Option: Document Type - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

From the drop-down list, select the Document Type to which you want to set the document.

The following limitations apply when you select a Document Type:

  • If the Document Type selected has multiple revisions configured, the most recent revision of the Document Type structure is used for the document.
  • If the Document Type specified belongs to a life cycle, the document does not enter the life cycle associated with the new Document Type upon execution of this action.
  • If the Document Type the document is set to is configured for auto-foldering, auto-foldering occurs when the action executes and sets the Document Type.
  • If the Document Type of a document is changed to a Document Type that is set up for document revisions and the original Document Type was not configured for document revisions, an initial revision of the document is automatically created when the new Document Type is applied.
  • When setting a Document Type for a document that was imported using a COLD file, a copy of the entire COLD file that contains the document is created.

While changing the Document Types of Unity Form and Image Form is usually not possible in the clients, the Set Document Type action can change the Document Type of a Unity Form or an Image Form.

Before re-indexing a Unity Form or an Image Form, to maintain the keyword values on a form, the Document Type the form is re-indexed to must have those Keyword Types assigned. If the new Document Type does not have the Keyword Types assigned, the keyword values associated with the Keyword Types not assigned to the Document Type is not assigned to a Keyword Type. The values that were once mapped to the Keyword Types, which are not assigned to the new Document Type, are saved and stored as non-keyword text data.

Note: When changing the Document Type of a Unity Form, access to the form's original Document Type with which the form template was configured is required to view the form with its new Document Type.