Usage - OnBase/Agenda/English/Foundation-22.1/Agenda/Usage - 2022-08-18

Agenda

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

Documentation Notice
Overview
Agenda Overview
Applications
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Agenda Client Hardware and Browser Requirements
Agenda Online Web Site Hardware and Browser Requirements
Licensing
Upgrade Considerations
Agenda Upgrade Information
Agenda Numbering
Agenda Item Unity Forms
Granicus Integration
WebView2 Runtime Installation for Edge Browser
Agenda Online Upgrade Information
Server Machine Considerations
Updating Page Maps
Full Text Searching
Media Streaming Privileges
Updating Third Party Libraries
Installation
ClickOnce Deployment
Web Server Installation Steps
From a Shared Folder Installation Steps
Manually Created Share Steps
Service Location and Deployment Configuration
Deployment Signing
Updating or Adding a Deployment Instance
Web Server Add or Update Steps
From a Shared Folder Add or Update Steps
Service Location and Deployment Configuration
Automatically Launching a Deployed Application at System Startup
Removing a Deployed Application
Removing a Deployed Application Instance from Client Workstations
Removing a Deployed Application Instance from the Deployment Server
Completely Removing a Deployed Application
Agenda Installer
Agenda Online Installer
Create an Agenda User in OnBase Config
Modify Application Settings in the Web.Config File
Optimize Performance Settings for Agenda Online
Controlling the Installer from the Command Line
Agenda Command Line Properties
Agenda Online Command Line Properties
Troubleshooting
Contacting Support
Configuration
Configuring Agenda
Configuring Standard or IdP Authentication
Setting Display Options
Setting Agenda Item Display Options
Setting Voting Client Display Options
Configuring Agenda Items
Agenda Item Status Types
Creating Agenda Item Status Types
Editing Agenda Item Status Types
Deleting Agenda Item Status Types
Configuring Agenda Item Fields
Creating an Agenda Item Field
Editing an Agenda Item Field
Deleting an Agenda Item Field
Configuring Agenda Item Supporting Document Types
Creating Agenda Item Supporting Document Types
Editing Agenda Item Supporting Document Types
Deleting Agenda Item Supporting Document Types
Configuring Agenda Item Types
Creating an Agenda Item Type
Editing an Agenda Item Type
Deleting an Agenda Item Type
Configuring Agenda Item Forms
Creating an Agenda Item Form Template
Editing an Agenda Item Form Template
Configuring Meeting Bodies
Adding Members
Creating a Member
Entering Member Contact Information
Creating Member Contact Information
Editing Member Contact Information
Deleting Member Contact Information
Editing a Member
Deleting a Member
Configuring Roles
Creating a Role
Editing a Role
Deleting a Role
Configuring Meeting Bodies
Creating a Meeting Body
Remove Members from a Meeting Body
Remove Member Roles from a Meeting Body
Re-arrange Members in a Meeting Body
Editing a Meeting Body
Deleting a Meeting Body
Configuring Meeting Types
Configuring Agenda Outline
Creating an Agenda Outline Template
Editing an Agenda Outline Template
Deleting an Agenda Outline Template
Configuring Meeting Types
Creating a Meeting Type
Setting Security Options
Assign Agenda Item Types to a Meeting
Assign Document Templates
Assign Meeting Packet Templates to a Meeting
Set Up Meeting Keywords
Determine Compile Settings for a Meeting
Choosing Publish Options
Determine Publish Mapping Options
Setting Item Ownership Agenda Items
Setting Default Items
Editing a Meeting Type
Deleting a Meeting Type
Configuring Agenda Document Templates
Creating a Meeting Document Template
Editing an Agenda Document Template
Deleting an Agenda Document Template
Configuring Packets
Configuring Text Overlays
Creating a Text Overlay
Editing a Text Overlay
Deleting a Text Overlay
Configuring Meeting Packets
Creating a Meeting Packet Template
Editing a Meeting Packet Template
Deleting a Meeting Packet Template
Configuring Agenda Item Packets
Creating an Agenda Item Packet Template
Editing an Agenda Item Packet Template
Deleting an Agenda Item Packet Template
Configuring Attendance, Motion and Vote Types
Configuring Attendance Status Types
Configuring Motion Result Types
Configuring Vote Types
Configuring Agenda Online
Setting Display Options
Creating Page Maps
Modifying Page Styles
.CSHTML Properties for Long and Short Titles
Configuring the Public Comment Button
System Interaction
Collaboration
Workflow
General Workflow Actions
Set Property from Field
Set Value
Create or Update Agenda Item from Document
Option: Agenda Item Information Mapping
Set Supporting Document
Workflow Rules
Check Field Value
Related Entity Exists
Option: Using Workflow to Operate on Agenda Items in a Meeting
Document Composition
Agenda Best Practices
Agenda Best Practices
Restarting Agenda
Installation
Considerations for Upgrading from the Legacy Agenda & Minutes Manager
Agenda Tag Templates
Agenda Tag Templates
Tables
Overriding Sections in the Template
Section and Item Tables
Minute Table
Action Table
Motion Table
Vote Tables
Roll Call Table
Template Tags
Tag Basics
Simple Tag <tag>
Wrapper Tag <tag></tag>
User-Defined Tags
Tags Used in Templates
Unity Form Tags
Configuring Tags for Conditional Text
Roll Call Tags
Single Table Configuration
Attendees Tag
Format Tag
Delimiter Tag
Absent Text Tag
Sample Single Table Configurations
Multiple Table Configuration
Table Definitions
Attendee Tag
Sample Multiple Table Configuration
Agenda Unity Form Configuration
Agenda Unity Form Configuration
Configuration Overview
Configuring Document Types for Agenda Forms
Configuring Document Types for Similar Forms
Configuring Document Types to Not Prompt for New Forms
User Rights
User Rights Required for Submitting Agenda Forms
User Rights Required for Publishing Templates
Granting User Rights for Form Templates
Configuring User Groups the Right to Configure Form Templates
Configuring User Groups to Allow Public Comments in Agenda Online
Accessing the Designer
Layout of Forms Designer
Creating an Agenda Item Form Template
Adding Form Controls
Select and Click
Drag and Drop
Double-Click
Setting Property Controls for Attachments
Creating a Public Comments Template for Agenda Online
Creating the Public Comments Template
Adding Form Controls
Configuring the Multiline Text Box
Configuring the Required Text Boxes
Integrating the Public Comments Form with Agenda Online
Creating the Integration
Sharing the Form for Use with Agenda Online
Modifying the Agenda Online Web.config File to Integrate Public Comment Information
Adding the Integration Name, URL and Token to the Web.config File
Adding the Meeting Type Name to the Web.config File
Adding the Agenda Form Field IDs to the Web.config File
Field Controls and Properties
Usage
Usage
Definitions
Logging On
Navigating Agenda
Creating Meetings
Creating New Agenda Items
Creating an Agenda Item from a Unity Form
Adding Supporting Documents to the Unity Agenda Item
Adding a Supporting Document Using Workflow
Adding a Supporting Document Using the Add Attachments Control
Creating an Agenda Item from an Entity (Legacy) Form
Adding Supporting Documents to a Legacy Agenda Item
Adding Supporting Documents From an External Source
Adding Supporting Documents From OnBase
Adding Supporting Documents Using a Template
Reviewing Agenda Items
Searching for Agenda Items
Exporting Agenda Item Search Results to Excel
Viewing Agenda Items in Workflow
Viewing Agenda Items in the Workflow Items Pane
Discussing an Agenda Item
Starting a New Discussion Thread
Configuring Security Options
Subscribing to a Discussion Thread
Viewing a Discussion Thread
Replying to a Discussion Thread
Tracking Changes Made to an Agenda Item
Tracking Changes on a Unity Agenda Item
Tracking Changes on a Legacy Agenda Item
Deleting an Agenda Item
Working With Meetings
Retrieving Meetings
Searching for Meetings
Filtering the Meeting List
Exporting Meeting Search Results to Excel
Viewing Meetings from the Meeting List
Modifying Meetings
Modifying Meeting Actions
Save Meeting
Refresh Meeting
Generate Document
Add Meeting Document
Delete Meeting
Meeting Agenda Numbering
Agenda Item Numbering
Auto Outline Numbering
Generate Agenda Item Packets
Packet Export
Agenda To Go & Voting Client
Publish
Unpublish
Create Minutes View
Modifying Agenda Items
New Agenda Item
Copy Agenda Item From
Copy Agenda Item To
Copy Multiple Items To
Supporting Document
Generate Agenda Item Packet
Viewing Meetings in Agenda or Minutes View
Using the Meeting Information Pane
Modifying Meeting Details
Viewing and Deleting Meeting Documents
Publishing Meeting Documents
Meeting Attendance
Adding Attendees to a Meeting
Modifying an Attendee's Role
Removing Attendees from a Meeting
Viewing the Roll Call
Using the Item Information Pane
Modifying a Meeting's Agenda Items
Viewing Agenda Items and Supporting Documents
Modifying Motions
Modifying Minutes
Viewing Item Details
Using the Meeting Agenda Pane
Working with Agenda Sections
Working with Agenda Items
Move an Agenda Item to Another Section
Reorder Agenda Items Within Agenda Sections
View Details for Agenda Items
Working with Supporting Documents
Generating Meeting-Related Documents
Generating an Agenda Document
Generating a Summary Document
Generating a Minutes Document
Generating a Meeting Packet
File Menu
Using Agenda Online
Accessing the Agenda Online Portal
Viewing Public Meetings
Viewing Meetings in Agenda Online
Filtering and Sorting Meetings
Viewing Meeting Documents
Commenting on Items
Viewing Video
Jumping to Event Points in the Media File
Searching for Meetings and Meeting Documents
Searching for Meetings by Date Range
Searching for Meetings and Meeting Documents Using Search Text
Using Help
Agenda Reporting Dashboard
Overview
Agenda Data Providers
Creating the Agenda Items Data Provider

Back to home page