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

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Choose one of the following options to determine what template is used:

  • To use a specific template, select the appropriate template from the Use Specified Template drop-down list.

  • To prompt the user to select a template when the action is executed, select Select Template at Runtime.

    Note:

    Select Template at Runtime cannot be used when Use Automated Document Generation is configured because this option requires user interaction.

    Note:

    Select Template at Runtime will select and disable View Document After Archiving on the Select Template Option dialog box when composing a document.

  • Select Template from Keyword to select a template from a Keyword Value. The Keyword Value must contain a template name or template ID. From the drop-down list, select the Keyword in which the template ID is stored.

  • Select Template from Property to select a template from a property value. The property value must contain a template name or template ID. Enter the property name in which the template ID is stored.