Opening Workflow From Documents - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Workflow options are available from an open document or by right-clicking documents in the Document Search Results list. Workflow can also be opened via a folder's right-click menu.

To open Workflow:

  1. From an open document, the Document Search Results list, or a folder, right-click the document and select Workflow | Open Workflow. The Workflow screen with the queue containing the open or selected document displays. If the document does not exist in a life cycle, the option is disabled. If an instance of Workflow is already open, the current Workflow screen will display the selected document.
    Note:

    When viewing an OLE document or PDF document that has been assigned to a life cycle, Workflow can be opened by selecting Process | Workflow | Open Workflow.

  2. If the associated Document Type is configured for multiple life cycles, you are prompted to select a life cycle. After you select a life cycle, the queue containing the open or selected document displays. If an instance of Workflow is already open, the current Workflow screen will display the selected document.

If Workflow is currently executing a task that has not completed and the Open Workflow option is selected, the following message is displayed:

ATTENTION: You are currently executing a Workflow task that has not completed. Press CANCEL to complete your Workflow task. Failure to do so will cause the task to terminate before completed. Press OK to continue, or Cancel to stay on the current page.

Note:

When viewing an OLE document or PDF document that has been assigned to a life cycle, Workflow can be executed on the document by selecting Process | Workflow | Execute Workflow.

Additionally, the Workflow Queues option is available from the Inbox tab in Workflow.

To view a document's queues, select a document, right-click, and select Workflow | Workflow Queues. The Workflow Locations dialog box is displayed. All of the life cycles, queues that the document belongs to, and users/user groups or roles assigned to the document are listed. <Restricted> will be displayed for queues and life cycles that you do not have the rights and/or privileges to view.