Configuring Portfolio Relations - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Portfolio relations allow you to specify how documents, Content Composer Bundles, WorkView objects, entity items, and message items relate to one another.

To configure portfolio relations:

  1. In the Home ribbon within the Portfolios ribbon group, click Portfolio Relations.
    The Portfolio Relations dialog box is displayed.
    Portfolio Relations dialog box.
  2. Select the Repository from the drop-down list in which you would like to configure the portfolio relation.
  3. Click Add.
    The Portfolio Relation Wizard is displayed.
    "What type of related items will this relation find?" page of the Portfolio Relation Wizard.
  4. Enter a Name for the portfolio relation.
  5. Select the Content Type from the drop-down list. This is the type of item that is the primary item in the life cycle. You can either select Documents, Entity Items, Message Items, or WorkView Objects.
  6. Select the Related Content Type from the drop-down list. This is the type of item that the related items will be. You can either select Documents, Entity Items, Message Items, or WorkView Objects.
  7. Click Next.
    Depending on the options you selected, the wizard will vary. For more information on options, see Wizard Options.
  8. Click Next.
  9. Click Next.
  10. Click Finish.

You can locate a specific, existing portfolio relation by entering text that will identify the portfolio relation in the Find field. The portfolio relations displayed will be narrowed down to the portfolio relations that contain the characters entered.

You can modify an existing portfolio relation by selecting it and clicking Modify.

You can copy an existing portfolio relation by selecting it and clicking Copy. The Portfolio Relation Wizard is displayed. All of the fields are filled with the configurations from the existing portfolio relation. You can continue through the wizard and change the configurations as necessary. Click Finish when done to save the new portfolio relation.