Configuring - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Once you have added a new action, and while the action is selected, the right side of the Properties pane displays an action configuration section.

The information necessary to configure an action depends on the action type selected. Choose an action type from the Action Type drop-down list in the configuration section.

When configuring an action, you can click on the Action Type drop-down list and type the name of the action you want to use. Typing the name of the action will select the action in the drop-down list.

CAUTION:

If an action is not properly and completely configured, it cannot be executed.

You can also select from the Use Property Bag drop-down list to choose which type of Property Bag you want the action to use.

Note:

Nullable data type values cannot be stored in the property bag.

  • Use Session Property Bag- Select if you want to use a session property that persists only for the duration of the user's session.

  • Use Scoped Property Bag- Select if you want to use a scoped property that persists only for the duration of a task's execution.

    Note:

    During an incremental, parallel upgrade process, if an action configured to use the scoped property bag in OnBase 16 or later is executed or modified in a version prior to OnBase 16, that action will use the session property bag instead.

  • Use Persistent Property Bag- Select if you want to use a persistent property that persists for as long as the associated item exists in the Life Cycle.

Note:

This option is only available when a persistent property can be used in a configuration.

Note:

The persistent property bag contains properties for the primary item that the action is being executed against, and not for a related item. If the action executes against a related item, the property bag for the primary item is used.

CAUTION:

Use the Persistent Property Bag configuration only when necessary. This configuration option has increased processing needs and could affect performance.

The following options are also available.

Option

Description

Disable

Allows you the flexibility of turning off an action without deleting it. The action can be reinstated, without reconfiguring, by deselecting this box. An action in a disabled state appears grayed-out.

Enable Debug Breakpoint

Used for determining the location of logic problems in a Workflow configuration. Causes a message box to display before the execution of the rule.

To use this option in the OnBase Client, you must have the –WFTRACE switch on the command line of the Client module and the Step Debug toolbar button or the Debug Window open in the Client module. A command line switch is not required to use this option in the Unity interface.

Log Execution

When selected and the action is executed, an entry is made in the database. If the action is disabled when an entry is made, it will be logged in the OnBase database that the action was disabled at the time of execution.

If the Enable pre-transition and action test rule creation option is enabled in Studio Options, you can also create pre-action test rules by right-clicking an action and selecting New | Pre-Action Test. This allows for the configuration of a rule that the action is conditional upon.

For more information about Actions, see Workflow Actions.