Related Entity Exists - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Premier
Essential

Checks to see if a related entity type exists for the current item.

  1. In the Properties pane, on the General tab, from the Related Entity Type drop-down list, select a related entity type to evaluate using this rule.

    When Agenda Item is the context, the following selections are available:

    Related Entity Type

    Description

    Agenda Item Field

    An agenda item field.

    Agenda Item To Meeting

    An agenda item to a meeting.

    Agenda Item Type

    An agenda item type.

    Meeting

    A specific meeting instance.

    Motion

    An agenda item motion.

    Supporting Document

    An agenda item supporting document.

    useraccount

    A user account.

    When Meeting is the context, the following selections are available:

    Related Entity Type

    Description

    Agenda Item

    An agenda item.

    Agenda Item To Meeting

    An agenda item to a meeting.

    Meeting Documents

    A meeting document.

  2. If you selected Agenda Item, Agenda Item Field, Agenda Item To Meeting, Supporting Document, or Meeting Documents, from the Related Entity Type drop-down list, you can filter the results. Select the Filter Results check box and perform the following:
    1. From the Field drop-down list, select one of the following:

      Entity Type

      Field

      Agenda Item Field

      • Agenda Item

      • Agenda Item Field Type

      • Agenda Item Field Value

      Agenda Item To Meeting

      • Agenda Item

      • Agenda Section

      • Meeting

      Supporting Document

      • Agenda Item

      • Supporting Document ID

    2. In Must match:, select Constant value or Property and enter a constant value or property.
  3. If you do not want to use the results to execute sub-tasks, clear the Use results for sub-tasks check box.
    Note:

    When using the results to execute sub-tasks, the rule's context sets the context for respective sub-tasks. The action's context is automatically set when you choose the type of items that the life cycle contains. The context is displayed in the Properties pane, on the General tab, in Context. If the direct task does not specify context, then the context specified by the most direct ancestor will be used. For example, if you nest multiple Related Item Exists rules that each provide context, the sub-tasks will use the deepest context.

  4. If you want to store the result count in a property, select the Save result count in property: check box and enter the name of the property in the corresponding field.
  5. In the Properties pane, click the Advanced tab.
  6. In the Properties pane, click the Documentation tab. Enter any descriptive information that is applicable in the Overview and Details fields.