Portfolio Type - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

This option is available when configuring Unity Life Cycles.

Determines what items are displayed in the Related Items pane when a primary item is selected.

Portfolio types are used to contain supporting items for the main item passing through the life cycle. Portfolio types can relate a primary item to item of the same content type or of a different content type. For more information on Portfolio Type see Configuring Portfolio Types.

Tip:

Portfolio types can be created to use existing Workflow folders. When creating a Document to Document portfolio relation, select the appropriate Folder Type. See Relating Documents to Documents for more information.

The Portfolio Type drop-down list contains any portfolio types that are configured for the content type for which the life cycle is configured. For example, portfolio types configured with a WorkView Objects Content Type will only be available in life cycle configured to route WorkView Objects.