Viewing Documents Assigned to Other Users in a Load Balancing Queue - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Unless you have been assigned documents in a load balancing queue, you will not be able to view documents, by default. In order to view another user's documents:

  1. Right-click on the queue and select See Other User's Documents. The View Other User's Documents dialog box displays.
  2. Select the appropriate user or role from the Select User list.
    Note:

    If you want to view all of the users' documents, select <All>. If you have selected the Show “Assigned To” column for LB Queue option, an Assigned To column is displayed showing who each document is currently assigned to.

    Note:

    If <Unassigned> is selected, only documents that are not assigned to a user are displayed. This option is not supported for the Match Keyword to User Name assignment type.

  3. Click OK. The documents display in the Workflow Document window.
    Note:

    When the Administrator opens a queue, all documents are displayed. In order to see only their own documents, select See Other User's Documents and choose Administrator from the View Other User's Documents dialog box.

    Note:

    When a load balanced queue is configured as Match Keyword to User Name, the View Other User's Documents list only includes the names of members assigned to the selected load balanced queue. The Load Balance Administration dialog box includes all users that have documents assigned to them, regardless of whether they are members assigned to the selected load balanced queue.