Workflow - Workflow - English - Foundation 22.1 - OnBase - Premier - Standard - external - Premier - Standard - OnBase/Workflow/English/Foundation-22.1/Workflow - 2023-09-25
Product
Workflow
Platform
OnBase
Release
Foundation 22.1
License
Premier
Standard
Documentation Notice
Overview
Workflow Overview
Applications
Medical Insurance Payment Processing
Accounts Payable
Proof of Delivery Audit
Loan Processing
Electronic Forms
Licensing
Simplified Licensing
Legacy Licensing
Workflow Licensing
The Information Management Concurrent Client License
Combined Workflow/WorkView Licensing
How Combined Licensing Works
Workstation Registration
Workflow Installation
Requirements
General Requirements
Module-Specific Requirements
Licensing
Pre-Installation
Installation
Sending Notifications Using the Hyland Distribution Service
Using the Core-Based OnBase Client Interface
Application Server Overview
Defining the Application Server
Workflow Web.config Settings
Viewer Vars
Workflow Unity Client Configuration File Settings
Command Line Switches and .ini Settings
Command Line Switches
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
INI File Settings
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Recovery
Configuration
External Files
Module related .INI Options
Web.config
Troubleshooting
Queue Logging
Purge
Restricted Purge
Unavailable Application Server
User Interaction Window
Diagnostics Console
On Demand Diagnostics (ODD)
Configuring Message Sources
Viewing Troubleshooting Messages
Setting the Log to Refresh Automatically
Assigning Access for Users
Firefox and the Separate Viewer Layout
Upgrade Considerations
Workflow Upgrade Considerations
Contacting Support
Studio Installation
Requirements
General Requirements
Pre-Installation
Installation
Installer Options
Installing OnBase Studio
Connection Strings in Web.config
Name
ConnectionString
SQL Server Connection String Tokens
Oracle Connection String Tokens
ProviderName
Connection String Examples
SQL Server Examples
Oracle Examples
Change, Repair, or Remove an Installation
Running the Installer From the Command Line
Feature Names
Properties
Installing the 64-bit Studio
Post-Installation
Using the System Browser for IdP
Upgrade Considerations
Studio Upgrade Considerations
Troubleshooting
Editing the Configuration File
Enabling Diagnostics Console Logging
Trusted Certificates
Language Support
Contacting Support
Configuring the Distribution Service
Configuration Overview
Using the Distribution Service with Document Distribution
Configuration
Configuring the Email Sending Unity Scheduler Task
Creating Tasks
Configuring Tasks
Enabling the Distribution Service
Enable Email Automation
Send Attachments
Users Configuration Requirements
Configuring Test Mode
Adding Support for Multiple Data Sources
Configuring EML Transfer Encoding
Configuring the Distribution Service to Save Notifications as E-Mail (EML) Files
Sending Notifications in HTML Format
Sending Unity Forms
Configuring a Temporary File Cache
Configuring Retry Settings
Configuring Maximum Recipients
Configuring Default Sender Options
Displaying the User Who Triggered the Notification as the Sender
Configuring Attachment Options
Configuring Email Server Settings
Generating and Sending Test Notifications
Viewing Reports in the Unity Management Console
Troubleshooting
Logging Information to the Diagnostics Console
Messages Are Not Sent
Workstation Registration Not Found
"No Count" Is On
Version Mismatch
Message Content and Attachments Are Reversed
Unity Forms Limitations
Windows User Account Control Statement
Configuration Module Workflow Administration
Administration
Locks
Lock Configuration
Adding and Removing a Document Type in a Workflow
Adding
Verification Reports
Removing a Document Type
Configuring Related Documents
Relating Documents by Document Handle with Folders
User Group Configuration for Workflow
Copying Workflow Settings for User Groups
Service Accounts
Configure Life Cycles
Granting a User Rights to Configure All Life Cycles
Configure custom queries, VB scripts, folder and notes
Assign or revoke rights to Custom Queries
Gain access to the Workflow inbox and workstation options
To gain access to the Workflow inbox, but deny the right to the Execute Workflow right-click menu outside of Workflow
Change viewing privileges to life cycles and queues in the Workflow inbox
Assign or revoke life Cycle privileges
Change privileges to Ad Hoc Tasks, Web/API Tasks and System Tasks
Assign or revoke privileges to Ad hoc Tasks
Assign Web/API Tasks to a User Group:
Assign or revoke privileges to System Tasks
Assign/revoke System Tasks to/from Document Types
Grant Administrative Processing Privileges
Granting Workflow Log Purging Privileges
Configuration Rights
Importing Life Cycles
Importing New Data
Resuming Saved Session
Conflict Resolution
Understanding Conflicts
Life Cycle Conflicts
Queue Conflicts
Naming Conflicts Dialog Box
Resolving Document Type Conflicts
Resolving User Form Conflicts
Resolving Other Conflicts
Retesting Conflicts
Custom Query Resolution
Creating Reports
Saving Sessions
Resolutions from File
Orphaned Documents
Post Import Activities
Setting Workflow to Initiate Upon Import
Setting Workflow to Initiate Upon Re-indexing
Disabling the Autofill Prompt for the Re-Index Document Action
Managing Timers
Keyword Locking in Workflow
Workflow Doctor
Report Issues
Fix System Errors
System Interaction
Database
Security
EDM Services
Integration for Microsoft Outlook 2016 and Integration for Microsoft Outlook 2019
Office Business Application for 2016 and Office Business Application for 2019
Virtual Print Driver
Studio - Workflow Configuration
Overview
Getting Started in Studio
Pre-Plan
Life Cycle and Queues
Configuring Work, Tasks, and Timers
Graphic Layout
Document Types, Keywords and Folders
Assign Rights
Test Your Workflow
Flow Control Options
Conditional Branching
Looping
Breaking Execution
Design Concepts
Queues that Create Output Files
A --> B --> C
Queues That Feed an External System
A --> B --> C
A --> Wait Queue --> B --> C
Queue Recoverability
Performance Concepts
Keyword Type Group
Performing Sub Functions Using Function Call Life Cycles
Providing Constant Movement of Documents
Consolidating Work Loads
Setting Related Document Keyword Values
Alternatives for Modifying Keywords
Using E-Forms
Definitions
Actions
Action Types
Ad Hoc User Task
Work Items
Life Cycle
Notification
Property
Queue
Rules
Rule Type
Task List
System Work
User Work
Ad Hoc User Tasks
Web/API Tasks
Timer Work
System Task
On Abort Task Lists
Events
Timers
Transitions
User Form
User Work
Web/API Task
Workflow Document Security
WorkView Security with Workflow
Launching OnBase Studio
Connecting to Repositories
Using Repositories in OnBase Studio
Searching the Repositories Pane
Filtering Life Cycles
Creating a Life Cycle
Types of Life Cycles
Creating a Life Cycle for Documents
Creating a Life Cycle for Agenda Items, Meetings, Plan Review Projects, External User Requests, or Medical Records Charts
Creating a Life Cycle for Managed Folders
Creating a Life Cycle for Message Items
Creating a Life Cycle for WorkView Objects
Canceling Item Creation
Checking Life Cycles In and Out
Checking In
Checking Out
Studio Logging
Life Cycle General Options
Configuring Life Cycles to Support Ownership
Ownership and Coverage
Ownership and Load Balancing
Assigning User Groups to a Life Cycle
Assigning Document Types to a Life Cycle
Assigning Managed Folder Types to a Life Cycle
Assigning an Application Class to a Life Cycle
Configuring a Life Cycle Icon
Password Protecting Life Cycle Configuration
Copying Life Cycles
Creating Queues
Configuring Queues
MRM Queue Options
Allowing Users to Override the Auto-Feed Setting
Understanding Auto-Feed Locks
Assigning User Groups to a Queue
Assigning an Icon to a Queue
Advanced Options
Work Folder
Portfolio Type
Default Template
VB Script to Execute on Selected Document
Inbox Refresh Rate (seconds)
Sort Documents By
User Privileges
Queue Monitoring
Configuring Filter Options for a Queue
Configuring Filters for Life Cycles that Route Documents
Use Only Selected Filters
Available Filters
Default Filter
Display Filtered Document Count
Configuring Filters for Life Cycles that Route WorkView Objects
Use Only Selected Filters
Available Filters
Default Filter
Display Filtered Document Count
Coverage Tab
Configuring a Load Balancing Queue
Configuring Members
Configuring Users as Members
Configuring User Groups as Members
Configuring Roles as Members
Load Balancing Queue Options
Allocated Percentage
By Priority
In Order
Keyword Based
Match Keyword to User Name
Rules Based
Load Balancing Work
Shortest Queue
Load Balancing Considerations for Institutional Databases
Creating Transitions
Creating Actions
Adding
Configuring
Copying and Pasting Actions
Creating Rules
Adding
Configuring Rules
Copying and Pasting Rules
Reverting Changes to Actions and Rules
Creating API Tasks
API Task Properties
Creating System Tasks
Copying and Pasting System Tasks
Creating Ad Hoc Tasks
Using an Existing Ad Hoc Task
Configuring Ad Hoc Task Lists
Additional Task List Options
Password Protection
Configuring Shortcut Keys for Ad Hoc Tasks
Assigning User Groups to an Ad Hoc Task
Icon
Copying and Pasting Ad Hoc Tasks
Creating Filter Rules for Ad Hoc Tasks
Configuring Rules
Copying and Pasting Rules
Adding a Task to the Ad Hoc Task List
Creating Task Lists
Assigning User Groups to a Task List
Icon
Adding a Task to the Task List
Copying and Pasting Task Lists
On Abort Task Lists
Creating On Abort Tasks
Configuring On Abort Task Lists
Task Options
Display Name
Help Text
Break On
Continue Execution After Transition
Additional Options
Creating Shortcuts
Deleting Actions, Rules, Task Lists, or Timers
Renaming Life Cycles, Queues, Actions, Rules, Task Lists, or Timers
Linked Actions, Rules, Task Lists, Tasks, and Timers
Creating Events
Queue Events
Queue Event Categories
Item Removed from Queue
Assignment Changed
Ownership Changed
Watermark Limit Reached
Life Cycle Events
Life Cycle Event Categories
Item Removed from Life Cycle
System Events
Creating System Events
Configuring System Events
Mapping Properties
Task List Options
Break On
Additional Options
Documentation
Adding Tasks to Events
Configuring Roles
Documentation Tab
Generating Documentation for Life Cycles
Creating Custom Templates for Documentation Generation
Configuration Overview
Understanding Required Files
Understanding Tags
Understanding Fragments
Configuring Templates in Microsoft Word
Configuring Table Fields
Accessing Tag Information in OnBase Studio
Configuring the Required XML File
Installing the Template
Life Cycle Graphical Layout
Creating Queues in the Design View
Aligning Shapes in Design View
Creating Transitions
Formatting Connectors
Formatting Line Thickness
Creating a Snapshot of the Design View
Viewing Properties
Deleting and Renaming
Configuring Unity Scheduler Timers
Copying and Pasting Timers
Resetting the Cache after Editing Timers
Managing Timers
User Forms
User Forms and the Workflow Property Bag
User Forms in the Core-Based Workflow
Modify and Deleting User Forms
Finding References
Creation and Modification Logging
Adding, Moving, or Removing Work Items
Creating Configuration Reports
User Group Rights
User Group Configuration for Workflow
Copying Workflow Settings for User Groups
Service Accounts
Configure Life Cycles
Granting a User Rights to Configure All Life Cycles
Configure custom queries, VB scripts, folder and notes
Assign or revoke rights to Custom Queries
Gain access to the Workflow inbox and workstation options
To gain access to the Workflow inbox, but deny the right to the Execute Workflow right-click menu outside of Workflow
Change viewing privileges to life cycles and queues in the Workflow inbox
Assign or revoke life Cycle privileges
Change privileges to Ad Hoc Tasks, Web/API Tasks and System Tasks
Assign or revoke privileges to Ad hoc Tasks
Assign Web/API Tasks to a User Group:
Assign or revoke privileges to System Tasks
Assign/revoke System Tasks to/from Document Types
Grant Administrative Processing Privileges
Granting Workflow Log Purging Privileges
Workflow Doctor
Defining Doctor Options
Doctor Results
Exporting Doctor Results
Adding a Workflow Repository Value
Configuring Window Titles
Configuring Window Titles Definitions
Configuring Global Window Titles
Configuring Life Cycle and Queue Window Titles
Comparing Workflow Repository Tree Items
Navigating Differences Found
Creating a Report of Differences
Displaying Item Differences
Configuring Web Services
Interface Translations
Export and Import Considerations
Exporting
Importing
Orphaned Items
Configuration Troubleshooting
Debug Breakpoints
Editing Keyword and Property Values at Debug Breakpoints
Disable Rules and Actions
Generate Reports
Configuration Report
List Contents Report
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Studio - Workflow Actions
Workflow Actions
Considerations for Actions
User Interaction
Keywords
Properties
Finding Actions
Agenda Manager Category
Set Property from Field
Set Value
Application Automator Category
Get Storyboard Result
Option: Property Name
Option: Storyboard
Option: Values
Run Storyboard
Option: Property Name
Option: Automator Use
Option: Storyboard
Option:Values
Approvals Category
Add Approver at Current Level
Option: Approval Process
Option: Prompt for Approver
Option:Approval User
Option: Approval Role
Add Auto Approved User
Option: Approval Process
Option: User
Approve/Reject Item
Option: Life Cycle
Option: Approval Queue
Option: Status
Option: User
Assign First Approvers
Option: Approval Process
Option:Prompt for Approvers
Option: Specific Approvers
Custom Approval Log Entry
Option: Approval Process
Option: Log Text
Option: Symbols Used
Escalate Expired Approvals
Option: Life Cycle
Option: Approval Queue
Option: Escalate to this approver
Remove Item from Approval Process
Option:Approval Process
Replace Approval Status at Current Level
Option: Life Cycle
Option: Approval Queue
Option: User
Option: From Status
Option:To Status
Replace Approval User
Option: Life Cycle
Option: Approval Queue
Option: Replaced Approver
Option: Replaced With
Send Item to Previous Approval Level
Option: Approval Process
Send Reminder Notifications
Option: Life Cycle
Option: Approval Queue
Option:Sender Address
Set Property to Approval Users
Option: Property Name
Option: Approval Process
Option: Status
Option: Use real name
Biometric Scanning Category
Display Biometric Scanner
Option: Biometric Scanner Type
Option: Biometric Scanner Location
Option: User can change the Bioscan Location
Option: Name of Property to Store Biometric Scan Location
Option: Name of Property to Store Biometric Scan Data
Document Category
Add Document to Active Medical Form Packet
Add Document to Gateway Caching Server
Add Document to New Medical Form Packet
Add Document to Scan Queue Process
Option: Select Scan Queue
Option: Select Status Step
Apply External Clinical Document Lock
Assign Document to Reading Group
Option: Create New Assignment
Option: Select Reading Group
Option:New Revision Should Use Existing Settings
Option: Target
Attach Document to Patient/Chart
Auto-Folder Document
Option: Target
Option: Folder Type
Setting Document Types to Auto-Folder in Workflow
Burn Redaction Notes
Option: Delete Redaction Notes after Creating
Option: Convert Redacted Image to Black and White
Option: Fill Document Handle Keyword(s)
Option: Display Redacted Image
Check In Document
Option: Target
Check Out Document
Option: Check In After Task Execution
Option: Target
Complete Medical Form Packet
Copy Document
Option: Keywords
Option: Fill Document Handle Keyword(s)
Option: Copy Note(s)
Option: Initiate Workflow
Usage Considerations
Create Discussion Thread
Option: Post Subject
Option: Post Body
Option: Display Post for Edit
Create Document from Document Template
Option: Document Template
Option: Keywords
Option: Fill Document Handle Keyword(s)
Option: Initiate Workflow
Create E-Form Child Work Items
Option: Keyword Record
Option: E-Form
Option: Keyword Type
Option: Inherit Keywords
Option: Fill Document Handle Keyword(s)
Option: Children enter this Life Cycle/Queue
Option:Transition to Queue when children complete
Option: Delete existing child work items
Option: Copy persistent property bag to child work items
Create Note
Option: Note Contents
Option: Note Type
Option: Note Position
Option:Width and Height
Option:Display Note Text for Edit
Option: Place Note On Page
Option: Get Note Type from Property
Option: Allow User to Cancel
Create or Update Agenda Item From Document
Option: Agenda Item Information Mapping
Create PDF/TIFF File
Option: File Type
Option: DPI
Option: Keep Color
Option: As Rendition of Active Document
Option: As New Document
Option:Document Type
Option: Inherit Keywords
Option: Inherit Note(s)
Option: Initiate Workflow
Option: Break processing on failure
Create Release of Information Request
Request Information Tab
Patient Information Tab
Requester Information Tab
Create SAP Work Item
Create WorkView Object from this Document
Option: Save Object ID to Property
Delete Document
Option: Abort Processing After Delete
Option: Target
Delete Note
Option: Get Note Type from Property
Display Document
Option: Target
Option: Default Behavior
Option: Use Primary Pane
Option: Display in Separate Window
Option: Use Top-Level Window
Display Folder for Document
Display Medical Record Chart Pop
Exclude from Document Retention
Export to Network Location
Option: Source
Option:Export
Option: Network Location
Option: Compressed File Properties
Option: Break Processing on Failure
Document Tab
Option: Document Name
Option: File Format
Option: Page Options
Option: Annotation and/or Note Icon On Document
Option:Note Text On Document
Option: Export Notes with Document
Index File Tab
Option: Index File Name
Option:Index File Properties
Option: Field Configuration
Option: Field Delimiters
Option: Primary Field Separators
Option: Secondary Field Separators
Feedback to Revenue Cycle Management
Generate Document Packet
Packet Template
Override Archive(d) Document Type
Keywords
Display Package Content Selection Window
Property for document handle of generated package
Import Document
Option: Default Document Type
Option:Enable Document and File Type Combo Boxes
Option: Keywords
Option: Inherit Keywords
Option:Fill Document Handle Keyword(s)
Options Tab
Option: Display Document
Option:Default Initiate Workflow
Option: Allow Modify Keywords
Option: Enable Initiate Workflow
Option: Copy Document Handle to Property
Using this Action with WorkView
Option: Application
Option:Class
Option: Initial Keyword Mappings
Option: Suppress keyword update on Document Type change
Option: Attach the uploaded document to the WorkView object
Option: Copy document handle to document attribute
Mark As Ready for Document Transfer
Place Hold on Managed Folder
Option: Hold Set
Option: Hold Reason
Option: Reason Text for Hold
Post Event on Managed Folder
Option: Event Set
Option: Post Event
Option: Event Date
Print Batch
Option: Folder Type
Option: Print Queue
Option:Print Format
Option: Show Print Dialog
Option: Print First Revision
Option:Include Current Document in Batch
Print Document
Option: Print Queue
Option: Print Format
Option:Show Print Dialog
Option: Print First Revision
Option: Print Specific Pages
Option: Target
Purge Document
Option: Action will purge only documents having a file format of 'Electronic form', 'Virtual Electronic Form', 'Unity Form', or 'Image Form'.
Option: Action will purge any document
Option: Abort Processing After Purge
Queue Document for OCR
Option: None
Option: Advanced Capture
Option: Target
Re-Index Document
Option: Remove Documents from Current Workflow Locations
Option:Reinsert Document into Workflow
Option: Enable Reverse Keyset Lookup
Option: Break Processing on Cancel
Option: Display Document Type Read-Only
Option: Display Keywords Read-Only
Option: Default Document Type Group
Option: Default Document Type
Option: AppEnabler
Reload Item
Reload Keywords
Remove Document from Reading Group
Option: Remove from All Reading Groups
Option: Remove from Selected Reading Group
Option: Remove All Revisions
Option: Target
Remove Document from All Medical Form Packets
Remove Exclusion from Document Retention
Remove External Clinical Document Lock
Remove Hold on Managed Folder
Render Statement
Run Script
Option:VB Script
Option: Refresh document after script has executed
Send Document Event
Send Document to Secure Package
Option:Directory Path
Option: Exported File Name
Send Item to Pocket
Set Document Type
Option: Document Type
Option: Get Document Type from Property
Option:Keep Only Common Keywords
Option: Target
Set Folder and Template
Option: Folder Type
Option: Use This Template
Option: Get Template to Use from Keyword
Option: Suppress Screen Refresh
Set Related Item's Priority to This Item's Priority
Option: Active/Related Document in this Life Cycle
Option: Related Documents in this Life Cycle
Set Text Encoding
Option: Target
Option: Text Encoding
Sign Document
Option: Do Not Break Processing
Split Document
Option: File Format
Option: Splitting Style
Option: Inherit Keywords
Option: Fill Document Handle Keyword(s)
Option: Inherit Notes
Stamp Version
Option: Do Not Break Processing
Submit Report Capture Batch
Option: Report Capture Properties
Option: Report Capture Document Types
Submit Report Capture Batch for Inpatients
Option: Report Capture Properties
Option: Report Capture Document Types
Update Document Name
Update Document Retention Status
Option: Mark for Purging
Option: Increment Retention Period Based on Document Type
Option: Do not Purge, Do not Increment Retention Period
Option:Increment Retention Period by Value
Option: Retention Period Unit
Update WorkView Object
Option: Save Object ID(s) to Property
Upload to DocuSign
Option: Launch Embedded Sending in supported clients
Option: Allow User Input if DocuSign Configuration does not have Keytype mappings
Option: Upload as a Draft Envelope
Option: Get Email Subject from Property
Option:Get Email Body from Property
Option: Target
Electronic Plan Review Category
Log Event
Open/Close Project
Set Property from Field
Set Value
Email Category
Create Document from Email
Option: File Format
Option:Archive Document
Create Documents from Attachments
Option: Document Type
Option: Keyword Mapping
Option: Attachment Property Mapping
Remove Attachments from Email
Option:Archive Document
Option: Included Embedded Attachments
Set Property from Email Metadata
Option: Property Name
Option:Property Value
Option: Set property to all value instances
External Access Category
Create External User
Set Property to Field
Set Security Keyword
Option: Use this user request field
Option:Condition
Option: Set Security Keyword
Set User Group
Option: Select a User Group
Set Value
Option: Field to set
Option: Obtain value from
Foldering Category
Transition to Final Disposition
Forms Category
Create E-Form
Option: Form Type
Mapping Keyword Types with Constant Values or Properties
Option: Keyword Type
Option: Copy document handle to property
Option: Display For Input
Option:Save Form On Submit
Option: Initiate Workflow on Submit
Inherit Keywords Tab
Option: Inherit Keywords
Option: Fill Document Handle Keyword(s)
Incremental Parallel Upgrade Process (IPUP) Environmental Considerations
Interaction with E-Forms in Workflow
Keyword Validation in OnBase
Create Form
Option: Form Type
Mapping Keyword Types with Constant Values or Properties
Option: Keyword Type
Option: Copy document handle to property
Option:Display for Input
Option: Allow User to Discard Changes and Continue Execution
Option: Allow User to Discard Changes and Cancel Execution
Inherit Keywords Tab
Option: Fill Document Handle Keyword(s)
Image Form Tab
Option: Form Language
Incremental Parallel Upgrade Process (IPUP) Environmental Considerations
Display E-Form for Input
Option: Cancel Form Applies To
Display Form for Input
Option: Allow User to Discard Changes and Continue Execution
Option: Allow User to Discard Changes and Cancel Execution
Option:Cancel Form Applies To
Display HTML Form
Option: Target
Option: Form
Option:Auto-Generate Form Configuration
Option: Hide Cancel Button
Option: Fill HTML fields with document keyword and property values
Option:Allow Form To Dynamically Add Keyword Fields
Using Multi-Instance Keyword Type Groups
Display HTML Form (Unity Form)
Option: Target
Option:Form Type
Option: Fill form fields with keyword and property values
Option: Allow user to discard changes and continue execution
Option:Allow user to discard changes and cancel execution
HIS Messaging Category
Add Message Item to Other Life Cycle
Option: Life Cycle
Option: Copy persistent property bag to transitioned item
Apply Mapping to Message Item
General Tab
Option: Target
Option: Message Item Type
Option: Mapping
Option: Property Name Containing Error Message
Related Tab
Lock Related Item
Apply Transformation to Message Item
Option: Message Item Type
Option: Transformation
Option: Container Item Name
Option: Include Workflow Properties
Apply XPaths to Message Item
Option: Message Item Type
Option:XPath
Option: Property to Hold XPath Result
Option: Set property to all value instances
Option: Property Name Containing Error Message
Call LOB Broker Operation
General Tab
Option: Server
Option: Data Source
Option:Operation
Option: Request Schema
Option: Response Schema
Option: Update
Option: Request Message Item Type
Option: Response Message Item Type
Response Options Tab
Option: Retry Count
Option: Container Item Name
Option: Property Name Containing Error Message
Option: Property Name Containing Message Item Status
Call REST Off-Ramp
General Tab
Option: Rest Off-Ramp
Option: Operation
Option: Request Message Item Type
Option: Response Message Item Type
Option: Container Item Name
Option: Property Name Containing Error Message
Option: Property Name Containing HTTP Status
Option: Property Name Containing Message Item Status
Option:Property Name Containing Response
Properties Tab
Options Tab
Option: Retry Count
Option: Break processing for the response status code
Option: Break processing on failure
Option: Request timeout (seconds)
Call SOAP Off-Ramp
General Tab
Option: WSDL
Option: Service
Option: Port
Option: Operation
Option: Request Message Item Type
Option: Response Message Item Type
Option: Container Item Name
Option: Property Name Containing Error Message
Option: Property Name Containing Message Item Status
Options Tab
Option: Retry Count
Option: Break processing on failure
Option: Break processing on SOAP faults
Option:Request timeout (seconds)
Create Document from REST Resource
General Tab
Option: REST Off-Ramp
Option: Operation
Option: Property Name Containing Override Location URI
Option: Network Staging Location
Option:Property Name Containing Error Message
Option: Property Name Containing HTTP Status
Option: Property Name Containing Document Handle
Document Details Tab
Option: Document Type Group
Option: Document Type
Option: Get File Extension from
Properties Tab
Create Message Item from Document Content
Option: Message Item Type
Option: Life Cycle
Publish Message to HIS Message Broker
General Tab
Option: Message Project
Option: Message Type
Option: Property Name Containing Message ID
Option: Ignore missing Keyword Types on Document Type
Include Current Document
Option: Include Related Documents
Option: Use Session Property Bag
Related Tab
Option:Lock Related Item
Save Message Item as a Document
General Tab
Option: Get Document body from
Option: Get File Extension from
Document Details Tab
Option: Document Type Group
Option: Document Type
Option: Keyword Type
Option: Copy document handle to property
Option: Initiate Workflow
Send Published Message to LOB Broker
Option: Property Name Containing Message ID
Option: Server
Option: Data Source
Option: Operation
Option:Update
Option: XPath for Identifying Data Error Responses (optional)
Option: Use Session Property Bag
Serialize Object to XML Message
General Tab
Option: Message Item Type
Option: Life Cycle
Option: Include Current Document
Include Related Documents
Option: Use Session Property Bag
Related Tab
Lock Related Item
Set Active Container Item
Option: First Item
Option: Last Item
Option: Preceding Item
Option: Item Matching Name
Set Message Item Response
Option: Use active container item
Option: Use container item with name
Option: Use message text
Set Properties from Message Item
Option: Property Name
Option: Header
Option: Query Parameter
Option: URL Parameter
Option:On-Ramp Property
Option: Set property to all value instances
Split Message Item Into Child Work Items
Option: Message Item Type
Option: XPath
Option: Life Cycle
Option: Transition to Queue when children complete
Option: Delete existing child work items
Option: Copy persistent property bag to child work items
Keyword Category
Add Keyword
Option: Keyword Type
Option: Keyword Value
Option: Target
Add Keyword Record
Option: Keyword Record
Option: Keyword Values
Autofill Keyword Set
Option: AutoFill Set
Option: Second Keyword Type (Optional)
Option: Keep Existing Values
Option:Replace Secondary Values When Only One Instance Exist
Option: Prompt user if multiple records exist
Compare and Copy Keyword Records for This and Related Items
Option:After Comparison
Option: Keyword Record
Option: Comparison
Option: Copy
Copy Keyword
Option: Source Keyword
Option: Destination Keyword
Copy Keyword from Related Item
Option: Source Keyword
Option: Destination Keyword
Copy Keyword Record
Option: Source Keyword Record
Option: Destination Keyword Record
Option: Search Criteria
Option: Keyword Mappings
Copy Keyword Records from Related Item
Option: Source Keyword Record
Option: Search Criteria
Option: Destination Keyword Record
Copy Keyword Records to Related Item
Option: Source Keyword Record
Option: Search Criteria
Option: Destination Keyword Record
Copy Keyword to Related Item
Option: Source Keyword
Option: Destination Keyword
Copy Keywords from/to Related Item
Option: Copy Keywords
Option: Keywords
Options
Option: Keep all existing keyword values
Option: Keep existing values for common keywords
Option: Keep existing values for selected keywords
Option: Delete all existing keyword values
Option: Delete existing values for common keywords
Option: Delete existing values for selected keywords
Option:Do not delete existing values if new values are blank
Create Autofill Record
Option: AutoFill Keyword Set
Option: Target
Delete All Keywords of Certain Type
Option: Target
Option: Keyword Type
Option: Get keyword type from property
Delete Autofill Record
Option:AutoFill Keyword Set
Option: Keyword Type to Search
Option: Value To-Be-Deleted Comes From
Delete Keyword
Option: Target
Option: Keyword Type
Option: Keyword Value
Option: Allow Wildcards
Delete Keyword Record
Option: Keyword Record
Option: Search Criteria
Increment/Decrement Keyword
Option: Target
Option: Keyword Type
Option: Amount
Option: Increment
Option: Decrement
Option: Count only business days using Calendar
Keyword Record - Begin
Option:Keyword Record
Option: Get keyword record from property
Keyword Record - End
Option: Keyword Record
Option:Get keyword record from property
Modify Keyword Record
Option: Keyword Record
Option: Search Criteria
Option: Keyword Values
Replace Keyword
Option: Keyword Type
Option:Old Keyword
Option: New Keyword
Option: Delete All Existing Values
Using This Action With Multi-Instance Keyword Type Groups
Set Autofill Value
Option: AutoFill Keyword Set
Option: Second Keyword Type (Optional)
Option: Keyword Type to Set Value
Option: Keyword Value
Set Autofill Value From Keyword
Option: AutoFill Keyword Set
Option: Second Keyword Type (Optional)
Option: Keyword Type to Set Value
Set Entry to Queue Date Equal to Autofill Value
Option: AutoFill Keyword Set
Option: Second Keyword Type (Optional)
Option: Keyword Type to Set Value
Set Entry to Queue Date Same as Keyword
Option: Keyword Type
Option: Get keyword type from property
Set Keyword Same as Entry to Queue Date
Option: Keyword Type
Set Keyword to User Name
Option: Target
Option: Keyword Type
Option: Get keyword type from property
Option: Use Real Name
Set Keyword Value from Autofill Value
Option: AutoFill Keyword Set
Option: Second Keyword Type (Optional)
Option: Keyword Type to Set Value
Set Related Document's Keyword Equal to This Document's Keyword
Option: Keyword Type
Option: Get keyword type from property
Set This Document's Keyword Equal to Related Document's Keyword
Option: Source
Option: Keyword Type
Option: Get keyword type from property
Store Related Item Count in Keyword
Option: Keyword Type
Medical Records Category
Set Analysis or Coding Complete for Chart
Option: Complete the chart in the coding queue
Option: Complete the chart in the analysis queue
Option: Complete the chart only if it is unassigned
Notifications Category
Set Notification Recipients to Property
Option: Property Name
Option: Distribution ID
Option: Set property to
Property Category
Copy Property
Option: Property Name
Option: To another property
Option:To E-Form Field
Option: To XML Path
Copy Property to/from Form Field
Option: Property Name
Option: Form Type
Option: Form Field Name
Option: Copy to Form Field
Option: Copy From Form Field
Increment/Decrement Property Value
Option: Property Name
Option: Amount
Set Entry to Queue Date Same As Property Value
Option: Property Name
Set Keyword from Property Value
Option: Keyword Type
Option: Property Name
Option: Add as new keyword value
Option: Replace existing keyword value
Option: Delete Keyword if Property does not exist or is blank
Set Multiple Property Values
Option: Property Name
Option: Property Name
Option: Keyword
Option: Work item property
Option: Current date/time
Option: Current user name
Option: User group name(s) of current user
Option: Constant value
Option: From E-Form Field
Option: From XML Path
Option: Set property to all value instances
Set Property to Repository Value
Set Property to Expression
Option: Property Name
Option: Expression
Supported Operators
Adding Comments
Functions
Testing Expressions
Option: Expression
Option: Variables
Option:Add & Remove
Option: Test
Set Property Value
Option: Target
Option: Property Name
Option: Keyword
Option: Work item property
Option: Current date/time
Option: Current user name
Option: User group name(s) of current user
Option: Constant value
Option: From E-Form Field
Option: From XML Path
Option: Set property to all value instances
Set Property Value from Keyword Record
Option: Property
Option: Keyword Record
Option: Search Criteria
Option: Keyword Type
Option: Set property to all keyword value instances
Set Property Value to Note Content
Option: Property Name
Option: Note Type
Option: Set property to all notes
Store Related Item Count in Property
Option: Property Name
ShareBase Category
Add Document to ShareBase Folder
Option: Target
Option: ShareBase Profile
Option: Folder Path Configuration
Option: Folder Name
Create ShareBase Folder
General Tab
Option: ShareBase Profile
Option: Parent Folder Configuration
Option: New Folder Name
Option: Monitor New Documents
Indexing Tab
Option: Use Document Type:
Option: Use Scan Queue:
Option: Keyword Values
Delete ShareBase Folder
Option: ShareBase Profile
Option: Folder Path Configuration
Option: Folder Name
Option: Delete Only if Empty
Set Property to ShareBase Notification Link
Option: ShareBase Profile
Option: Folder Path Configuration
Option: Folder Name
Option: Link Expiration
Option: Link Security
Option: Recipients
Option: Rights
Option: Save ShareBase Link to Property
Option: Save ShareId to Property
SharePoint Category
Add Document to Content Source
Option:Content Source
Option: Target
Create Subsite
System Category
Add Item to Other Life Cycle
Option: Target
Option:Life Cycle
Option: Queue
Assign Ownership
Option: Target
Option: Assigned in Life Cycle
Option: Queue
Option:Set New Owner To
Assign to User
Option: Assigned in Life Cycle
Option: Load Balancing Queue
Option: Assignment Type
Prompt Tab
Option: Use the Following Custom Prompt
Break Processing
Option: Break Current Task List
Option:Break All Processing for Current Item
Option: Break All Processing for Top-Level Item
Option: Break Workflow Timer Execution
Upgrading from a Previous Version
Call WCF Service
Testing the Web Service
Options Tab
Option: Break processing on failure
Option: Break processing on method declared service faults
Option:Request timeout (seconds)
Option: Use the following endpoint location
Authentication Tab
Option: The service requires authentication
Call REST API
Configuring Call REST API
General Tab
Testing the Call REST API
Authentication Tab
Option: Basic Authentication
Option: API Key
Option: Bearer
Option: Cookie
Request Tab
Adding or Modifying a Header
Adding a Schema Object or Field
Response Tab
Adding or Modifying a Header
Adding a Response
Adding a Response Object or Field
Options Tab
Option: Break processing on failure
Option: Allow Cookies
Option: Request timeout (seconds)
Call Web Service
Testing the Web Service
Option: Invoke method in a separate application Domain Setting
Options Tab
Option: Break processing on failure
Option: Allow Cookies
Option: Request timeout (seconds)
Option: Use the following end point URL instead of the one in the WSDL
Proxy Tab
Option: Use the following proxy server
Authentication Tab
Option: The service requires authentication
Available Protocols
Call Web Service using MS SOAP Toolkit
Option: Convert
Cancel Content Composer Bundle
Option:Content Composer Profile
Process ID Property Name
Cancel Report Capture Batch
Option: Batch ID
Compose Document
Option:Document Composition Template
Option: Use All Settings Configured for Template
Option: Override Template Settings
Option: Use Automated Document Generation
Create Batch
Custom Workflow Trace Messsage
Create Collaboration Workspace
Option: Collaboration Template
Option: Inherit Template Settings
Option: Add document to workspace
Custom Log Entry
Option: Log Text
Delete All Child Work Items
Display Message Box
Option: Message Text
Display URL
Option:URL
Option: Parameter
Option: Test
Enable/Disable Workflow Trace
Execute Program
Option: Command Line
Generate Content Composer Bundle
General Tab
Option:Content Composer Profile
Use Specified Bundle
Option: Bundle From Property
Preview Bundle
Serialization Tab
OnBase Serialization for Content Composer
Include Workflow Properties
Option: Include Current Document
Option:Include Related Documents
Related Tab
Option:Lock Related Item
Promote Disk Group
Option: Use Document Disk Group
Option: Use Specified Disk Group
Option: Use Disk Group From Keyword
Queue IHE Message
Option: Register XDS Document (ITI-42)
Option:Provide XDR Document (ITI-41)
Rebalance Item
Option: Life Cycle
Option: Load Balancing Queue
Rebalance Queue
Option: Life Cycle
Option:Load Balancing Queue
Refresh Display
Remove Item from All Life Cycles
Option: Target
Option: Break Processing
Option: Remove All User Assignments
Option: Remove Persistent Properties
Remove Item from Life Cycle
Option: Target
Option: Life Cycle
Option: Get Life Cycle from this Property
Option: Break Processing
Option: Remove All User Assignments
Option: Remove Persistent Properties
Remove Ownership
Option: Target
Option: Assigned in Life Cycle
Option: Queue
Remove User Assignment
Option: Assigned in Life Cycle
Option: Load Balancing Queue
Option: Assignment Type
Resume Content Composer Bundle
Content Composer Profile
Process ID Property Name
Update Bundle With Revised Documents
Run Unity Script
Option: Target
Option: Script
Option:Refresh item after script has executed
Option: Script
Send HL7 Message
Option:Property
Option:URL
Option:Value
Sending Text Transcriptions
Sending WorkView Attributes
Send Web Request
Protocols
Option: File Protocol
Option: FTP Protocol
Option: HTTP Protocol
Option: Request Settings
Option: Headers
Option:Response Settings
Option:Headers
Options Tab
Option: Break processing on failure
Option: Allow Cookies
Proxy Tab
Authentication Tab
Option: No authentication
Option: Use the current users credentials
Option: Use the following credentials
Send Notification
General Tab
Option: Attachment
Option: Notification
Option: Do Not Show Global Notifications
Option:Get Notification from Property
Option: Priority
Option: Sender Address
Option: Language
Option: Get Language from Property
Tracking Tab
Option: Save the Distribution ID
Set Child Work Item as Complete
Option:Set this item as complete
Option: Set this item and all peers as complete
Set Portfolio and Template
Option: Portfolio Type
Option: Use This Template
Option: Get Template to Use from Keyword
Option: Suppress Screen Refresh
Set Priority on Item
Option: Target
Option: Priority Value Comes From
Option: Active/Related Document in this Life Cycle
Transition Item
Option: Target
Option: Life Cycle
Option:Source Queue
Option: Destination Queue
Option: Remove All User Assignments
Unlink Master Patient Index Number
Option:Use Assigning Authority
Option:Document Keyword
Option:Attribute Name
Unlink Medical Record Number
Option:Use Assigning Authority
Option:Document Keyword
Option:Attribute Name
Unlink Medical Record Number (Legacy)
WorkView Category
Add to Display Message
Option:Application
Option: Class
Option: Text to Append
Option: Clear message text first
Close Object
Option: Current Item
Option:Get Object Id from Property
Create New Object
Option: Application
Option: Class
Option: Automatically relate to current working object
Option: Copy common attribute values from current object
Option: Copy all attached documents from current objects
Option:Attribute Values
Option: Display New Object
Option: Create object with inactive status
Option: Save new object ID in property
Create Object Association
Option: Application
Option: Association Class
Option: First Object Association
Option: Second Object Assignment
Option:Save new object ID in property
Delete Object
Display WorkView Object
Option: Object Display Option
Determining Displayed Object
Option: Current Item
Option:Get Object ID from Property
Display WorkView Object for Input
Option: Application
Option: Class
Option: Screen
Option: Display Object
Option: Cancel Behavior
Log Event on Object
Option: Application
Option: Class
Option: Event Text
Field value
Related Filters
System date/time
Current user
Workflow property
Option: Event Type ID (optional)
Modify Object Class
Send WorkView Notification
Custom/Dynamic Notification Options
Field value
Related Filters
System date/time
Current user
Workflow property
Users
Groups
Adding Attachments
Option: Source
Option: Options
Set Attribute Value(s)
Set Multiple Property Values from WorkView
Option: Application
Option: Class
Option: Property Name
Option: Attribute value
Option: Constant
Option: Calculation
Functions
Macros
Supported Operators
Option: Template
Set Filter Options
Set Property From Attribute
Option: Property Name
Option: Application
Option: Class
Option: Attribute Value
Option: Template
Field value
Related Filters
System date/time
Current user
Workflow property
Suppress Screen Action
Option: Application
Option: Class
Option: Screen Action
Related Tab
Related Tab for Unity Life Cycles
Related Tab
Lock Related Item
Related Tab for Standard Life Cycles
Related Tab
Option: Document Handle
Option: Document Type
Option: Folder Type
Option: Associated Primary Document (Applicable to Work Folder documents only)
Option: Require All Common Keywords Present on Primary Document
Option: Lock Related Document
Last Execution Result Behavior for Related Items
Records Management's Effect on the Last Execution Result
Document Category
Keyword Category
Property Category
System Category
Document Category
Keyword Category
Configuring Life Cycles Compatible with versions 11.0 and Earlier
Studio - Workflow Rules
Workflow Rules
Considerations for Rules
Finding Rules
Application Automator Category
Check Storyboard Status
Option: Property Name
Option: Status
Agenda Manager Category
Check Field Value
Related Entity Exists
Approvals Category
Check Item Approval Level
Option: Approval Process
Check Item Approval Status
Option:Approval Process
Option: Status
Check User Approval Status
Option: Approval Process
Option: Status
Option: User
Item in Approval Process
Option: Approval Process
Document Category
Active Medical Form Packet Exists for Chart Document
Check Document File Format
Option: File Format
Option: Check the latest revision only
Option: Check the default rendition only
Check Document Tracking Status
Check Document Type
Option: Document Types
Option: Get Document Types from Property
Check Document Type Group
Option:Document Type Groups
Option: Get Document Type Groups from Property
Check External Report Capture Status
Option: Batch ID
Option: Report Capture Batch Status to Check
Check for Patient/Chart
Check Priority on Item
Option: Target
Option: Priority Value
Option: Operator
Option: Check on Item in this Life Cycle
Check Text Encoding
Option: Text Encoding
Document Assigned to Reading Group
Document Exists Within Medical Form Packet
Document Was Signed by the User
Option: This User
Option: Member of this Group
Option: User name contained in Keyword
Option: User name from Property
DocuSign Envelope Completed
Option:Target Status
Executed In
Note Exists
Option: Note Type
Option: Get Note Type from Property
Related Folder Contains Documents
Option:Folder Type
Run Script
Option: VB Script
Signature Is Valid on Document
Signature Is Valid on Form
Option: All Signatures Must be Valid
Option: Form Type
Option: Form Field Name
WorkView Object Exists
Option: Save Object ID(s) to Property
Email Category
Attachment Exists
Option: Exists
Option: Does Not Exist
Option:Included Embedded Attachments
Electronic Plan Review Category
Check Field Value
Related Entity Exists
EIS Messaging Category
Check Published Message Complete
General Tab
Option: Property Name Containing Message ID
Option:Status
Response Handling Tab
Option: Message Project
Option: Message Type
Option: Map
Option: Create Workflow Message Item
Option: Unity Script
Option: Property Name to hold most recent error message
Option: Use Session Property Bag
Compare Message Item Type
Option: Message Item Type
Keyword Category
Autofill Row Exists
Option: Autofill Keyword Set
Option: First Keyword Type to Search
Option: Second Keyword Type (Optional)
Check Autofill Value
Option: Autofill Keyword Set
Option: First Keyword Type to Search
Option: Second Keyword Type (Optional)
Option: Keyword Type to Check
Option: Operator
Option: Compare To
Option: Allow Wildcards
Check Date Autofill Value
Option: Autofill Keyword Set
Option: First Keyword Type to Search
Option: Second Keyword Type (Optional)
Option: Keyword Type to Check
Option: Date Value D2
Option: Relationship between D1 and D2
Check Date Keyword
Option: Target
Option: Date Value D1
Option: Date Value D2
Option: Relationship between D1 and D2
Check Keyword Value
Option: Target
Option: Keyword Type
Option: Currency Format
Option: Operator
Option: Value
Option: Allow Wildcards
Compare Keyword Records for This and Related Item
Option:Comparison Mode
Option: Keyword Record
Option: Keyword Record on Related Item
Option: Keyword Mappings
Compare Keyword Values for This and Related Document
Option: Active Document Keyword Type
Option: Operator
Option: Related Document Keyword Type
Option: Get Keyword Type from Property
Compare Two Keywords
Option: Keyword Type
Option: Get Keyword Type from Property
Option: Operator
Keyword Record Exists
Option: Keyword Record
Option: Search Criteria
Keyword Value Exists
Option: Target
Option: Keyword Type
Option: Get Keyword Type from Property
Option: Keyword Value Exists
Option: Keyword Value Does Not Exist
Medical Records Category
Check Chart Data on This Chart
Check Date Data on This Chart
Document Type Exists on This Chart
Option:Document Type
Notifications Category
Check Notification Complete
Option: Distribution ID
Property Category
Check Date Property Value
Option: Date Value D1
Option: Date Value D2.
Option: Relationship between D1 and D2
Option: Property (D1) as DATETIME if selected, otherwise as DATE
Check Property Value
Option: Property Name
Option: Operator Type
Option: Case insensitive
Option: Keyword Type
Compare Two Properties
Option: Property Name
Option: Operator Type
Option:Case insensitive
Option: Property Name
Option: All values must exactly match the criteria
Property Exists
Option: Property Name
System Category
Audit Sample
Option: Percent to Pass
Check Child Work Item Status
Option: In Progress
Option: Complete
Check Content Type
Option: Target
Option: Content Type
Check Item Count for Queue
Option: Queue
Option: Operator
Option: Item Count
Option: Count Items
Check Last Execution Result
Option:Desired result
Check Ownership
Option: Owned in Life Cycle
Option: Queue
Option: By User
Evaluate Expression
Option: Expression
Supported Operators
Adding Comments
Functions
Testing Expressions
Option: Expression
Option: Variables
Option:Add & Remove
Option: Test
Has Child Work Items
Is Child Work Item
Option: Use Parent Item for Tasks
Is First or Last Item
Option: First Item
Option: Last Item
Is User in User Group or Role
Option: Current User
Option:User Name
Option: User Group
Option: User Role
Item Assigned to User
Option: Target
Option: Assigned in Life Cycle
Option: Load Balancing Queue
Option: Assigned User, Group or Role
Item Has Been in Life Cycle
Option: Target
Option: Life Cycle
Item Has Been in Queue
Option: Target
Option: Life Cycle
Option: Queue
Item in Particular Life Cycle
Option: Target
Option: Life Cycle
Option: Use Related Items For Tasks
Item in Particular Queue
Option: Target
Option: Life Cycle
Option: Queue
Option: Use Related Items For Tasks
Item in Workflow
Option: Target
Option: Use Related Items For Tasks
Option: Anywhere in Workflow
Option: In One of the Following Queue(s)
Item Has Been Owned Longer Than
Option:Owned in Life Cycle
Option: Queue
Option: Item has been owned by one User for more than
Prompt User with Question Box
Option: Question Text
Symbols Used
Option:Keyword Type to Store Answer
Option: Prompt Button Text
Option: Cancel Applies Only to Current Task List
Option: Hide Cancel Button
Related Item Does Not Exist
Related Item Exists
Option: Use Related Items For Tasks
Option: Allow User To Choose Items For Task Execution
Option: Evaluate to true when
Run Unity Script
Option: Script
Option:Refresh item after script has executed
WorkView Category
Check Attribute Value
Option: Application
Option: Class
Option: Attribute Name
Option: Against Value
Option:Previous Value was Changed From
Check Object Class
Option: Object class is in application
Option:Object is in a specific Class (optional)
Option: Get class name from property
Option: Match any extensions of the specified class
Option: Match any siblings of the specified class
Data Set Contains
Option: Application
Option:Class
Option: Data Set
Option: Against value
Object Is New
Related Tab
Related Tab for Unity Life Cycles
Related Tab
Option: Portfolio Type
Option: Portfolio Relation
Option: Ad Hoc Portfolio Relation
Option: Lock Related Item
Related Tab for Standard Life Cycles
Related Tab
Option: Document Handle
Option:Document Type
Option: Common Keyword Types
Option: Folder Type
Option: Associated Primary Document
Option: Require All Common Keywords Present on Primary Document
Option: Lock Related Document
Configuring Life Cycles Compatible with versions 11.0 and Earlier
Studio - Notifications
Configuring Notifications
Configuration Overview
Creating New Notifications
Viewing Existing Notifications
Checking Notifications In and Out
Checking In
Checking Out
Configuring the Subject
Archived Notifications
Archived Notifications Keyword Types
Configuring Archived Notifications
Configuring Recipients
Configuring Settings
Cut, Copy, and Paste in Notifications
Creating Content for Plain Text Notifications
Creating Content for Formatted Notifications
Inserting an Image
Formatting Text
Font
Size
Font Color
Highlight Color
Style
Alignment
Indentation
List Styles
Configuring the Concatenated Decimal Numbered List
Page Color
Tables
Inserting a Table
Drawing a Table
Creating a Custom Table
Resizing a Table
Deleting Table Content
Deleting Tables
Hyperlinks
Inserting a Hyperlink
Editing a Hyperlink
Splitting the Editor Pane
Reverting Changes to Notifications
Converting Plain Text Notifications to Formatted Notifications
Editing an Existing Notification
Renaming a Notification
Generating a Test Notification
Publishing a Formatted Notification
Using Versions of a Formatted Notification
Spell Check
Supported Dictionaries
Notification Shortcuts
Studio Administration
Studio Administration Overview
Connecting to Repositories
Configuring Repository Properties
Configuring the Environment Value Management URL
Configuring the Administration Portal Web Application URL
Refreshing Repositories
Expanding and Collapsing Items in the Repository Pane
Viewing Items in the Designer Pane
Unity Projects
Creating a Unity Script Project
Unity Script Project Properties
References Tab
Properties Tab
Versions Tab
Permissions Tab
Creating a Unity Library Project
Unity Library Project Properties
References Tab
Versions Tab
Permissions Tab
Opening an Existing Unity Project
Managing Unity Projects
Configuring the Default Diagnostic Level for a Unity Script
Monitoring Unity Project Usage
Monitoring Unity Script Performance Statistics
Clearing Script Performance Statistics
Deleting Unity Projects
Recovering a Deleted Unity Project
Exporting a Unity Script or Unity Library
Exporting an Assembly
Importing an Assembly
Unity Integrations
Creating a New Integration
Unity Integration Properties
Renaming an Integration
Deleting an Integration
Reactivating a Deleted Integration
Configuring Portfolio Types
Configuring Portfolio Relations
Wizard Options
Relating Documents to Content Composer Bundles
Relating Documents to Documents
Configuring a Document Type Relationship
Configuring a Workflow Filter Relationship
Relating Documents to Entity Items
Relating Documents to WorkView Objects
Custom Keyword Type Mapping
Relating Entity Item to Documents
Relating Message Items to Content Composer Bundles
Relating Message Items to Documents
Relating Message Items to WorkView Objects
Relating WorkView Objects to Content Composer Bundles
Relating WorkView Objects to Documents
Relating WorkView Objects to WorkView Objects
Creating Portfolio Types
Searching in Studio
Search Options
Search Results
Exporting Search Results
Output Tab
Shortcuts
The Reset Server Cache Button
Studio Options
General
Doctor
Workflow
Action/Rule Categories
WorkView
Script Editors
Managing Locks
Output Window
Controlling the Interface Display
Using the Quick Access Toolbar
Spell Check
Studio - Item Generators
Configuring Item Generators
Creating Generators
Creating Generator Sets
Executing Generators and Generator Sets
Administrating Generator Batches
Using Change Control
Exporting
Export Considerations
Exporting a Configuration
Importing
Import Considerations
Importing a Configuration
Auto Resolution
Save and Load Decisions
Save Decisions
Load Decisions
Filtering Change Tracking Columns
Operators
Drop-Down Lists
Custom Filter Selection
Org Charts and Calendars
Workflow Org Charts and Calendars
Org Chart Concepts
Product Rights
Configuring an Org Chart
Creating Roles
Assigning a Role to an Employee
Calendar Concepts
Business Calendars
Shift Calendars
Coverage Queue
Business Days
Configuring Calendars
Configuring the Business Calendar
Configuring Holidays
Configuring User Calendars
Configuring Users to Modify Calendars
Copying Calendars
Org Charts and Calendars in Studio Workflow Configuration
Assigning an Org Chart
Assigning Queue Coverage
Configuring Calendars and Org Charts in Institutional Databases
Calendar Usage in the Client
Keyword Record Begin/End and Multi-Instance Groups
Using Multi-Instance Groups with Keyword Record Begin/End
Limitations and Requirements
Procedures for Configuration
Example
Example
Example
Workflow Data Provider Configuration
Workflow Data Provider Types
Adding a Workflow Activity Data Provider Type
Adding a Workflow Configuration Data Provider Type
Adding a Workflow Inbox Data Provider Type
Converting Classic Workflow to Core-Based Workflow
Overview
Configuration Items not Supported by Core-Based
Case-Sensitive Property Names
System Work and System Tasks that Require User Interaction
Deprecated Actions
Client API
Legacy Timers and the Workflow Server
Converting Timers
Converting Legacy Timers
Converting Unity Scheduler Timers
Converting Standard Life Cycles to Unity Life Cycles
Converting Life Cycles
Legacy Licensing Information
Licensing for Customers previous to 2007
Workflow Licensing
Combined Workflow/WorkView Licensing
How Combined Licensing Works
Best Practices
Workflow Best Practices
General Design
General Performance
Related Documents
Filters and Filter Rules
Keywords and Properties
Scripting
Timers
E-Forms and User Forms
Servers
Load Balancing and Ownership
Working with the Document Transfer Module
OnBase Client Usage
Workflow Document Security
Administrative Tasks
Registering a Workstation
Verifying and Revoking Workstation Registrations
Clearing Excess Workstation Registrations
Workstation Cleanup
View Current Users
Workflow Inbox Windows
Workflow Client Life Cycle View
Tree View
Graphic View
Workflow Client Documents Window
Display Columns in Single Queues
Show Combined View
Workflow Client User Interaction Window
Workflow Client Work Folder Window
Workflow Client Document Viewer
Terminal Session
Client Menu for Workflow Application
Changing the Default Rotation of Pages
Restoring the Default Layout
Using the Client Toolbar in Workflow
Classic User Interface
Classic User Interface Deprecation Statement
Changing the Layout of the Inbox Windows
Right-Click Menu
Click and Drag Window Positioning
Document Count Displayed
Core-Based User Interface
Changing the Layout of the Inbox Windows
Right-Click Menu
Click and Drag Window Positioning
Pinning
Viewing Document Results
Workflow Approval Management in the Core-Based Interface
Viewing Approval Queues
Show Documents for All Approvers
Work Folder Sorting
Filters in Combined View
Shortcut Keys
Workflow Toolbar
Processing Documents
System Work
User Work
Timer Work
Automatic Timer Execution
Manual Timer Execution
Ad hoc Task Work
Executing Ad hoc Tasks on Related Documents
Tasks Bar
Locating Documents in a Life Cycle
Document Search Results List
List Contents Report
Viewing Documents Assigned to Other Users in a Load Balancing Queue
Moving Documents within a Load Balancing Queue
Reassigning Documents for Match Keyword to User Name Queues
Administrating Ownership
Entering Documents into a Workflow
Input Processors
Importing Documents
Creating New Documents
Manual Entry
Forms Processing
Document Retention
Host Emulation
Remote Entry/Internet
Notifications
Supporting Documents in Workflow
Re-Indexing Documents in Workflow
Interaction with E-Forms in Workflow
Keyword Validation in OnBase
Workflow Document History
Workflow Queues
Workflow Transactions
Filtering Workflow Tabs
Generating a Document History Report
Workstation Options for Workflow
Workflow Display Options
Workflow Server Queues
Workflow System Monitor
Workflow Log
Purge
Restricted Purge
Web Workflow
Workflow Document Security
Accessing the Workflow Screen
Opening Workflow From Documents
Defining the Layout
Resizing and Pinning the Workflow Window
Restoring the Workflow Window to the Default Settings
Adding Documents to Workflow
Life Cycle View Tab
Adding Life Cycles and Queues to Favorites
Workflow Approval Management: Viewing Approval Queues
Filtering
Refreshing Queue Counts
Process Flow
Inbox Tab
Show All Documents
Show All Documents in an Approval Queue
Workflow Settings
Disabling the Combined Inbox
Show Combined View
Filters in Combined View
Create List Report
Generate CSV File
Ownership
Workflow History
Workflow Queues
Workflow Transactions
Determining What Queues an Item Is In
Data Lists in Workflow Tabs
Filtering Items in Data Lists
Grouping Items in Data Lists
Sorting Items in Data Lists
Work Folder Tab
Configuring the Second Pane to Display by Default
Portfolios
Templates
Filters
Document Viewer
User Interaction Tab
Performing Ad Hoc Tasks
Performing Ad Hoc Tasks on Related Documents
Entering Documents into a Workflow
Importing Documents
Creating New Documents
Re-Indexing Documents
Running System Tasks
Viewing Documents of Other Users
Queue Administration
Reassign Items
Rebalance Items
Change Ownership
Returning to the Web Client Main Window
Understanding Auto-Feed Locks
Allowing Users to Override the Auto-Feed Documents Setting
Closing the Application While a Task is Executing
Closing the Workflow Window
Closing the Web Client
Shortcut Keys
E-Form Interaction
Interaction with E-Forms in Workflow
Keyword Validation in OnBase
Workflow Trace
Unity Workflow
Workflow Security
Opening the Unity Workflow Interface
Viewing Life Cycles and Queues
Searching for Life Cycles and Queues
Refreshing a Life Cycle or Queue
Add a Queue to a Personal Page
Creating a List Report
Workflow Approval Management: Viewing Approval Queues
Process Flow
Disabling the Process Flow Pane
Viewing an Item in a Queue
Filtering the Inbox
Display Columns in Single Queues
Manually Route Item
Re-Index Documents
Ownership
Execute Script Task
Override Auto-Feed
Executing Ad Hoc Tasks
User Interaction
Executing Ad Hoc Tasks on Multiple Items
Sending Links to Life Cycles and Queues
E-Mailing Links to Life Cycles and Queues
E-Mailing Links to Documents
Creating Desktop Shortcuts to Life Cycles and Queues
Combined Inbox Settings
Filters in the Combined Inbox
Working With Related Items
Portfolios
Executing Ad Hoc Tasks on Related Items
Interaction with E-Forms in Workflow
Queue Administration
Rebalance Queues
Rebalance Items
Reassign Items
Change Owners
Filtering Load Balanced Members
Performing System Work
Executing Timer Work
Viewing Items in Load-Balanced Queues
View the Inbox of Another User
Determining What Queues an Item Is In
Determining the Status of Parent or Child Items
Changing the Workflow Layout
Arranging Panes
Click and Drag Pane Positioning
Pinning
Primary Viewer and Secondary Viewer Tabs
Managing User Group Layouts
Reordering Tasks in the Workflow Ribbon
Workflow User Options
General Options
Layout Options
Workflow Startup Display Options
Persistent Workflow Filters
Document Workflow History
Workflow Queues
Workflow Transactions
Performing Tasks and Accessing Related Items Outside of Workflow
Entering Items into a Workflow
Running System Tasks
Developer Tab
Editing Keyword and Property Values at Debug Breakpoints
Editing Keyword Values
Editing Property Values
Editing Collection Properties
Adding Property Bag Entries
Deleting Property Bag Entries
Close the Workflow Layout
Integration with Fulcrum Biometrics Scanners
Usage - Unity Client