Adding Sources - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Application Builder
Platform
OnBase
Product
Application Builder
Release
Foundation 23.1
License
Standard
Essential
Premier

To add new sources to a source group:

  1. Right-click the source group name in the Repositories pane and click New > Source.
    The Create Source window is displayed.
  2. Select type of source that you want like to add.
    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.

  3. Enter the label in the Label field.
    The System Name and Route fields are automatically populated with the value entered in the Label field.
  4. Modify the System Name and Route.
  5. Optional: Enter the User Instruction. It is displayed when the user clicks the "i" button at the target page.
  6. Select the desired 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.
  7. In section Workflow Options, 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.
    Note:

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

  8. Click Next. A Summary is displayed.
  9. Click Finish.
The newly added source is listed in the Repositories pane, in the source group that you selected at the beginning.