Copying and Pasting Ad Hoc Tasks - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Once an ad hoc task is configured, it can be copied and pasted to any queue within that life cycle, or any queue in any other life cycle to which you have been given configuration rights. To copy and paste an ad hoc task:

  1. Within the Ad Hoc User Tasks folder, right-click on an ad hoc task and select Copy.
  2. Select the queue to paste the selected ad hoc task, then right-click and select Paste.
    The Paste Options dialog box is displayed.
  3. Select from among the following options:
    • Select Paste existing item to create a link to the original ad hoc task and maintain all its settings. Any changes to a linked ad hoc task will affect any of the other linked tasks.

      Note:

      The Paste existing item option is only available if the queue to which you are pasting the ad hoc task is in the same life cycle as the original ad hoc task.

    • Select Paste a copy of the item to create a copy of the ad hoc task, but not maintain a link to the original ad hoc task. Changes to the original ad hoc task will not affect the new copy of the ad hoc task and vice versa.

    • Select Paste the existing children if you want to paste everything configured under the task and maintain a link to the originals.

      Note:

      The Paste the existing children option is only available if the queue to which you are pasting the ad hoc task is in the same life cycle as the original ad hoc task.

    • Select Paste a copy of the children if you want to paste everything configured under the task, but you do not want to maintain a link. Changes to the original children will not affect the new copy and vice versa.

    • Select Do not paste the children if you do not want to paste everything configured under a task.

    Note:

    Ad hoc tasks cannot be copied in one repository and pasted to another repository.