Copying and Pasting Rules - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Once a rule is configured, it can be copied and pasted into other task lists within that life cycle, or any other life cycle, to which you have been given configuration rights. To copy and paste a rule:

  1. Right-click on a rule and select Copy.
  2. Select the task list to receive the configured rule, right-click and select Paste.
  3. The Paste Options dialog box is displayed. Select Paste existing item if you want to share the rule and its settings. Select Paste a copy of the item if you want to create a copy of the rule, but not maintain a link to the original rule. Changes to the original rule will not affect the new copy of the action and vice versa.When this option is selected, you have three additional options. You can elect to Paste the existing children within a rule, which is maintain a link to the actions and rules existing in the original rule. You can elect to Paste a copy of the children if you do not want to maintain links to the originating rules and action within the rule, but you do want a copy of the actions and rules within the pasted rule to edit as necessary. Lastly, you can select Do not paste the children to not copy any of the actions or rules contained in the originated rule.

When creating a new rule, if the same name is used for a rule that is the same as an existing rule, the existing rule will be used. The following is an example of a rule that is used in multiple places with Workflow.

Note:

Filter rules can be copied to a Filter Rules folder from another location and from a Filter Rules folder to another location.

When copying and pasting, filter rules have the following limitations:

  • Rules cannot be copied in one repository and pasted to another repository.

  • Rules cannot be copied from a Unity life cycle and pasted to a standard life cycle.

  • Rules cannot be copied from a standard document life cycle to a Unity life cycle that routes items other than documents.