Steps for the Set Action - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

If you selected Set as the Action during trigger configuration, the following screen is displayed:

  1. Select the type of attribute you want to use as the source. You can use an attribute that is local to the object's class, you can select a relationship attribute, or you can define a calculation to perform.
    Note:

    Calculated Attributes cannot be used as a source attribute.

  2. If you selected Local Attribute, the following will display:

    Select the attribute you would like to use as the source. Only attributes configured with the correct data types for the selected Action will be available for selection.

    If you selected Related Attribute, the following displays:

    Select the Relationship attribute that you want to use as the source and then select the Attribute that you want the Relationship attribute to point to and use as the source attribute. Only relationship attributes are displayed that are configured in the class to which the trigger belongs.

    Note:

    The source must be configured to continue to the next step.

    If you selected Calculation, the following is displayed:

    Enter an appropriate Calculation. You can click Show List to display supported macros, functions, and attributes that can be used in the calculation equation.

    1. The All tab will show all options available. The Attributes tab shows all the attributes available for the class. The Functions tab shows the available actions. The Macro tab shows the available macros. Once placed in the field, you can hover over the option to see a description and the required syntax. See Calculation Equation Tools for more information about available functions and macros.
      Note:

      When performing logic on floating point attributes, enclose each floating point attribute within CDbl() to ensure it is parsed correctly.

  3. Click Validate Syntax to check the calculation for invalid syntax.
  4. Click Next.
  5. You can select the target to be a Local Attribute or a Related Attribute.

    If you selected Local Attribute, the following is displayed:

    Select an Attribute from the drop-down list that you want to use as the trigger's target.

    If you selected Related Attribute, the following is displayed:

    Select the Relationship attribute that you want to use as the target and then select the Attribute that you want the Relationship attribute to point to and use as the target attribute. Only relationship attributes are displayed that are configured in the class to which the trigger belongs.

  6. Click Next.
  7. Click Finish.