Viewing Agenda Items in the Workflow Items Pane - 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
Note:

Workflow licensing is required to use functionality described in this section.

The Workflow Items pane displays agenda items that reside in Workflow life cycles that are configured for the routing of agenda items. The Workflow Items pane displays the following information for agenda items that you have submitted:

Column

Description

Item Title

The name of the agenda item.

Meeting Type

The name of the meeting type.

Status

The agenda item's status.

Queue Name

The Workflow queue where the agenda item currently resides.

Life Cycle Name

The Workflow life cycle where the agenda item currently resides.

Note:

This column is not displayed if all agenda item's are from the same Workflow life cycle.

Note:

There are more columns available for viewing in the Workflow Items pane that can be enabled using the Display Options in Agenda. See Setting Display Options for more information.

You can also right-click in the Workflow pane to choose options from a pop-up menu that is displayed.

These options allow you to:

  • Clear Customizations

  • Toggle Column Filters

  • Clear All Column Filters

Agenda items may also be grouped according to how they were created. Currently they can be grouped into Unity Forms and Legacy Forms.

Note:

When items are of both Unity form and Legacy form types, the Form Type column is displayed in the Workflow pane.

To view further information about an agenda item that you have submitted, double-click it to open the corresponding form. For information on the functionality that is available when viewing an agenda item, see Creating New Agenda Items.

Note:

When an agenda item is being viewed, it is locked for editing by other users. Agenda items that are locked include the text Locked by User: [User name]. Agenda item locks that are orphaned can be removed by your system administrator, through the Manage Locks interface.

When you open an agenda item, a Tasks tab is available allowing you to perform more tasks on the agenda item. Depending on how the form was created (Unity or Legacy), the options are as follows:

Legacy Form

Button

Description

Tasks Queues

Click to display a list of all the queues the item is in. To open the item in a different Workflow queue, allowing you access to tasks from that queue, select the Workflow queue from this list.

Ad Hoc Tasks/System Tasks

Click to execute an ad hoc task or system task on the item. When a task is executed, a status message displays indicating that the task was successfully executed.

The name of the Workflow queue displays in the name of the ribbon group.

Unity Form

Button

Description

Workflow Queues

Click to display a list of all the queues the item is in. To open the item in a different Workflow queue, allowing you access to tasks from that queue, select the Workflow queue from this list.

Related Items

Click to display items that are related to the current work item.

Ad Hoc Tasks/System Tasks

Click to execute an ad hoc task or system task on the item. When a task is executed, a status message displays indicating that the task was successfully executed.

The name of the Workflow queue displays in the name of the ribbon group.

To refresh the Workflow Items pane, click Refresh:

Note:

If you open an agenda item from the Workflow Items pane and save it or execute an ad hoc task, the Workflow Items pane is automatically refreshed.