Action Button - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Upon inserting an action button control into a view, the Create Action dialog box is displayed:

You can choose to configure the button to initiate a WorkView Action and then selecting the action from the drop-down list, or you can choose to configure the button to initiate a Client Side API Script.

The default option for a Client Side API is Blank. When you select it, you will need to configure the script or a rule within the Scripts tab in the Properties pane. To create a rule, follow instructions in Configuring Rules.

Otherwise you can select one of the pre-defined button actions:

Action

Description

Save Object

Saves the object without closing it.

Save & Close Object

Saves and closes the object.

Display Object History

Shows history of the object configured for tracking, such as history, events, Workflow queues, and Workflow transactions.

Display Documents

Shows a list of documents attached to the object.

Upload Document

Allows the user to upload a document and attach it to the object.

Note: When you select a pre-defined action, an OnClick script associated with the button is added in the Scripts tab. It can be further edited and customized.
CAUTION:

OnClick scripts will only function when using the Client Side API Script option. OnClick will not work when used in a WorkView Action.