Adding Tasks to Events - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

You can add rules and actions to an event. These rules and actions are executed when the event is triggered.

Note:

Actions and rules that require user interaction are not supported in events.

Note:

Actions that make changes to a Unity Form are not supported in the Unity Form Saved system event. These actions would cause the Unity Form to save again and continuously trigger the system event.

To add a rule to an event, either right-click the event and select New | Rule or click the Rule button from the Workflow ribbon within the New ribbon group.

To add an action to an event, either right-click the event and select New | Action or click the Action button from the Workflow ribbon within the New ribbon group.

Tasks in events can be reordered by clicking and dragging them to a new location.