Assign/revoke System Tasks to/from Document Types - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

System tasks are visible in the Tasks Bar when viewing a Document Type that has been associated with that task. Document Types can be assigned in the Workflow Tree Configuration dialog box or in the Document Types dialog box.

To associate a system task to a Document Type in the Document Types dialog box:

  1. Select Document | Document Types.
  2. In the Document Types dialog box, select the Document Type name to configure and click System Tasks.
  3. In the Task List Selection dialog box, select the task(s) in the Available list and click Add>>. When finished, click Close.
  4. On the Document Types dialog box, click Close.