Workflow Client Life Cycle View - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The Life Cycle View, or window, in the Client module displays those life cycles and queues to which your user group has been granted rights.

By default, the life cycle window displays in tree view when Workflow is opened, but can be displayed in graphic view by pressing the Change View toolbar button.

Right-clicking the life cycle name gives the following options:

Options

Description

Refresh

Enables you to refresh the life cycle without transitioning the document out of the queue.

Workflow Replay

Enables users with Administrative Processing Privileges to view the status of the life cycle at any given time as well as track a document's progress through the system.

Note:

Currently only available in the Classic User Interface.

Create List Report

Creates a report of all documents in that life cycle. The Document Type is SYS List Contents Report.

For a user with administration rights, the user can select to create the report on either Assigned Documents or All Documents in the selected life cycle. The report will list each queue and the appropriate list of documents based on the user's rights. When this right-click option is selected, a dialog box will display prompting you to select to generate a report based on All Documents or Assigned Documents Only. Click the appropriate button.

If a user does not have administration rights for all queues, the All Documents option will only be applicable to queues for which the user has administration rights.

For a user that has no administration rights, only assigned documents in each queue will be displayed.

When you right-click on a queue, the following options are available:

Option

Description

Refresh

Enables you to refresh the queue.

Create List Report

Creates a report of all documents in that life cycle. The Document Type is SYS List Contents Report.

For a user with administration rights in a load balancing queue, the user can select to create the report on either Assigned Documents Only or All Documents in the selected queue.

If the user does not have administration rights, the report will only list assigned documents.

Perform System Work

Initiates system work configured for the queue to begin.

Execute Timer Work

Executes the timer work associated with the selected timer.

Auto-Work

This option opens the next available document in the queue. Any documents that are opened by other users will be skipped over to access a document that can be worked on. This option is disabled if the queue is using auto-feed functionality. If a queue is configured for auto-feed, this option is only available after Show All Documents is selected.

Note:

This option is only available when Exclusive Document Viewing is engaged on the queue.

Show All Documents

This option is only available for queue configured with the auto-feed option and appropriate rights are granted. This option overrides the auto-feed setting and displays all documents within the queue.

Note:

This option removes any filters applied to the inbox.