Creating Objects from the Web Client - 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 have rights to create objects, when an application is open, a Create button is available. When clicked, a Create WorkView Object dialog box is displayed, listing all of the objects you can create. Click on the desired class to create an object for that class, enter the data, and save the object.

Objects also can be created from an open document in the Web 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 Web Client, open a document.
  2. Right-click on the document and select WorkView | Create Object. The Create Object dialog box will display. Alternately, objects can be created from PDF and OLE documents by selecting Process | WorkView | Create Object from the menu.
  3. Select the appropriate object type from the list of object types configured for the associated Document Type.
  4. Click OK. The new object will display.
  5. 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.