Adding Tiles to Tile Groups - Unity Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Unity Client
Platform
OnBase
Product
Unity Client
Release
Foundation 24.1
License
Premier
Standard
Essential

Many items within OnBase that can be used on the Personal Page can also be added to a Tile Group. The following can be added to a Tile Group:

  • OnBase Layouts

  • Documents

  • Folders

  • Custom Queries

  • Custom Query Results

  • Document Knowledge Transfer Reading Groups

  • Document Tracking folders and folder lists

  • E-Forms/Unity Forms

  • Full Text Search

  • Workflow document queues

  • Workflow Combined Inboxes

  • Internal Mailbox (with a list of unread messages)

  • Individual Document Templates

  • WorkView Applications

  • Import Tiles with specified Document Types

  • Dashboards and Dashboard items

Note:

Non-document Workflow queues cannot be added to Tile Groups.

Note:

WorkView filters using security attributes are not supported as tiles on Personal Pages.

A tile can belong to more than one Tile Group. Tiles will be added automatically to users' Personal Pages.

Note:

Tiles added to non-required Tile Groups are displayed in the My Tiles group on a user's Personal Page. Only required Tile Groups are automatically displayed.

If you attempt to add an item to a Tile Group before any Tile Groups have been created, you will be prompted to create a new Tile Group. Refer to Creating a Tile Group.

The sections below cover adding documents, folders, and individual items, folders, layouts, and Custom Query results to Tile Groups.