Entering Items into a Workflow - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The process in which items enter a Workflow life cycle varies based on the type of item.

  • WorkView objects enter the life cycle after executing an action or upon object creation. WorkView objects can also be manually entered into a life cycle by right-clicking on an object and selecting Workflow | Execute Workflow.

  • Managed folders enter the life cycle upon the folder's transition to final disposition.

  • Plan Review projects and Agenda items automatically enter the life cycle upon creation.

  • Documents can be manually entered into a life cycle by right-clicking one or more documents and selecting Workflow | Execute Workflow.

Note:

Users can add documents to a life cycle even if they do no have rights to the life cycle.

If the item is configured for one life cycle, Workflow enters the item into that life cycle and you are prompted to open the Workflow layout. Click Yes to open the Workflow layout, or No to continue working outside the Workflow layout.

If the item is configured for multiple life cycles, you are prompted to select the appropriate life cycle by the Add To Workflow dialog box:

Review the selections in the Add To Workflow dialog box. The following check boxes are available:

Add To Workflow

Description

Add all items to the following life cycle

When selected, all items listed in the Add To Workflow dialog box will be added to the life cycle selected from the corresponding drop-down list after clicking OK.

Launch the Workflow layout

When selected, the Workflow layout will launch after clicking OK.

Click OK to add the item to Workflow.

If the item is not configured for any life cycles, you are prompted that the item is not assigned to any life cycles.

If the item is already assigned to all of its life cycles, you are prompted that there are no more life cycles to add the item to.