Changing the Workflow Layout - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The Simple layout is displayed by default the first time you open Workflow:

To change your layout:

  1. Click Change Layout on the Workflow tab.
  2. Select a layout from the drop-down list that is displayed. At a minimum, this drop-down list contains the Classic layout. If your administrator has configured layouts for your OnBase User Group, these layouts are also listed here.
  3. After selecting a new layout, you are prompted to confirm that you want to reset your current layout. Click Yes to use the newly selected layout, or No to retain the existing layout.
  4. The layout you selected is displayed. As an example, the following screen shot depicts the Classic layout:
  5. To save the newly selected layout as your default layout, click Change Layout on the Workflow tab and select Save current layout as my default. Your default layout is displayed each time you open the Unity Workflow interface.

After saving a layout as your default layout, you can return to this layout at any time by clicking Change Layout on the Workflow tab and selecting My Default.