Security - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Access to documents via Workflow is accomplished by a combination of assignments made at the document type, life cycle, and work queue level. Specifically:

  • Document types must be configured for use in a specific life cycle.

    In the Configuration module, select Document | Document Types, select the desired Document Type and select Life Cycles. Assign the desired life cycles at the Life cycles dialog box.

    Users must be granted rights to a specific life cycle, as well as each queue within that life cycle, in order to view documents within those queues.

  • In the Configuration module, select Users | User Groups and Rights. Select the desired user group and select Workflow. Assign the desired life cycles and queues at the Assigning Workflow for <user group> dialog box.

CAUTION:

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