Integration for Microsoft Outlook 2016 and Integration for Microsoft Outlook 2019 - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

If your OnBase system is licensed for Integration for Microsoft Outlook 2016 or Integration for Microsoft Outlook 2019, you can open the Unity Workflow interface from these modules by clicking the Workflow toolbar button.

Workflow e-mail notifications can also be configured to allow users to execute Workflow ad hoc tasks directly from an Outlook e-mail message.

Before creating this type of e-mail notification, ensure that:

  • You have a functioning OnBase Application Server.

  • The Hyland Distribution Service is installed.

  • You are using Core-based Workflow.

To create an e-mail notification that allows users to execute Workflow ad hoc tasks directly from an Outlook e-mail message:

  1. Create and configure a Workflow e-mail notification with the Add Outlook Header check box selected.
  2. Add the e-mail notification you created in step 1 to the system work of a queue, using one of the following action types:
    • Notify - Send Notification

    • Notify - Send Notification with This Document

  3. Create and configure ad hoc tasks with the Available in Outlook check box selected.