Option: Using Workflow to Operate on Agenda Items in a Meeting - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Essential
Premier

You can use Related Entity Exists to iterate over agenda items in a meeting. You can also set up a sub-rule so that you distinguish between items in the Minutes View and items in the Agenda View. This type of relationship is set up using the Related Entity Exists Rule from a Meeting Entity.

To use the Related Entity Exists rule to work with agenda items:

  1. Create a rule of type Related Entity Exists. Name it something that is specific to your instance (for example, "Check Agenda Items").
  2. Set the Related Entity Type to Agenda Item. This pulls the Agenda Item Entity from the Relationship Entity.
  3. Create a Check Field Value rule and name it Is Minutes Item View? with a constant value of 1. This filters out items that are not in the Minutes view.
    Note:

    If you use an Agenda Item to Meeting Entity relationship, the order of the items in the meeting tree may not be respected. The Agenda Item to Meeting relationship will give access to all the sections in a meeting in addition to the Agenda Items. The Agenda Item Entity relationship only give access to items, not sections.