Configuring Related Documents - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Related documents are associated with a life cycle within a Work Folder. A Work Folder is based on a folder type. This folder type must have the following settings:

  • Must be set as a Workflow folder type.

  • Must be dynamic.

  • Have the appropriate document type(s) assigned to link to a life cycle.

  • Have the similar Keyword Types configured that will link the documents and related documents together in a life cycle.

  • Allow access to user groups that need to see the related documents by giving them appropriate folder type rights.

If the primary document has multiple values for a Keyword Type that is assigned to the Work Folder, all documents, including the primary document, that have any of the values assigned to it will be pulled into the Work Folder as a related document. If the primary document should not be included in the Work Folder, the Exclude Primary Document option should be selected for the Workflow folder type.

For more information concerning configuring folder types, see the Folders documentation.

Once a folder type is configured appropriately, it must be associated with the life cycle in OnBase Studio. See Life Cycle General Options for more information.

Note:

When a Workflow folder type is associated with a life cycle, the folder type cannot be deleted.