Option: Override Template Settings - 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 override the configured settings of the template by selecting Override Template Settings with the Following: and configure settings at the action level. Manual settings will override template settings.

Note:

In order to enable the Storage Options, the Override Template Settings with the Following: option must be selected. In order to enable Disable Import Dialog, both Inherit Keywords From Fields and Force Document Type must be checked.

For more information on settings, see the section on general settings in the Document Composition module reference guide or help file.

You can copy all of the settings of the current template to the override settings by clicking Copy All Options from Template.

Configuring the Action to Not Prompt for Template Selection

If you want the action to be initiated without prompting the user to select the template that should be used, you must configure the action settings (when Override Template Settings with the Following is selected) or the templates settings in the following way:

  • Force Preview must be deselected.

  • Force Document Type must be selected and a Document Type must be selected from the drop-down list.

  • Inherit Keywords From Fields must be selected.

  • Disable Import Dialog must be selected.

Note:

If the template selected in the Document Composition Template drop-down list has a Document Type configured, the Force Document Type drop-down list will have the <Document Type from Template> option. When this option is selected, the action will use the Document Type configured for the template.