Copying Workflow Settings for User Groups - 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 copy Workflow settings from one User Group to another. These settings include the following:

  • Workflow Life Cycles and Work Queues

  • Workflow System Tasks

  • Workflow Ad Hoc User Tasks

To copy Workflow rights to another User Group:

  1. Select Users | User Groups/Rights. The User Groups & Rights dialog box is displayed.
  2. Select the User Group from which you want to copy rights.
  3. Click Copy. The User Group Copy Options dialog box is displayed.
  4. Enter a new User Group Name that will inherit the selected settings from the existing User Group.
  5. Select the User Group Settings to Copy of the existing User Group that you would like your new User Group to inherit.
    Note:

    You do not have to choose all settings assigned to the existing User Group.

  6. Select Retain Copy Options to save the selected settings for a future User Group you will create.
  7. Click Copy.