Configuring Life Cycles to Support Ownership - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

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

Ownership is only available for Unity Life Cycles.

Ownership allows a user to have persistent and exclusive access to items within a Workflow life cycle that they are working on.

Note:

Ownership of an item applies to and persists in the queue in which ownership was first granted. If the work item is transitioned out of the queue, the ownership of that item does not persist in subsequent queues. If the item is transitioned back to the queue where ownership of the item was originally granted, the ownership will persist.

In order to use ownership functionality, the life cycle must be configured to allow ownership. To configure a life cycle for ownership:

  1. Select the life cycle you want to configure:
  2. In the General tab, select the Supports Ownership check box.
  3. Enter the maximum number of items a user can own at a time in the Maximum Number of Items Owned by User field.

    Once a user has reached the maximum number of items that can be owned in a life cycle, ownership of additional items can not be assigned using the Take Ownership button from the ribbon, using the Change Owner dialog box, or assigned from the Queue Administration dialog box. If an ad hoc task is configured with the option Task Executor Takes Ownership and is executed by a user that owns the maximum number of items, the task will not execute.

    Note:

    When Maximum Number of Items Owned by User is set to 0, the number of items owned by a user is unlimited.

    Note:

    The action Assign Ownership will ignore the ownership limits defined by the Maximum Number of Items Owned by User setting.