Overview - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Workflow life cycles are configured in OnBase Studio. OnBase Studio provides access to configuration of life cycles compatible with versions previous to 11.0, but also provides the ability to configure Unity Life Cycles that route not only documents, but WorkView objects, managed folders, Plan Review projects, and Agenda items for version 12 and beyond. In addition to routing items other than documents, Unity Life Cycles have ownership and portfolio functionality. Ownership and portfolio functionality is not available in standard life cycles compatible with versions 11.0 and previous.

Note:

Unity Life Cycles that route items other than documents can be viewed only in the Unity Workflow and Web Client Workflow interfaces. Unity Life Cycles that route documents can be viewed in the Core-based OnBase Client.

A life cycle represents a course of business that a document must follow. Each step the document makes is represented by a separate queue in the life cycle. Each time a document moves to a new queue, it is called a transition. When a document enters a life cycle, all the necessary work that must be performed during the normal course of business is performed on the electronic document that is stored in OnBase. In OnBase Studio, a life cycle can be viewed in a repository tree configuration format, which displays the life cycle, queues, rules, actions and tasks in a hierarchical structure. The other format for viewing life cycles is a graphic view, which displays the queues as bitmaps with transition arrows representing movement between the queues.