Create WorkView Object from this Document - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

This action is only available when licensed for WorkView.

Allows the user to create a WorkView object, pulling the attribute values from Keyword Values on the current document. The user can only specify one Document Type Association per Document Type.

Note:

This action is not functional in the Classic Client interface.

Note:

WorkView must be installed on the database in which you want to configure this action. If you import a life cycle into a database, that database must have WorkView installed to successfully import the life cycle.

To configure this action:

  1. Select a Document Type from the Document Type drop-down list. Only the Document Types that have associations will be listed.
  2. Select a Document Type Association from the drop-down list. The Document Type Associations listed are associations configured at the class level for the selected Document Type.
    Note:

    The Document Type Association selected determines the attribute/keyword type mapping, and therefore, the values that populate the attribute fields of an object upon creation.

  3. Click Add.
  4. Repeat steps 1 through 3 for each association you want to create an object for.
  5. If you want the object to display after it is created, select the Display Object option. This can allow you to enter data into fields that have not been mapped to a Keyword Type.
    Note:

    The Display Object option is only supported in the Web Client and Unity interfaces. The OnBase Web Server is required to display WorkView objects from the Unity interface.

    Note:

    The Display Object option is not functional when this action is running as timer work.

    Note:

    When the Display Object option is selected, the user executing the action must have sufficient rights to the class.

    CAUTION:

    When a relationship attribute is used during object creation, if more than one object is found for the relationship attribute's value, the first object found is used for the relationship. If an object is not found that matches the relationship attribute's value, a new relationship object is created.