Creating a New Action - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Essential - Standard

Application Enabler

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

An action is a context or series of contexts that Application Enabler will run when the action is called after consuming the connection in the line-of-business application.

To create a new action:

  1. Open Application Enabler Configuration.
  2. Click Add New Action in the Enabled Connections section in the lower left of the dialog box. The Action dialog box is displayed.
  3. Click Add Connection to create a new connection, or skip to step 4 to use the default connection.
    Note:

    Connections are a way for you to sort and filter different integrations in Application Enabler. For more information see Modifying Connections. You do not need to configure a new connection. Application Enabler will use the default connection and function as normal as long as you have not configured a specific connection in the URI.

    The Add Connection dialog box is displayed.

    Enter a name in the New Connection field and click OK.

    Click Cancel to return to the Action dialog without adding a new connection.

  4. Click Add Category to create a new category, or skip to step 5 to use the default category.
    Note:

    Categories are a way for you to further sort and filter different integrations in Application Enabler. For more information, see Modifying Categories. You do not need to configure a new category. Application Enabler will use the default category and function as normal as long as you have not configured a specific category in the URI.

    The Add Category dialog box is displayed.

    Enter a name in the Category Name: field and click OK.

    Click Cancel to return to the Action dialog without adding a new category.

  5. Enter the desired name in the Name field.
    Note:

    The Name field cannot be left blank.

  6. Click New in the Contexts frame. The Context Properties -New dialog box is displayed.
  7. In the Client drop-down select the desired Client.
  8. In the Action drop-down select the desired Action.

    If you chose either Application Enabler or Desktop as the client and Run Script as the action, you may then chose a script from the VBScript drop-down.

    Note:

    For more information on configuring all possible contexts, see Using Contexts.

  9. Click OK.
    Click Cancel to close the Context Properties -New dialog box and return to the Action dialog box without making any changes.
  10. Click Next. The Document Type(s): dialog box is displayed.
  11. Double-click on the desired document type(s) in the Available list to add it to the Selected list. Alternatively, you can click on the desired document type once to select it and then click Add >.
    You can filter which documents you want to see by Document Type Group by clicking the Filter By: drop-down and selecting the desired Document Type Group.
  12. Click Next >. The Keyword Types Configuration dialog box is displayed.
  13. Double-click on the desired keyword type(s) in the Available list to add it to the Selected list. Alternatively, you can click on the desired keyword type once to select it and then click Add >.

    You can filter which keywords you want to see by Group or by Type by clicking the Filter By Group: drop-down and the Filter By Type: drop-down and selecting the desired Document Types or Groups. For more information about all available groups and types, see Associating Keyword Types, Unity Form Fields, or WorkView Attributes.

    If you are configuring a Unity Form, select Unity Form fields in the Available list and click Add >.

    If you are configuring a WorkView attribute, select the attribute in the Available list and click Add >. Nested attributes are displayed with a + symbol.

  14. When you add a keyword type to the Selected list, the Settings:[Keyword Type] dialog box is displayed.
  15. The name of the keyword as it is used in OnBase is displayed in the Name field. If necessary, in order to make configuring your line-of-business application as easy as possible, you can change the name in the Alias field to match the equivalent keyword in the line-of-business application. This defines the relationship between the keyword in OnBase and the keyword in the line-of-business application.
    Note:

    Changing the name in the Alias field will not have any effect on the keyword's behavior or function in OnBase.

    For more detailed information on configuring your keywords, see Settings.

  16. When you are finished configuring the keyword, click OK to return to the Keyword Types Configuration dialog.
  17. If you wish to add more keywords, repeat steps 12-16. Otherwise, click Finish. The Manage Connections dialog box is displayed.
  18. Click OK to save your connection and return to the Application Enabler Configuration main screen.
    Click Cancel to return to the Application Enabler Configuration main screen without saving and lose any changes.