Creating an Agenda Item from a Unity Form - 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

To create an agenda item from a Unity form:

  1. Ensure that the Unity Form option is selected in the Create Agenda Item dialog box.
  2. Select the template you want and then click Create. The Unity form for the template you selected is displayed.
    Note:

    The fields shown on this form may differ depending on which fields were added to the form when it was created.

  3. Fill out the form as needed and click Submit. Note the following:
    • Required fields are indicated by a red asterisk (*).

    • After submitting the form, the Agenda Item Type field is inactive and cannot be modified. If the Meeting Type and Target Meeting fields are on a form, and have had values added to them, they are also inactive and cannot be modified.

    • If you reopen the form and change the value in the Meeting Type field, an error message is displayed. You will need to change the meeting type back to the value originally assigned to the meeting.

    Upon submitting the form, the agenda item is added to the Workflow Items pane on the Agenda dashboard.