Modify Items - Minutes - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Minutes

Platform
OnBase
Product
Minutes
Release
Foundation 23.1
License
Standard
Essential
Premier
  1. Right-click the name of the item you want to modify, and then select Open.

    Depending on how the agenda item was created, you will see one of the following:

    • Agenda item created with a Unity form.

    Note:

    If the Unity form that was created for this agenda item is deleted, a message is displayed indicating that the form has been either deleted or purged.

    • Agenda item created with a Legacy form.

    Note:

    The Legacy form is being phased out and replaced with the Unity form. This dialog box is displayed only if you still have agenda items created from Legacy forms in your system.

  2. Modify the item as needed and then click Submit or OK. If you changed the title of the agenda item, the new title is displayed in the agenda tree.
    Note:

    You cannot modify the information in fields that are grayed out.