In addition to assigning users to a Workspace, if you create a Discussion Thread, you can make the Discussion Thread available to specific users in the Workspace.
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Click the My Workspaces option under Collaboration in the Main Menu.
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From the Your Workspaces pane, click the desired Workspace.
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The Workspace Discussion Objects display in the Collaboration Workspace window, sorted by the date they were added to the Workspace.
Discussion Object Label
Description
Object Name
Name of the Discussion Thread, WorkView Object or document (Auto-Name of the document)
Note:Discussion Thread names are limited to 200 characters.
Object Type
Indicates the type of object. There are three options:
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Discussion
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Document
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WorkView Object
Added By
User name of person that added the object to the Workspace.
Note:(deactivated) will display next to the user name if the user who added the document has since been deleted from OnBase.
Date Added
Date the object was added.
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Double-click a Discussion Thread to open it.
Note:
This example displays the Discussion Thread in the Threaded view. Click the Nested View button to display the Discussion Thread in a Nested view.
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The Discussion Thread displays along with the following Descriptors and the Discussion Thread toolbar:
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Author: User that created the Discussion Thread
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Date: Date the Discussion Thread post was created
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Subject: Discussion Thread name
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Click the Apply Security button.
Note:
Depending upon your system configuration, you may not have the Apply Security button. See your system administrator for questions regarding thread level security.
The initial Discussion Thread Security dialog box displays:
Note:If you do not Apply Security to the specified Discussion Thread, any user or user group will be able to view the Discussion Thread in that Workspace.
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Select Apply Security to assign users to the Discussion Thread.
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The Available Users for this Discussion Thread are the users assigned to the Workspace.
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You can assign specific users to the Discussion Thread, enabling only those users to have access to the Discussion Thread.
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The User Rights that they will have for the Discussion Thread are the same as the User Rights they have for the Workspace.
Select an available user and click Add to move them to the Assigned Users list.
Repeat for all desired users and click Save when finished and exit out of the Discussion Thread Security dialog box.
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- Select Notify new members that they have been invited if you want users to be notified that they are able to view this particular thread.