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

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

If the life cycle is configured to display items related to the item selected in the Inbox using portfolios, the Portfolios drop-down list is displayed in the Related Items pane:

To view items related to the item selected in the Inbox using a portfolio, click the Portfolios drop-down list and choose a portfolio, or select the portfolio's tab in the Related Items pane.

To refresh the items displayed on a portfolio's tab, select the portfolio's tab.