Creating New Notifications - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

To create a new notification:

  1. Perform one of the following tasks:
    • From the Start Page, click Create Notification.

    • In the Notifications ribbon, click New.

      The New Notification wizard is displayed:

    The New Notification wizard is displayed:

  2. Click Workflow. The What style of notification would you like to create? screen is displayed.
  3. Depending on the type of notification you want to create, choose one of the following options:
    • Formatted- Allows you to create notifications with formatted text, images, and hyperlinks.

    Note:

    Formatted notifications are not supported in the OnBase Client Classic Workflow interface. Formatted notifications cannot be translated using Interface Translations.

    • Plain Text- Allows you to create legacy notifications with no text formatting.

  4. The What do you want to name the notification? screen is displayed.
  5. Enter a unique name for the notification in the Name field.
    Note:

    Notification names are limited to 49 characters.

  6. In the What life cycle should this notification be associated with? drop-down list, select a life cycle, or choose <Any> to set this notification as a global notification that is not scoped to a specific life cycle.
  7. Click Next. The Summary is displayed. Review the details to determine if modifications to the notification are needed. If modifications are needed, click Previous to return to the previous screen.
    Click Cancel to close the wizard without creating a new notification.
  8. Once the settings for the notification are correct, click Finish to create the notification.

    The notification editor is displayed:

    The notification editor is an editor that allows you to design a notification using the Notifications ribbon menu. Upon creation, formatted notifications are marked with (Draft) in the title tab of the editor. Plain text notifications will not have a (Draft) label in the title tab.