The Options Tab - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential

The Options Tab - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

COLD/ERM

Platform

OnBase

Product

COLD/ERM

Release

Foundation 23.1

License

Standard

Essential

Premier

The Options tab contains options that specifically affect the documents that are imported as part of the batch.

The following options are displayed on the Options tab:

Options Tab Option	Description
Run Process	The Run Process check box is selected by default. It must be selected in order to actually process documents. The ability to deselect this option is provided to allow installers or administrators to test formats without saving documents to OnBase. If it is not selected, the Printset process will not import files. The Download and Preprocess functions are performed regardless of whether Process is selected. If the processor encounters an error within the import file, the import file is moved from its current folder to the ERROR_FILES sub-folder. Note: If an error occurs, the import file is moved to the ERROR_FILES folder even if it is marked as read-only.
Add Documents to Workflow	Note: To use this option you must be properly licensed for Workflow. Note: Documents can only be added to Unity Life Cycles from the Core-based OnBase Client interface. The processed documents are placed into any workflow associated with the Document Type with which the documents are associated. Once the Add Documents to Workflow option is selected, you can: Select On Commit to bring documents into the Workflow when a batch is committed. When using the Core-based OnBase Client interface, if one or more documents are not successfully added to Workflow, the batch will be added to the Committed queue. When using the classic OnBase Client interface, if one or more documents are not successfully added to Workflow, the batch will be added to the Incomplete Commit queue. Select During Processing to add the documents to a workflow as they are processed. Tip: When using the Core-based OnBase Client interface, it is recommended that you always select On Commit. CAUTION: When using the Core-based OnBase Client interface, it is required that you select On Commit if your Workflow is configured to perform any System Work.
Accumulate Processing Information	After the Printset process is run, OnBase displays a Verification Report for the process. If you would like to view the combined Verification Reports for several processes, select the Accumulate Processing Information check box. This causes the Verification Report information to be stored in the database and used to generate a daily cumulative report. The Verification Report is stored as a text document in the System Documents Document Type Group, SYS Verification Reports Document Type.

Options Tab Option

Description

Run Process

The Run Process check box is selected by default. It must be selected in order to actually process documents. The ability to deselect this option is provided to allow installers or administrators to test formats without saving documents to OnBase.

If it is not selected, the Printset process will not import files. The Download and Preprocess functions are performed regardless of whether Process is selected. If the processor encounters an error within the import file, the import file is moved from its current folder to the ERROR_FILES sub-folder.

Note:

If an error occurs, the import file is moved to the ERROR_FILES folder even if it is marked as read-only.

Add Documents to Workflow

Note:

To use this option you must be properly licensed for Workflow.

Note:

Documents can only be added to Unity Life Cycles from the Core-based OnBase Client interface.

The processed documents are placed into any workflow associated with the Document Type with which the documents are associated. Once the Add Documents to Workflow option is selected, you can:

Select On Commit to bring documents into the Workflow when a batch is committed.

When using the Core-based OnBase Client interface, if one or more documents are not successfully added to Workflow, the batch will be added to the Committed queue.

When using the classic OnBase Client interface, if one or more documents are not successfully added to Workflow, the batch will be added to the Incomplete Commit queue.
Select During Processing to add the documents to a workflow as they are processed.

Tip:

When using the Core-based OnBase Client interface, it is recommended that you always select On Commit.

CAUTION:

When using the Core-based OnBase Client interface, it is required that you select On Commit if your Workflow is configured to perform any System Work.

Accumulate Processing Information

After the Printset process is run, OnBase displays a Verification Report for the process. If you would like to view the combined Verification Reports for several processes, select the Accumulate Processing Information check box. This causes the Verification Report information to be stored in the database and used to generate a daily cumulative report.

The Verification Report is stored as a text document in the System Documents Document Type Group, SYS Verification Reports Document Type.