Relating WorkView Objects to Documents - 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 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 user is prompted for a WorkView application and class.

"What WorkView application and class should this relation apply to?" page of the Portfolio Relation wizard.

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 user is prompted to select a way to find related documents.

"How do you want to find related documents?" page of the Portfolio Relation wizard.

The following options are available:

Document Find Method Description
Attached/Static Document(s) Select this option to make any document attached statically to a WorkView object within the Documents tab a related document.
Dynamic Folder Select this option 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 this option 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 this option 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.

If this option is selected, 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 Select this option to specify the Document Type and related keyword mappings to identify related documents. For more information, see the following steps.

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 Mappings dialog box is displayed.
    Mappings dialog box.
  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.
    Relation Mapping dialog box.
  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.