Using Actions - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

If actions are configured for a screen or a particular view, a button for each action configured will be displayed in the Tasks ribbon.

To execute a configured action, simply click on the corresponding button. When an action is executed, the data in the object is automatically saved. Actions are completely configurable and vary by system.

Note:

In addition, when in the Workflow interface in the Unity Client, WorkView actions are available within the Workflow ribbon when an object is open that has an action associated with it. A WorkView Actions drop-down menu is available within the Tasks ribbon group.