Automatically populate an Index Field using a Custom Metadata Field macro

Issue

How to create a Custom Metadata Field and use it to automatically populate an Index Field in a Kofax Front Office Server (KFS) Shortcut using a Custom Metadata Field macro

Solution

KFS Device Profiles can be used by the KFS Administrator to define particular groups of MFP devices that share settings or Global Shortcuts.
 

The KFS Administrator can create Custom Metadata Fields in each Device Profile to define common field data shared by the associated MFP devices (for example, the branch location where the MFP devices are located).
 

These Custom Metadata field values can be populated into KFS Index Fields using Custom Metadata field macros.
 

To automatically populate an Index Field in a KFS Shortcut with the value from a Custom Metadata field using a Custom Metadata field macro:

1. Log into the Kofax Front Office Server Administration Console.
    
2. Select Device Profiles.
    
3. Select the desired Device Profile and click Edit.
    
4. Select the Custom Metadata Fields tab and click Create.
    
5. Enter the desired field name and the value that applies to the selected Device Profile. (Example: Field Name = Location, Value = New York)
    
6. Click OK.
    
7. Click Save.
    
8. Selected another Device Profile and click Edit.
    
9. Select the Custom Metadata Fields tab and click Create.
    
10. Enter the same field name and the value that applies to the selected Device Profile. (Example: Field Name = Location, Value =Chicago)
     
11. Click OK.
     
12. Click Save.
     
13. Repeat for each Device Profile.
     
14. Select Shortcuts.
     
15. Select the desired Shortcut and click Edit.
     
16. In the field where the Custom Metadata value will be populated, enter the following default value macro, (where Field_Name is the name of the Custom Metadata field):
    {DeviceProfile:Field_Name}
     
17. Click Save.
     

Level of Complexity 

Moderate

Applies to  

References

N/A

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