Option: Source - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

If you do not want to add an attachment to the notification, select None.

If you want to add attachments from a Document attribute within an object, select Document Attribute, click the ellipsis (...) button, and select the appropriate attribute. The document contained in the Document attribute will be attached to the notification.

If you want to attach the contents of an object's folder, select Contents of Document Folder and select the appropriate folder from the drop-down list.

If you want to determine attachments based on a portfolio relation, select Portfolio Relation and select the appropriate relation from the drop-down list. Only relations that are WorkView object to Document are available for selection.

If you want to determine attachments based on portfolio type, select Portfolio Type and select the appropriate type from the drop-down list. Only types that contain a relation that is WorkView object to document are available for selection

If you want to attach a document based on an ID whose value should match the value of a specific property, select Document ID(s) from Property and enter the property name in the field.