Creating Objects from the Unity Client - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Objects can be created from an open document in the Unity Client. Objects can only be created from documents that belong to properly configured Document Types. Depending on how the Document Type is configured, keyword values may be populated automatically into attribute fields. To create an object from an open document:

  1. In the Unity Client, from an open document or document search result list, right-click on the document and select WorkView | Create Object. The Create Object dialog box will display.
  2. Select the appropriate object type from the list of object types configured for the associated Document Type.
  3. Click Submit. The new object will display.
  4. Enter information into the object and save the object.
    Note:

    The document from which the object was created will only be attached to the object if it was configured to auto-attach. If it was configured to auto-attach, the document will be placed in the Static Folder located on the Documents tab of the object.