Assigning Managed Folder Types to a Life Cycle - 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 only applies to life cycles that route managed folders.

Managed folders are assigned to a life cycle in the Managed Folder Types tab of the Properties pane.

To assign a managed folder type to a life cycle:

  1. In the Managed Folder Types tab, click Add.
  2. Select the check box next to the managed folder type you want to assign to the life cycle.
    If you want to only view the managed folder types that are currently assigned, select the Show only included items check box. You can also use the Find field to enter the name of a managed folder type you want to find.
  3. Select the check box above the list of managed folder types to toggle between selecting all managed folder types, no managed folder types, or the managed folder types already selected.
  4. When you are done configuring the managed folder types, click OK.

You can remove a managed folder type assignment by selecting it and clicking Remove.

Note:

If you do not have rights to a managed folder, you will be able to see the folder in Workflow; however, if you do not have rights to the documents within the managed folder, you will not be able to view those documents within Workflow.