Manual Entry - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

To feed a document into a life cycle from a Document Search Results list:

  1. Right-click on the document and select Workflow | Execute Workflow.
  2. If the document is configured for one life cycle, Workflow launches automatically. If the associated Document Type is configured for multiple life cycles, the Choose Life Cycle - [document type name] window displays. In this window, the life cycles and initial queues of those life cycles are listed. Select the appropriate life cycle and click OK.
    Note:

    If a document has been removed from the life cycle by system work, Execute Workflow will not open Workflow or display an error message.

    If you have user rights to the life cycle chosen above, the queue containing the document is selected in the Workflow Inbox and the document is listed in the Workflow Document window. The document added to the life cycle is shown in the Workflow Inbox.

    If a document or group of documents does not have an associated life cycle, the Add Document to Workflow dialog box is displayed. If you want all the selected documents to be added to the same life cycle, select the Apply to All check box. Click Yes to add the document(s). Click No if you do not want to add the document(s) to the life cycle.

    Note:

    If you add a document to a Workflow life cycle for which you do not have rights to the initial queue, the Unable to open Workflow dialog box is displayed, stating The requested Queue does not exist or you do not have rights to open it.

    If the selected document(s) is/are not assigned to a life cycle, the Cannot Add Document to Workflow dialog box is displayed. Click Cancel This Document to cancel the Workflow execution for the current document listed in the dialog box. If multiple documents were selected, you can cancel the Workflow execution for all the documents by clicking Cancel All Documents.

    To import a file from disk into a life cycle:

  3. Select File | Import to open the Import Document dialog box.
  4. Browse to the location of the file and enter the remaining information on the Import Document dialog box.
  5. The document enters the initial queue(s) of the life cycle(s) to which its document type is assigned.
    Note:

    You do not need user rights to the life cycle to put a document into it; you only need rights to the life cycle to see the document.