Configuring a Standard Class - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Standard classes are classes that contain data. They can be extended or can be associated with another class.

To create a new standard class:

  1. Select the application you want to add a class to and either click the Class button in the WorkView ribbon or right-click and select New | Class. The Create Class wizard is displayed.
  2. Click New Class.
  3. Select Standard Class.
  4. Enter a name in the Display Name field that you want to use as the displayed name. This value will be displayed in the Client Applications menu. When you move to the Name field, the value entered in this field will be populated in the Name field. If there are spaces or symbols in the value, they will be removed when in the Name field. The maximum number of characters that can be used in these two fields is 254 characters.
  5. If you want to edit the value for the class name that will not be used for display purposes, edit the value in the Name field. There can be no spaces or symbols in this name.
  6. Click Next.
  7. If you want to assign rights for the class to all user groups assigned to the application, click Add All Assigned to Application.
  8. If you want to assign specific user groups to the class, select a user group from the User Groups drop-down list.
  9. Click Add.
  10. For each user group you added, you must select the user group and grant or deny Create, View, Modify, Delete, and View History rights for the class. These rights will control whether a user can view, create, modify, delete objects and/or view history within the class.
    Note:

    In order to attach or detach documents to/from an object, users must have the Modify right for a class.

    CAUTION:

    If a user is assigned to more than one user group, the least restrictive privileges will be allowed.

  11. Click Next.
  12. Click Finish. The class displays under the Classes folder in the application.
  13. In the General tab of the Properties pane, you can set the following options:

    If you want objects to be created for this class from the WorkView Create menu, select Allow Direct Creation. If this is not selected, object creation will not be available from the Create menu. The Save and New button will also be disabled on objects within the class. The only exception to this is when objects are created from an embedded filter in the Unity Client Viewer; Save and New will be available in this instance when Allow Direct Creation is not selected. Not allowing direct creation is often used when an object should not exist unless it is associated with another object. For example, you may not want Issue objects to be created unless they are linked to a Vendor object. Then you would configure Issue objects to be created through a filter in the Vendor object and be automatically linked to the selected vendor.

    Note:

    The Allow Direct Creation option is disabled for extension classes that extend an external class.

    If you want to allow all user to directly create objects, select All User Groups.

    If you want to only grant direct creation rights to specific user groups, select Specific User Groups option and click Configure. Select the check box(es) next to the user group(s) you want to grant access to and click OK.

    You can specify the Screen that is used when objects are created for the class from the Screen displayed while creating an object drop-down select list.

    If you want to allow tracking of changes made to objects within the class on the object's History tab or dialog box, select the Track changes option, which is selected by default. If you do not want to allow changes to be tracked on the object's History tab or dialog box, deselect the option.

    If you want to allow tracking of changes made in attributes of the Text data type on the object's History tab or dialog box, select the Track memo changes option, which is selected by default. If you do not want to allow changes made to attributes of the Text data type to be tracked on the object's History tab or dialog box, deselect the option. In order to use this feature, you must also select the Track Changes option.

    Note:

    Attributes will only be viewable in the History tab or dialog box if the current user has rights to see the attribute in a view. If the attribute does not belong to a view that the user has access to, the History tab or dialog box will not display the attribute.

    Note:

    If there is not a need for tracking, suppressing tracking can save database storage space.

    CAUTION:

    The Track changes and Track memo changes check boxes in this screen will control all attributes associated with the class. If you want to track changes to a specific attribute, select the Track changes check box for the appropriate attribute. See Creating Attributes for further information.

    For more information about tracking attribute changes and notifications, see Unity Viewer Subscription Notification Requirements.

    When the Restrict Object Copy option is selected, the Copy Object button is not available for the current class when objects are accessed in the client.

    Note:

    Once a class is created, you can configure the attributes and views as required by your implementation. See Creating Attributes for more information about attribute configuration.

    If you want System Tasks to be available for the class from a Tasks ribbon for an object or filter results, select the Show System Tasks option.

    If you have triggers configured for the class, you can execute all of the triggers configured for the class that are enabled by clicking the Execute Triggers button. This will update existing objects with the configured trigger(s) action. Alternately, you can right-click on the class in the Repositories pane and select Execute Triggers. If you do not have an enabled trigger configured on the class, the Execute Triggers button and right-click menu is disabled. See Configuring Triggers for more information about triggers.

Each class has a set of accompanying folders. The following is an example of a standard class.

Association classes will not have Mappings or Folders items in this tree view.

Once a class is created, it can be edited by selecting the class in the Repositories pane and making the appropriate changes in the Properties pane. User group permissions can be edited in the User Groups tab in the Properties pane.

Once a class has been created you can associate or extend the class. For more information about creating association classes, see Creating Association Classes. For more information about extending classes, see Creating Extension Classes.