Adding a Link from OnBase - StatusView - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

StatusView

Platform
OnBase
Product
StatusView
Release
Foundation 22.1
License
Standard
Essential
Premier

When using Design mode within the HTML Editor portlet, a number of buttons are available to quickly customize and design content within the portlet. The Add a Link From OnBase button allows you to insert links to OnBase objects and actions, including the ability to view a specific document, create a new E-Form, or create a new Unity Form from the portlet.

To add a link from OnBase:

  1. From the HTML Editor portlet, click the Add a Link From OnBase button.

    The Add a Link From OnBase dialog box is displayed.

  2. Choose one of the following from the Document/Form To View drop-down list:
    • View Document- Adds a link to a specific document.

    • Create E-Form- Adds a link to create a new E-Form.

    • Create Unity Form- Adds a link to create a new Unity Form.

  3. Enter Content for the linked object.
  4. Depending on your selection in step 2, enter the appropriate information:
    • If you selected View Document, enter the Document Handle of the document you would like access to.

    • If you selected Create E-Form, enter the Document Type Number of the E-Form you would like access to.

    • If you selected Create Unity Form, enter the Template # of the Unity Form you would like access to.

  5. Click the Add Link button to add the link to the portlet.