User Group Configuration for Workflow - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Configuring Workflow requires access to life cycles and queues. Depending on the design, you may require access to queries, note types, folder types, system tasks, ad hoc user tasks, or any combination of these.

The ability to view documents in a life cycle is controlled at the queue level. If a user has rights to a life cycle queue, they will also have rights to view all the documents in that queue, regardless of their security rights (i.e., security keyword assignments).

To view documents within Workflow, users need to have access to at least one Document Type as well as privileges to retrieve / view documents. The Document Type to which the user is given access does not need to contain any documents, nor does it need to be associated with the Life Cycle. The user also does not need access to the Retrieval dialog.

Note:

To add life cycles to the user group, the workstation must have a Workflow module license.

To Assign Workflow Life Cycles and Queues to a User Group:

  1. In the OnBase Configuration module, select Users | User Groups/Rights.
  2. Select the user group that will be assigned life cycle and queue rights.
  3. Click Workflow to open the Assigning Workflow for [user group] dialog box.
  4. When the Use Workflow Configuration Rights option is selected, you must select the Execution Rights tab. The Available for Selection list contains all of the Workflow life cycles currently stored in the system. To add a life cycle to the rights of the users, select the life cycle in the Available for Selection list and click Add. All queues within the life cycle are automatically highlighted and added.
  5. The Selected for Group list contains all of the life cycles and queues currently assigned to the user group. A life cycle or work queue can be removed from the user group by highlighting the life cycle or queue in the Selected for Group section and clicking Remove.
  6. Click Close.
    Note:

    In order to grant access to specific queues, the user group must have rights to the life cycle that contains the queues.

In addition, you can grant life cycle rights to user groups by right-clicking on a life cycle in the configuration tree and selecting User Group. You can assign user groups to the selected life cycle.