Using Workflow Tasks on a Single Document - 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

When a document is in Workflow and its Document Type is assigned to Workflow, you can execute the tasks in the Document View window.

Note:

To use Workflow tasks, set your browser to allow pop-ups.

  1. Do one of the following:

    • Go to the Master Screen with a list of sources and select the source you are interested in.

    • Select a preconfigured tile to go to the source directly.

    • Use your own bookmark to go to the source directly.

    Note:

    Workflow tasks can be executed from any type of source. You do not have to use the Workflow queue to access them.

  2. Open a document from the source. A Document View is displayed. Workflow tasks are displayed as buttons in the upper-right corner.
  3. Select the desired task. If you do not see the task directly, use the dots button to see more tasks.
  4. If the task execution takes longer, a window is displayed saying: "Executing task. Please wait."
  5. When the task is finished, you are brought back to the document list.