There are two options for opening the Workflow Inbox in the OnBase Client:
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Click the Workflow Inbox toolbar icon, or
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Select User | Workflow.
The Workflow Inbox displays several main interaction windows. The initial appearance of the screen varies, depending on how it was set up the last time it was used.
Window Name |
Description |
---|---|
Life Cycle View |
Displays all life cycles and queues to which the user has access. Depending on your system's configuration, a number may appear in square brackets next to a queue. This indicates the number of documents currently in that queue. Note:
This window is also called the Workflow window in the Workstation Options dialog box. |
Documents Window |
Lists the documents that are in the queue selected in the life cycle window. If there are no documents in the queue, this window will be empty. Note:
This window is also called the Inbox window in the Workstation Options dialog box. |
User Interaction Window |
Displays the specific work that must be performed by the user in order to process the selected document. This window displays information only if user questions, life cycle or queue help text, message boxes, or HTML forms have been configured. Note:
This window is also called the User Interface window in the Workstation Options dialog box. |
Work Folder Window |
Displays all documents in OnBase that are related to the selected inbox document, based on the criteria configured for the folder type. Note:
This window is also called the Folder window in the Workstation Options dialog box. Note:
A document must be selected in order for the context menu to display in the Work Folder tab. |
Document Viewer |
Displays the selected document. |
Tasks Bar |
Contains icons for the tasks that the user can select to perform on the document. Tasks also appear on the Workflow drop-down list to allow for more space on the desktop. |
Specific display options can be set for this window using the options available on the Workflow Display Options tab of the Workstation Options dialog box. Specifically, the size of this window is controlled by the Percent Workflow parameter.
When a filter is applied to the inbox and columns are resized, column widths are retained. The next time the filter is applied to the inbox, the set column widths will be reflected.