Right-Click Menu - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Right-click the Workflow toolbar to display menu options. If an option is activated, a check mark appears in front of the menu item. Restore Default Display is the only item that does not display a check mark because it performs a function as soon as it is clicked.

Menu Options

Description

Life Cycle View

Displays the life cycle view.

Document

Displays the Document Inbox window.

User Interaction

Displays the User Interaction window.

Work Folder

Displays the Work Folder window.

Tools

Displays the Workflow toolbar.

Display

Show Grippers

Displays the window grippers and causes the Toggle Grippers icon to appear active on the Workflow toolbar.

Lock Window Positions

Locks the current window positions. The lock icon on the Workflow toolbar appears active. While locked, the Restore Default Display option is not available.

Restore Default Display

Selecting this option causes a confirmation message box to appear. Select Yes to restore the Workflow Inbox to its default display. Select No to close the message box without making any changes.

Show Second Pane

Opens a second window that displays items from the Workflow Work Folder window and is the target for Doc – Display This/Related Document actions. If the second window is already opened, the option will be disabled.

Close Second Pane

Closes the second window that displays items from the Workflow Work Folder window and is the target for Doc – Display This/Related Document actions. If the second window is already closed, the option will be disabled.

Defaults

The following options are available when viewing an image file:

If you have the second pane displayed, each of these options will be available for the Primary Pane and Secondary Pane respectively.

Set Default Page

Allows you to open multi-page image files to the same page each time an image displays in the viewer. Navigate to the page to display, right-click the inbox toolbar, select Defaults | Set Default Page.

Clear Default Page

Clears the default page settings. All images now open to the first page.

Set Default Zoom

Allows you to set a zoom level that remains constant across documents in a queue. Zoom an image to a desired setting, right-click the inbox toolbar and select Defaults | Set Default Zoom.

Clear Default Zoom

Clears the default zoom settings. Images open to their actual size.

Set Default Rotation

Sets the rotation of the page displayed by default. You must set the Set Default Page option to the page you want to be auto-rotated by default. When a page in the document has had a rotation saved for it (via Process | Save Rotation), the default rotation will not be applied.

Default rotation is reset when a Workflow session ends.

Any rotation set via the Set Default Rotation option overrides any rotations set via the Save Rotation as Default for Page option.

Clear Default Rotation

Clears the current default rotation setting.

Note:

For toolbar button identification and descriptions, see Workflow Toolbar.