Keyword Based - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Keyword Based configuration distributes work depending on Keyword values. For example, you could define keywords that allow you to sort work based in a geographic territory or product types.

Note:

This load balancing queue type is not available when configuring queues in life cycles that have a Content Type of WorkView Objects.

To configure:

  1. Once members are configured, click the Configure button. The Keyword Based Configuration dialog box is displayed.
  2. Select the Keyword Type you want to use for the assignment from the drop-down list.
  3. Select the appropriate Operator from the drop-down.
    Note:

    If the Keyword Type selected above is configured as an Alphanumeric Data Type, the Operator drop-down box defaults to = and cannot be modified. However, if the Keyword Type selected above is configured as a Numeric Data Type, the Operator drop-down list allows you to choose an operand.

  4. Enter the Value you want to associate from the Keyword Type to the member for assignment.
    Note:

    Wildcards are not supported. Use Rules Based Load Balancing when you cannot specify specific values.

    Note:

    Values entered for Keyword Types with Date Data Type and Date and Time Data Type will be stored in the format of the locale of the user's workstation.

    Note:

    Regardless of the workstation's regional settings, values entered for Currency Data Type Keyword Types will be stored as a decimal value with two decimal places. For example, if 11 is entered as a value, 11.00 will be stored.

  5. Select the Member you want to assign the keyword value parameter to.
  6. Click Add.
  7. Repeat steps 2 to 6 for each member you want to use.
  8. Click OK.
    CAUTION:

    In order for proper document assignment, do not configure the same load balancing criteria for more than one user or user group.