Modifying Actions - 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

You can add, edit, or remove actions from the Manage Connections dialog.

To add an action:

  1. In the Actions section, click New.
  2. The Action dialog box is displayed. See Creating a New Action for instructions.

    To edit an action:

  3. In the Actions section, click Edit.
  4. The Action dialog box is displayed.
  5. You can change the name of the action by clicking in the Name field to place the cursor in the field and make any necessary changes.
  6. You can add, edit, or delete contexts. For more information, see Using Contexts.
  7. When finished making changes, click Next >. The Document Type(s): dialog box is displayed.
  8. 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.
  9. Click Next >. The Keyword Types Configuration dialog box is displayed.
  10. 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.

  11. When you add a keyword type to the Selected list, the Settings:[Keyword Type] dialog box is displayed.
  12. You can change the name in the Alias field to match the equivalent 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.

  13. When you are finished configuring the keyword, click OK to return to the Keyword Types Configuration dialog.
  14. If you wish to add more keywords, repeat steps 8-11. Otherwise, click Finish.
    Note:

    At any point in the document or keyword configuration, you can click Cancel to exit the dialog without saving any changes.

    To remove an action:

  15. In the Actions section, click Remove.
  16. A message stating Are you sure you'd like to remove the [Action Name] action? is displayed.

    Click Yes to remove the action.

    Click No to keep the action.