Using Workflow Tasks on Multiple Documents - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Application Builder

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

You can execute the configured Workflow tasks on multiple documents that share the same task at the same time. Both system and ad-hoc tasks can be executed this way.

To do this:

  1. Select the desired source.
    Note:

    If a document belongs to a Workflow-related document type, the Workflow tasks will be displayed in every source that you access the document from.

  2. Select documents from the document list. All available tasks shared by the selected documents are displayed in the upper-right corner.
    Note:

    When the tasks are accessed from a document retrieval source, system tasks are displayed first and ad-hoc tasks are under the More button.

    When the documents are accessed from a Workflow queue, ad-hoc tasks are displayed first and system tasks are under the More button.

  3. Select the task.
  4. When the task is finished, you are brought back to the document list.