Creating a Life Cycle for WorkView Objects - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

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

If you want to route objects belonging to an extended class, create an extension class, which extends the external class object, to allow the extended objects to be routed through Workflow. For more information, see the WorkView | Case Manager module reference guide.

To create a life cycle:

  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 WorkView Objects 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 the Application from the drop-down list that contains the class you want to associate with the life cycle.
  10. Select the Class from the drop-down list that you want to associate with the life cycle.
  11. Select Delay Adding to Workflow if you want the object to be added to Workflow after it is first saved instead of when it is initially created. To remove this option from a selected class, deselect the check box in the Delay Adding to Workflow column.
    Note:

    It is recommended to select the Delay Adding to Workflow option if your Workflow solution is configured to perform System Work on WorkView objects immediately after they are created.

  12. Click Add.
  13. Repeat steps 9 to 12 for each queue you want to add.
  14. Click Next.
  15. 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.

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