Relating WorkView Objects to Documents - Studio - English - Foundation 22.1 - OnBase - external

Studio
Platform
OnBase
Product
Studio
Release
Foundation 22.1
License

The following pertains to relating WorkView objects to documents.

Note:

Calculated attributes are not supported in this portfolio type.

When the Content Type is set to WorkView Objects and the Related Content Type is set to Documents, the wizard will prompt with the following screen.

Select the Application and Class that you want to create a relationship for from the drop-down lists. This is the application and class the primary object belongs to.

When <All> is selected in the Application drop-down list, any class can be selected, though a specified class is not required.

When the Content Type is set to WorkView Objects and Related Content Type is set to Documents, the following options are available:

Attached/Static Document(s)

Select Attached/Static Document(s) to make any document attached statically to a WorkView object within the Documents tab a related document.

Dynamic Folder

Select a Dynamic Folder to make any document attached dynamically to a WorkView object within the Documents tab, using a dynamic WorkView folder, a related document. Dynamic folders are configured in WorkView.

Document Attribute

Select Document Attribute if you want to make the document attached to a WorkView object through a document attribute a related document. Select the appropriate document attribute by clicking the ellipsis button and selecting the attribute.

Document ID from Property

Select Document ID from Property to specify the property in the field that contains the related document's ID to identify it as a related document. Properties can be single values or values in an array.

You can select Use Scoped Property Bag to use a scoped property. A session property persists throughout a user's session. A scoped property persists only for the duration of a task's execution.

Document Type

To configure a Document Type relationship:

  1. Select Document Type and select the appropriate Document Type from the drop-down list. This is the Document Type the related document(s) belong to.
  2. Click Keyword Mappings. The <Document Type> Mappings dialog box is displayed.
  3. Double-click on a Keyword Type you would like to map or the select the Keyword Type and click Map. The Relation Mapping dialog box is displayed.
  4. You can map to a specific Attribute, Property, or Constant value. Select an Attribute from the drop-down list or enter a Property or Constant value.
    If you select Property, you can select Use Scoped Property Bag to use a scoped property. A session property persists throughout a user's session. A scoped property persists only for the duration of a task's execution.
  5. Click OK.
  6. Repeat 3 to 5 for each mapping you want to establish.
  7. When finished, click OK.