Relating Message Items to WorkView Objects - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

The following pertains to relating message items to WorkView objects.

When the Content Type is set to Message Items and the Related Content Type is set to WorkView Objects, the wizard prompts you for the Message Item Type.

Message Item Type page of the Portfolio Relation Wizard.

Select the Message Item Type that you want to create a relationship for from the drop-down list. This is the message item type the message belongs to.

When the Content Type is set to Message Items and Related Content Type is set to WorkView Objects, the wizard prompts you for how to find related WorkView objects.

"How do you want to find related WorkView objects?" page of the Portfolio Relation Wizard.

To configure a WorkView object relationship:

  1. Select the Application and Class that contains the attribute you want to use from the drop-down lists.
  2. Click Add.
    The Relation Mapping dialog box is displayed.
    Relation Mapping dialog box.
  3. Enter the name of the property that contains the ID of the message item that will be mapped to the related attribute in the Property Name field.
  4. Click the ellipsis button next to the Attribute field and select the attribute or system property you want to map to determine a relationship.
  5. Click OK.
  6. Repeat the mapping process for each mapping you want to establish.
  7. Select the Property Bag that contains the property you want to use from the drop-down list at the bottom of the dialog.
  8. Click Next.