Option:Auto-Generate Form Configuration - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

You may also choose Auto-Generate from the Form drop-down list. Configure the following options:

  • Instructions- Specify instructions for the form.

  • Fields- Adds fields to the form. To add a field, click Add. The Form Fields Configuration dialog is displayed. Select one of the following:

    • Keyword Types- Add Keyword Types to display on your form. Multiple instances of Keyword Types can be added. Enter a Keyword Type, or select from the drop-down list.

    • Property Name- Workflow properties can be added by specifying a property in the Property Name field.

    Note:

    Property fields are only supported in the Core-based Workflow interfaces.

    Note:

    Property names with spaces are not supported.

    You can specify a display name by entering it in the Display Name field.

    If you want the field to be read-only, select Read-only.

    If you want the field to be required, select Required.

    If you want the field to have multiple rows, select Field has multiple rows and enter a value for the number of rows.

    When finished click OK, or click Cancel to close the dialog without adding any fields.

    To modify an existing field, select the field from the list and click Modify.

    To delete an existing field, select the field from the list and click Delete.

User forms display in the User Interaction screen when the action is performed.

Note:

If the item this action is performed on has multiple related items and the cancel button for the form is clicked at any point, processing will break and the form will not be displayed for additional related items.

Note:

When using the Auto-Generate option, if you want a drop-down list available in the form, the selected Keyword Type must be configured with the Use Keyword Data Set and Keyword Must Exist options.

Note:

OBBtn_KS###, OBBtn_ExpandKS###, and OBBtn_Keyset are not supported for this action.

Note:

WorkView objects cannot be used to auto-generate fields.

If you perform this action from an e-mail notification in the Integration for Microsoft Outlook 2016 or Integration for Microsoft Outlook 2019 and click the cancel button, the e-mail notification is still modified to indicate that the ad hoc task was successfully executed. Task list execution does not continue.

Note:

If there are several forms within a task list, if one of the forms is cancelled, the task execution is aborted.

Note:

If working in an Institutional Database, the Institution # keyword will always be copied, regardless of selection.