Match Keyword to User Name - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Match Keyword to User Name configuration allows the system to route work to a specific person. When configured, the system evaluates a keyword against the login user name on that workstation. If the Keyword Value is null (i.e., a user is not identified), work will be routed to <Unassigned>.

Note:

This load balancing queue type is only available when configuring queues in life cycles that have a Content Type of Documents that route document item types.

Note:

Configure a keyword for user name before applying this queue type.

Note:

Assigning User Groups to the load balancing Match Keyword to User Name queue type is not supported.

Note:

Users configured as members for load balancing in this queue type will always appear in Load Balancing Administration regardless of the number of documents assigned to them.

To configure:

  1. Once members are configured, click the Configure button. The Match Keyword to User Name Configuration dialog box is displayed.
  2. Select the Keyword Type that contains values that will match user names for document assignment from the drop-down list.
  3. Click OK.