Creating a Life Cycle for Managed Folders - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow
Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

To create a life cycle to route managed folders:

  1. You can create a life cycle by completing one of the following two actions:

    Click the Life Cycle button in the Workflow ribbon within the New ribbon group or right-click in a repository in the Repositories pane within the Workflow tab and select New | Life Cycle.

  2. Enter a Name for the life cycle.
  3. Select the Managed Folders for the type of items that will processed in the life cycle.
  4. Click Next. The following dialog box is displayed.
  5. Enter the Name for a queue you want in the life cycle.
  6. Click Add.
  7. Repeat steps 5 to 6 for each queue you want to add.
    Note:

    By default an Initial queue is configured.

    Note:

    You can arrange queues in the list by selecting a queue and clicking the Move Up and Move Down buttons. You can also delete queues by selecting a queue and clicking Remove.

  8. Click Next.
  9. Select a managed folder type from the Managed Folder Types drop-down list that you want to be processed by the life cycle.
  10. Click Add.
  11. Repeat steps 9 to 10 for each queue you want to add.
  12. Click Next.
  13. Select a user group that you would like to grant rights to the life cycle from the User Groups drop-down list.
    Note:

    The user group(s) assigned at the life cycle level during life cycle creation are assigned rights to the queues created in the wizard as well.

  14. Click Add.
  15. Repeat steps 13 to 14 for each user group you want to grants rights to. Click Next.
  16. A summary page is displayed that details the configuration of the new life cycle. Click Finish.