Viewing Documents Assigned to Other Users - OnBase Mobile - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/OnBase-Mobile/Foundation-24.1/OnBase-Mobile/Usage/Using-Workflow/Viewing-Documents-Assigned-to-Other-Users - 2025-04-01

OnBase Mobile

Platform
OnBase
Product
OnBase Mobile
Release
Foundation 24.1
License
Premier
Standard
Essential

With the appropriate privileges, you can view documents assigned to other users in a load-balanced queue or in a queue that supports ownership. To view these documents, do the following:

  1. While viewing a Workflow queue, tap the filter icon:

    The screen expands to show additional options.

  2. Tap Load Balancing Menu. A list of options is displayed.
    Note:

    If the Load Balancing Menu option is not displayed, you may not have the appropriate privileges. Contact your system administrator for assistance.

  3. Select an option to filter the documents. You can choose to view documents belonging to a specific user, all users, or all unassigned items. Tap the option to make your selection.

    The queue is refreshed based on your selection.

    Note:

    Users cannot execute tasks on documents that are owned by another user.