Managing User Group Layouts - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow
Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

If you have been granted Workflow Configuration Administrator rights, you can create Workflow layouts and assign them to OnBase User Groups.

To manage Workflow layouts for OnBase User Groups:

  1. Click Change Layout on the Workflow tab and select Manage user group layout settings.
  2. The Manage user group layout settings dialog box is displayed:
  3. Select an existing layout from the drop-down list at the top of the Manage user group layout settings dialog box.
    To create a new layout, click New. Type a name for the layout in the Layout Name field and click OK.
  4. To rename the layout, click Rename. Type a name for the layout in the Layout Name field and click OK.
  5. To modify the layout, click Modify Layout. The [name of layout] - Workflow Default Layout Manager window is displayed:

    Modify the layout accordingly. To add the Secondary Viewer tab to the layout, click Secondary Viewer.

    Click Save to save modifications to the layout and close the [name of layout] - Workflow Default Layout Manager window.

  6. In the Assigned User Groups portion of the Manage user group layout settings dialog box, select the check box that corresponds to the OnBase User Group to which this layout should be assigned.
  7. To save all changes, including newly created layouts, click Save All.
    Note:

    If you created a new layout, a numeric ID is assigned after saving it. This numeric ID is displayed next to the name of the layout in the Manage user group layout settings dialog box's drop-down list.

    Note:

    If you created a new layout for yourself, you need to restart to be able to select this new layout. Users are required to restart before changes you make to their layouts take effect.

  8. To delete the selected layout, click Delete. You are prompted to delete the selected layout. Click OK to delete the layout, or Cancel to retain the layout.
  9. To close the Manage user group layout settings dialog box, click Close.