Workflow Viewer - Archive Services for Microsoft SharePoint - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Archive Services for Microsoft SharePoint

Platform
OnBase
Product
Archive Services for Microsoft SharePoint
Release
Foundation 22.1
License
Essential
Premier
Standard

Your solution may be set up to use the integrated OnBase Workflow viewer to display documents. This viewer displays a document's Workflow status, related documents, and available tasks.

Viewer components are described in the following table:

Component

Descriptions

Document Information Panel

Displays the document's Auto-Name and Workflow status. If you open any related documents in the viewer, you can click the Auto-Name to return to the original document.

The Workflow Activity status displays the Workflow life cycle name followed by the current queue(s). If the document resides in multiple life cycles and queues, the format is Life cycle 1: Queue A, Queue B; Life cycle 2: Queue C.

If the document resides in multiple queues, the ad-hoc tasks and related documents belong to the queue in bold.

Ad Hoc Tasks

Displays ad hoc tasks you can perform on the document. Available tasks vary per queue.

Related Documents

Displays other documents related to the current document. You can select a document to display it in the viewer.

To return to the original document, click the document's Auto-Name in the Document Information Panel.

Document Viewer

Displays the currently selected document. For information about using the document viewer, see Viewing Documents.

When you perform an ad hoc task that transitions a document out of its current queue, the Workflow Activity status is updated to reflect that transition. If you have privileges to access the next queue in the life cycle, the Workflow Activity status displays the queue's name. If you do not have privileges to access any of the document's queues, the Workflow Activity status is removed, and the document remains available within SharePoint for reference.