.0 User Manual

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Ascent® 7.5 Release Script for Hummingbird DM 6.0 Release Notes

10

Kofax, Inc.

Application and Document Type Fields

When you are creating a user-defined folder for release, the Application and Document Type

folder profile attributes must be set to “FOLDER,” which is the default choice. If you attempt to

change this value, you will receive an error message at release and the value will be returned to

“FOLDER.”

Releasing to Records Management

If you are releasing to Records Management via Ascent 7.5 Release Script for Hummingbird DM,

make certain that you have the following items set in the link control when you want your

documents to be released into Records Management as records:

„

The Code field is set to a text constant containing the File Part Number (for

example, “2002/1(A)”)

„

Item Type field for released documents is set to “Document”

„

The Type field is set to “Keep”

„

The Document Type field is set to “RM”

To release to Records Management, check the “Mark document as a record for Records

Management” check box on the General Settings tab, and select a Records Management profile

form from the Profile drop-down list on the Document Settings tab. Then, leave the Item Type

unlinked.

Note

If you specify an Item Type of Record, File, or Box, the following error will occur and release

will fail. “An error occurred while releasing the document <document name> to the Records

Management system. 9519.”

Search Criteria for Duplicate Folders

If the “Create new folder” option is selected on the Folder Settings tab, a new folder will be

created as long as Ascent 7.5 Release Script for Hummingbird DM does not find a duplicate folder.

The release script classifies a duplicate folder as an existing folder with the same name, same

profile, same public setting, and exists in the same parent (library or folder).

If a duplicate folder is found that satisfies the above criteria, then that folder is used for releasing

documents. The attributes for the duplicate folder are not updated and will not be used at release.