Creating Master Detail with Sources - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

To create a Master Detail with Sources screen:

1. In the Add Screen wizard, select Master Detail with Sources.
   The Add Screen dialog is displayed.

   
2. Enter the title in the Title field.

   The System Name and Route fields are automatically populated with the value entered in the Screen Title field.

   Note:

   The system name and route must be unique within an application.

3. Modify the System Name. The system name is the name shown in the App Builder structure in the Repositories pane.
4. Modify the Route field.
   Note:

   The Route field represents part of the web address that will be used to access the newly created screen. It accepts only lowercase alphanumeric characters, "-" and "_".

5. Click Next.
   The Add Sources screen is displayed.

   
6. Click Add. A drop-down menu is displayed. Click the desired option.
   Note:

   Sources that are added to your screen must already exist in your system. If you need a new source, configure it in OnBase Configuration or OnBase Studio first.

   The user group assigned to the application must have access and be licensed per the source type, that is, if the source is a Workflow Queue, the user must be licensed for Workflow and the user group must have access to the queue.

   CAUTION:

   Adding a Custom Query with more than 15 columns as an application source may cause performance decrease. It is recommended to limit the number of columns when configuring the Custom Query. For more information, see the System Administration documentation.

   The Create Source screen is displayed for the selected source. An example for Custom Query is provided here.

   
7. Enter the label in the Label field.
   Tip:

   The label should be a user-friendly name of what the source represents, but OnBase specific language should be avoided, unless the users are used to it considering their usage history. For example, instead of naming the label "HR custom query", you can name it "All HR documents", so the end user doesn't have to know what exactly the custom query is.

   System Name and Route fields are automatically populated with the value entered in the Label field.
8. Modify the System Name and Route fields as needed.
   Note:

   The Route field represents the part of the URL that will be used to access the newly created application. It accepts only lowercase alphanumeric characters, "-" and "_".

9. Optional: Enter the User Instruction. It will be displayed when the user clicks the "i" button at the target page.
10. Select the source from the drop-down list. The list will include only the sources which already exist in the system and which are accessible to you. For a Workflow Queue type of source, you need to select both the Lifecycle and the Workflow Queue.
    Note:

    Available Custom Query types are: Document Type, Document Type Group, Folder Type, and Keyword.

11. In Workflow Options sections, you can select the following options:
    • Show Ad-hoc Tasks to display tasks done in the Workflow by the user.
    • Show System Tasks to display tasks done in the Workflow by the system.

    For sources based on Workflow Queues, ad-hoc tasks will be prioritized and shown in the toolbar while system tasks, if enabled, will be moved into the action menu. For all other sources, system tasks will be prioritized and shown in the toolbar, while ad-hoc tasks will move into the action menu.

    Note:

    For Workflow Queue source, the option Show Ad-hoc Tasks cannot be unchecked.

12. Click Finish.
13. Configure additional sources.
    Note:

    All sources configured for the first Master Detail screen are automatically added to the All Sources source group.

14. Click Next.
    A Summary screen is displayed.
15. If you are satisfied with your configuration, click Finish.