Creating the Class - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

To create an association 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 Association Class.
  4. Select the First Class you want to associate from the drop-down list.
  5. Select the class you want to associate with the first class selected from the Second Class drop-down list.
  6. The Name field will automatically be populated with the name of the first class and the name of the second class, separated by an X. For example, if you associated an Employees class with an Issues class, your associated class name would automatically display as EmployeesXIssues. This naming convention enables you to easily determine which classes belong to a given association class. If you prefer, you can rename the class anything you want.
  7. If you want to edit the automatically generated name, deselect the Auto generate class name based on associated classes option and edit the Name.
  8. Click Next.
  9. If you want to assign rights for the class to all user groups assigned to the application, click Add All Assigned to Application.
  10. If you want to assign specific user groups to the class, select a user group from the User Groups drop-down list.
  11. Click Add.
  12. 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.

  13. Click Next.
  14. Click Finish.
    Note:

    The view will pull information from classes that it is associated with and can be retrieved through a filter. Attributes, Forms, and Document Types cannot be configured for an association class.