The following options can be configured for a selected life cycle in the General tab of the Properties pane.
Option |
Description |
---|---|
Help Text |
An optional description of the life cycle that displays in the User Interaction window when viewing the life cycle in the Client module. |
Institutional |
Select this check box if you are creating a life cycle for a Layer 2 or Layer 3 institutional database. Note:
Selecting this check box automatically sets every queue in the life cycle to also be institutional. |
Initial Queue |
Specifies the queue that initially receives the documents into the life cycle. |
Work Folder |
Note:
This option is not available in Unity Life Cycles. An optional setting to select a dynamic Workflow folder for related documents. This can be overridden at the queue level. Note:
Only folder types configured as Workflow folders will be displayed for selection in the Work Folder drop-down list. |
Make Available In |
This drop-down list allows you to specify what interfaces the life cycle is available in. When configuring standard life cycles, you can select the Classic interface (deprecated) option to only allow the life cycle to be available when using the Classic View in the OnBase Client. You can select Core-based interfaces to allow the life cycle to be available in all interfaces using Core Services. Select Both for the life cycle to be available in all interfaces. Select None to not make the life cycle available in any interface. When configuring Unity Life Cycles, you can select Core-based interfaces or None. |
Portfolio Type |
Note:
This option is available when configuring a Unity Life Cycle. Determines what items are displayed in the Related Items pane when a primary item is selected. This can be overridden at the queue level. 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. For more information on portfolio types, see Configuring Portfolio Types. |
Institution |
This drop-down list is available when you are working in a life cycle for a Layer 2 or Layer 3 institutional database. This drop-down list is used to filter the Organizational Chart and Calendar drop-down lists, so that they only show selections related to the selected institution. The following icon is used to denote the options that can be configured per institution: |
Organizational Chart |
Select the configured organizational chart you want to associate with the life cycle. Note:
Organizational charts are configured in the Configuration module. See the Org Charts and Calendars section in the Workflow documentation for more information. |
Calendar |
Select the configured calendar you want to associate with the life cycle. Note:
Calendars are configured in the Configuration module. See the Org Charts and Calendars section in the Workflow documentation for more information. |
Content Type |
Specifies the type of items that the life cycle contains. This is not editable. |
Display All Items when Life Cycle is Selected |
When this option is selected, when selecting a life cycle in the Unity Client, all items in the life cycle are displayed in the Inbox. If this option is not selected, when a life cycle is selected no items are displayed in the Inbox, and the Inbox displays the message This life cycle is configured not to display items when it is selected. |
Entities of this type should automatically enter this life cycle upon creation |
When selected, items of the type specified in the Content Type drop-down list automatically enter the life cycle upon creation. Note:
This option is only available when configuring content types for Agenda Items, External User Requests, Meetings, or Plan Review Projects. |
Disable |
When this option is selected, the life cycle is disabled. The disabled life cycle will not be displayed in any Workflow interface, and work items cannot be routed through it. |