Stamp Version - 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 requires that your system is licensed for EDM Services.

Stamps the most recent revision of the current document as a version. If the Document Type of the document is not revisable or does not allow versions, the action is not executed. Also, in order for this action to function, the last revision must not be already stamped as a version. Once a revision is stamped as a version, it cannot be stamped a second time. If the stamped document is revised again, the action will function, and the new revision will be stamped as a second version.

Choose from four options to configure this action:

  • Show Dialog: This option displays a dialog box in the Client in which the user can configure a version number for the document. Enabling this option requires that the user be able to interact with the dialog box, otherwise the document will not be stamped. This option should not be configured to run with timers or system work.

The next three options are ideal for life cycles that require the document to be stamped “silently.” Examples of this are configurations that use timers or system work to stamp the document.

  • Enter Name: Enables the user to configure a name that will be assigned to documents when the version is stamped. By using this option, users can use %V as a wildcard. This wildcard will display on the document as the version number.

    Note:

    Enter Name is the only option that supports the %V wildcard. The name is limited to 15 characters.

  • Keyword Type: Enables the user to configure a Keyword Type from which the value for the version number will be pulled. Users can select a Keyword Type from a drop-down list.

  • Property Name: Enables the user to configure a property name from which the value for the version number will be pulled.

Note:

Property names are limited to 253 characters.