Related Tab - EIS Message Broker - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

EIS Message Broker

Platform
OnBase
Product
EIS Message Broker
Release
Foundation 23.1
License
Standard
Premier

The Related tab is displayed when an action requires related documents to be configured. The Related tab allows you to configure how related documents are defined.

Select one of the following options to determine how the related item is found:

  • Portfolio Type - Select this option to use a portfolio type to identify related items for action and select the appropriate portfolio type from the drop-down list.

  • Portfolio Relation - Select this option to use a portfolio relation to identify related items for action and select the appropriate portfolio relation from the drop-down list.

  • Ad Hoc Portfolio Relation - Click Configure under this option to create a portfolio relation that is specific to this action. This portfolio relation cannot be assigned to portfolio types or reused in another action or rule. The content types available are specific to the item types the action can execute on. For more information about configuring portfolio relations, see the Studio documentation.