Update WorkView Object - 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 update one or more WorkView objects, pulling the attribute values from Keyword Values on the current document. The action determines which WorkView objects to update by the user configuring the action to use a filter Document Type Association or to update all WorkView objects that have the current document attached. The user can only specify one filter/update Document Type Association per Document Type. When the action executes it looks for a filter/update Document Type Association that matches the current Document Type, and uses the filter Document Type Association (if specified) to determine which WorkView objects to update, and uses the update Document Type Association to determine what values to set the WorkView objects attributes to.

Note:

If the value to be updated is null on the source document, the attribute will not be updated as a null value on the destination object.

Note:

This action is not supported 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 the action:

  1. Select the appropriate Document Type from the drop-down list. The Filter Document Type Association and Update Document Type Association drop-down lists will populate based on the Document Type selected.
  2. If you want to specify the Filter Document Type Association for which the object meets the configured criteria to determine which objects should be updated, select the appropriate Filter Document Type Association. When this option is configured, a document does not have to be attached to an object in order for it to be updated. The Filter Document Type Association name is followed by (Class ClassName). Only Filter Document Type Associations associated with the Document Type selected are displayed. If no Filter Document Type Associations are configured for the selected Document Type or you wish to evaluate an object's existence based on whether the current document in Workflow is attached to an object in a static folder, select <All objects that have doc attached>. When using the <All objects that have documents attached> option, the object(s) must be attached in a static folder.
  3. Select a Document Type Association to update the applicable objects from the Update Document Type Association. The Document Type Associations that are displayed are configured at the class level and are configured for the selected Document Type.
  4. Click Add.
    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, the value for the relationship attribute is stored as blank in the updated object.

    Note:

    When a Document Type and a selection other than <All objects that have documents attached> is selected in the Filter Document Type Association drop-down list, only document type associations that match both criteria will be displayed for selection in the Update Document Type Association drop-down list.