Finding Actions - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

You can limit the actions displayed in the Action Type drop-down list.

To filter actions in the drop-down list:

  1. Click in the field and enter text.
  2. Any actions that contain the text entered are displayed in red in the drop-down list.
  3. If only one action meets the criteria entered, press Enter on the keyboard to select it.
  4. You can enter comma separated words and phrases to look for actions that contain any of the words and phrases entered.
  5. Some actions contain metadata keywords that allow them to be displayed when text matching the metadata keywords are entered. The following is an example:
  6. The matching metadata keyword is displayed in green to the right of the action in the drop-down list.