Check Document Tracking Status Rule - Document Tracking - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Document Tracking

Platform
OnBase
Product
Document Tracking
Release
Foundation 24.1
License
Premier
Standard

This rule checks the Documentation Status of the Document Tracking folder in which the document is located. Upon executing an ad hoc task on a document, the system locates the appropriate folder and checks it for compliance.

Note:

This rule is only supported in Core-based Workflow.

  1. From the Folder Type drop-down list, select the Document Tracking Folder Type in which documents from the configured Document Type are located.
  2. Select one of the following options:
    • All Keywords- All Keyword Type Values on the document must match the Keyword Type Values on the Folder.

    • Select Keywords- Only selected Keyword Type Values on the document must match the Keyword Type Values on the document.

  3. If you selected Select Keywords, click Configure.

    The Inherited Keyword Types dialog box is displayed.

  4. To select one or more Keyword Type Values that the document and folder should have in common, select the appropriate Keyword Types from the list on the left and click Add.
    To deselect one or more Keyword Type Values that the document and folder should not have in common, select the appropriate Keyword Types from the list on the right and click Remove.
  5. Click OK.
  6. From the Status drop-down list, select the Documentation Status the system should check for.

    The rule evaluates true when the status of the Document Tracking folder matches the selected status.

    The rule evaluates false when the status of the Document Tracking folder does not match the selected status.