Creating Custom Screens - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

You can configure custom screens to use in conjunction with the Display WorkView Object for Input Workflow action. Screens can be configured to create user prompts that are customized to the Workflow use case needed. When configuring this action, you can specify the screen you want to use to enter data.

Note:

Server-side actions buttons are not supported in conjunction with Workflow.

To create a screen:

  1. Right click on the appropriate class within the Repositories pane and select New | Screen. The Create Screen wizard is displayed.
  2. You can select to either Create New Screen or Redirect From Existing Template.

    If you select Create New Screen, you will be creating a unique screen with a new template and the following dialog box is displayed.

    If you select Redirect Form Existing Template, you will create a screen that redirects to an existing template in the system. and the following dialog box is displayed. Select the Template to which you wish to redirect from the drop-down list. Other screens, views, and template configured in the class will be available for selection.

  3. Enter the Name and Description for the new screen. Click Next.
  4. If you want to assign rights for the screen to all user groups assigned to the class, click Add All Assigned to Class.
  5. If you want to assign specific user groups to the screen, select a user group from the drop-down list and click Add.
  6. Click Next.
  7. Click Finish.

Once a screen is created, it can be configured like a view, using the View Designer to add controls. Screens are displayed in the Screens folder under their class in the Repositories pane. The class' default screen is not displayed in the folder and cannot be edited. See WorkView View Designer for more information.