Importing New Data - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

You can import life cycles into a database that have been exported from another database using the Import new data feature.

To import new data:

  1. Click Import new data in the Workflow Import dialog box.
  2. If you have conducted an import previously, a message stating The Import will add/replace the Life Cycle definition(s). The current definition of any pre-existing imported Life Cycles will be written to a backup in case it needs to be restored. Only one backup may exist at a time. Any existing backup will be overwritten. Do you want to continue? displays. Click Yes to overwrite the backup files and continue with the import process. Click No to cancel the import process.
  3. The Workflow Configuration Import dialog box displays. Enter a path to file in the Import File Name field. You also can browse to the file using the ellipsis button.
    Note:

    Ensure the file you selected is not a resolution file.

  4. Click OK.
  5. Resolve any life cycle or queue conflicts. See Conflict Resolution for more information about conflict resolution.
  6. Resolve Document Type conflicts or any other conflicts. You can also save your session at this point.
  7. When the import has completed successfully, the Import Completed Successfully dialog box displays.
  8. Click OK. Complete the necessary post import activities. See Post Import Activities for more information.
    CAUTION:

    If a document belonging to the SYS System Overlay Images Document Type is imported during a Workflow import, and it has the same description as a document found in the destination database, the existing document is used for overlay. If no match is found, a new document is created from the import XML file and stored into the database.