Workflow - Workflow - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier - OnBase/Workflow/Foundation-23.1/Workflow - 2023-09-25
Product
Workflow
Platform
OnBase
Release
Foundation 23.1
License
Standard
Premier
Documentation Notice
Overview
Workflow Overview
Applications
Medical Insurance Payment Processing
Accounts Payable
Proof of Delivery Audit
Loan Processing
Electronic Forms
Licensing
Simplified Licensing
Legacy Licensing
Workflow Licensing
The Information Management Concurrent Client License
Combined Workflow/WorkView Licensing
How Combined Licensing Works
Workstation Registration
Workflow Installation
Requirements
General Requirements
Module-Specific Requirements
Licensing
Pre-Installation
Installation
Sending Notifications Using the Hyland Distribution Service
Using the Core-Based OnBase Client Interface
Application Server Overview
Defining the Application Server
Workflow Web.config Settings
Viewer Vars
Workflow Unity Client Configuration File Settings
Command Line Switches and .ini Settings
Command Line Switches
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
INI File Settings
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Recovery
Configuration
External Files
Module related .INI Options
Web.config
Troubleshooting
Queue Logging
Purge
Restricted Purge
Unavailable Application Server
User Interaction Window
Diagnostics Console
On Demand Diagnostics (ODD)
Configuring Message Sources
Viewing Troubleshooting Messages
Setting the Log to Refresh Automatically
Assigning Access for Users
Firefox and the Separate Viewer Layout
Upgrade Considerations
Workflow Upgrade Considerations
Contacting Support
Studio Installation
Requirements
General Requirements
Pre-Installation
Installation
Installer Options
Installing OnBase Studio
Connection Strings in Web.config
Name
ConnectionString
SQL Server Connection String Tokens
Oracle Connection String Tokens
ProviderName
Connection String Examples
SQL Server Examples
Oracle Examples
Change, Repair, or Remove an Installation
Running the Installer From the Command Line
Feature Names
Properties
Installing the 64-bit Studio
Post-Installation
Using the System Browser for IdP
Upgrade Considerations
Studio Upgrade Considerations
Troubleshooting
Editing the Configuration File
Enabling Diagnostics Console Logging
Trusted Certificates
Language Support
Database Timeout During Configuration Import
Contacting Support
Configuring the Distribution Service
Configuration Overview
Using the Distribution Service with Document Distribution
Configuration
Configuring the Email Sending Unity Scheduler Task
Creating Tasks
Configuring Tasks
Enabling the Distribution Service
Enable Email Automation
Send Attachments
Users Configuration Requirements
Configuring Test Mode
Adding Support for Multiple Data Sources
Configuring EML Transfer Encoding
Configuring the Distribution Service to Save Notifications as E-Mail (EML) Files
Sending Notifications in HTML Format
Sending Unity Forms
Configuring a Temporary File Cache
Configuring Retry Settings
Configuring Maximum Recipients
Configuring Default Sender Options
Displaying the User Who Triggered the Notification as the Sender
Configuring Attachment Options
Configuring Email Server Settings
Generating and Sending Test Notifications
Viewing Reports in the Unity Management Console
Troubleshooting
Logging Information to the Diagnostics Console
Messages Are Not Sent
Workstation Registration Not Found
"No Count" Is On
Version Mismatch
Message Content and Attachments Are Reversed
Unity Forms Limitations
Windows User Account Control Statement
Configuration Module Workflow Administration
Administration
Locks
Lock Configuration
Adding and Removing a Document Type in a Workflow
Adding
Verification Reports
Removing a Document Type
Configuring Related Documents
Relating Documents by Document Handle with Folders
User Group Configuration for Workflow
Copying Workflow Settings for User Groups
Service Accounts
Configure Life Cycles
Granting a User Rights to Configure All Life Cycles
Configure custom queries, VB scripts, folder and notes
Assign or revoke rights to Custom Queries
Gain access to the Workflow inbox and workstation options
To gain access to the Workflow inbox, but deny the right to the Execute Workflow right-click menu outside of Workflow
Change viewing privileges to life cycles and queues in the Workflow inbox
Assign or revoke life Cycle privileges
Change privileges to Ad Hoc Tasks, Web/API Tasks and System Tasks
Assign or revoke privileges to Ad hoc Tasks
Assign Web/API Tasks to a User Group:
Assign or revoke privileges to System Tasks
Assign/revoke System Tasks to/from Document Types
Grant Administrative Processing Privileges
Granting Workflow Log Purging Privileges
Configuration Rights
Importing Life Cycles
Importing New Data
Resuming Saved Session
Conflict Resolution
Understanding Conflicts
Life Cycle Conflicts
Queue Conflicts
Naming Conflicts Dialog Box
Resolving Document Type Conflicts
Resolving User Form Conflicts
Resolving Other Conflicts
Retesting Conflicts
Custom Query Resolution
Creating Reports
Saving Sessions
Resolutions from File
Orphaned Documents
Post Import Activities
Disabling the Autofill Prompt for the Re-Index Document Action
Managing Timers
Keyword Locking in Workflow
System Interaction
Database
Security
EDM Services
Integration for Microsoft Outlook 2016 and Integration for Microsoft Outlook 2019
Office Business Application for 2016 and Office Business Application for 2019
Virtual Print Driver
Studio - Workflow Configuration
Overview
Getting Started in Studio
Pre-Plan
Life Cycle and Queues
Configuring Work, Tasks, and Timers
Graphic Layout
Document Types, Keywords and Folders
Assign Rights
Test Your Workflow
Flow Control Options
Conditional Branching
Looping
Breaking Execution
Design Concepts
Queues that Create Output Files
A --> B --> C
Queues That Feed an External System
A --> B --> C
A --> Wait Queue --> B --> C
Queue Recoverability
Performance Concepts
Keyword Type Group
Performing Sub Functions Using Function Call Life Cycles
Providing Constant Movement of Documents
Consolidating Work Loads
Setting Related Document Keyword Values
Alternatives for Modifying Keywords
Using E-Forms
Definitions
Actions
Action Types
Ad Hoc User Task
Work Items
Life Cycle
Notification
Property
Queue
Rules
Rule Type
Task List
System Work
User Work
Ad Hoc User Tasks
Web/API Tasks
Timer Work
System Task
On Abort Task Lists
Events
Timers
Transitions
User Form
User Work
Web/API Task
Workflow Document Security
WorkView Security with Workflow
Launching OnBase Studio
Connecting to Repositories
Using Repositories in OnBase Studio
Searching the Repositories Pane
Filtering Life Cycles
Creating a Life Cycle
Types of Life Cycles
Creating a Life Cycle for Documents
Creating a Life Cycle for Agenda Items, Meetings, Plan Review Projects, External User Requests, or Medical Records Charts
Creating a Life Cycle for Managed Folders
Creating a Life Cycle for Message Items
Creating a Life Cycle for WorkView Objects
Canceling Item Creation
Checking Life Cycles In and Out
Checking In
Checking Out
Studio Logging
Life Cycle General Options
Configuring Life Cycles to Support Ownership
Ownership and Coverage
Ownership and Load Balancing
Assigning User Groups to a Life Cycle
Assigning Document Types to a Life Cycle
Assigning Managed Folder Types to a Life Cycle
Assigning an Application Class to a Life Cycle
Configuring a Life Cycle Icon
Password Protecting Life Cycle Configuration
Copying Life Cycles
Converting Life Cycles
Creating Queues
Configuring Queues
MRM Queue Options
Allowing Users to Override the Auto-Feed Setting
Understanding Auto-Feed Locks
Assigning User Groups to a Queue
Assigning an Icon to a Queue
Advanced Options
Work Folder
Portfolio Type
Default Template
VB Script to Execute on Selected Document
Inbox Refresh Rate (seconds)
Sort Documents By
User Privileges
Queue Monitoring
Configuring Filter Options for a Queue
Configuring Filters for Life Cycles that Route Documents
Use Only Selected Filters
Available Filters
Default Filter
Display Filtered Document Count
Configuring Filters for Life Cycles that Route WorkView Objects
Use Only Selected Filters
Available Filters
Default Filter
Display Filtered Document Count
Coverage Tab
Configuring a Load Balancing Queue
Configuring Members
Configuring Users as Members
Configuring User Groups as Members
Configuring Roles as Members
Load Balancing Queue Options
Allocated Percentage
By Priority
In Order
Keyword Based
Match Keyword to User Name
Rules Based
Load Balancing Work
Shortest Queue
Load Balancing Considerations for Institutional Databases
Creating Transitions
Creating Actions
Adding
Configuring
Copying and Pasting Actions
Creating Rules
Adding
Configuring Rules
Copying and Pasting Rules
Reverting Changes to Actions and Rules
Creating API Tasks
API Task Properties
Creating System Tasks
Copying and Pasting System Tasks
Creating Ad Hoc Tasks
Using an Existing Ad Hoc Task
Configuring Ad Hoc Task Lists
Additional Task List Options
Password Protection
Configuring Shortcut Keys for Ad Hoc Tasks
Assigning User Groups to an Ad Hoc Task
Icon
Copying and Pasting Ad Hoc Tasks
Creating Filter Rules for Ad Hoc Tasks
Configuring Rules
Copying and Pasting Rules
Adding a Task to the Ad Hoc Task List
Creating Task Lists
Assigning User Groups to a Task List
Icon
Adding a Task to the Task List
Copying and Pasting Task Lists
On Abort Task Lists
Creating On Abort Tasks
Configuring On Abort Task Lists
Task Options
Display Name
Help Text
Break On
Continue Execution After Transition
Additional Options
Creating Shortcuts
Deleting Actions, Rules, Task Lists, or Timers
Renaming Life Cycles, Queues, Actions, Rules, Task Lists, or Timers
Linked Actions, Rules, Task Lists, Tasks, and Timers
Creating Events
Queue Events
Queue Event Categories
Item Removed from Queue
Assignment Changed
Ownership Changed
Watermark Limit Reached
Life Cycle Events
Life Cycle Event Categories
Item Removed from Life Cycle
System Events
Creating System Events
Configuring System Events
Mapping Properties
Task List Options
Break On
Additional Options
Documentation
Adding Tasks to Events
Configuring Roles
Documentation Tab
Generating Documentation for Life Cycles
Creating Custom Templates for Documentation Generation
Configuration Overview
Understanding Required Files
Understanding Tags
Understanding Fragments
Configuring Templates in Microsoft Word
Configuring Table Fields
Accessing Tag Information in OnBase Studio
Configuring the Required XML File
Installing the Template
Life Cycle Graphical Layout
Creating Queues in the Design View
Aligning Shapes in Design View
Creating Transitions
Formatting Connectors
Formatting Line Thickness
Creating a Snapshot of the Design View
Viewing Properties
Deleting and Renaming
Configuring Unity Scheduler Timers
Copying and Pasting Timers
Resetting the Cache after Editing Timers
Managing Timers
User Forms
User Forms and the Workflow Property Bag
User Forms in the Core-Based Workflow
Modify and Deleting User Forms
Finding References
Creation and Modification Logging
Adding, Moving, or Removing Work Items
Creating Configuration Reports
User Group Rights
User Group Configuration for Workflow
Copying Workflow Settings for User Groups
Service Accounts
Configure Life Cycles
Granting a User Rights to Configure All Life Cycles
Configure custom queries, VB scripts, folder and notes
Assign or revoke rights to Custom Queries
Gain access to the Workflow inbox and workstation options
To gain access to the Workflow inbox, but deny the right to the Execute Workflow right-click menu outside of Workflow
Change viewing privileges to life cycles and queues in the Workflow inbox
Assign or revoke life Cycle privileges
Change privileges to Ad Hoc Tasks, Web/API Tasks and System Tasks
Assign or revoke privileges to Ad hoc Tasks
Assign Web/API Tasks to a User Group:
Assign or revoke privileges to System Tasks
Assign/revoke System Tasks to/from Document Types
Grant Administrative Processing Privileges
Granting Workflow Log Purging Privileges
Setting Workflow to Initiate Upon Import
Setting Workflow to Initiate Upon Re-indexing
Disabling the Autofill Prompt for the Re-Index Document Action
Workflow Doctor
Find Issues
Defining Doctor Options
Doctor Results
Exporting Doctor Results
Adding a Workflow Repository Value
Configuring Window Titles
Configuring Window Titles Definitions
Configuring Global Window Titles
Configuring Life Cycle and Queue Window Titles
Comparing Workflow Repository Tree Items
Navigating Differences Found
Creating a Report of Differences
Displaying Item Differences
Configuring Web Services
Interface Translations
Export and Import Considerations
Exporting
Importing
Orphaned Items
Configuration Troubleshooting
Debug Breakpoints
Editing Keyword and Property Values at Debug Breakpoints
Disable Rules and Actions
Generate Reports
Configuration Report
List Contents Report
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Studio - Workflow Actions
Workflow Actions
Considerations for Actions
Finding Actions
Agenda Manager Category
Set Property from Field
Set Value
Application Automator Category
Get Storyboard Result
Run Storyboard
Approvals Category
Add Approver at Current Level
Add Auto Approved User
Approve/Reject Item
Assign First Approvers
Custom Approval Log Entry
Escalate Expired Approvals
Remove Item from Approval Process
Replace Approval Status at Current Level
Replace Approval User
Send Item to Previous Approval Level
Send Reminder Notifications
Set Property to Approval Users
Biometric Scanning Category
Display Biometric Scanner
Document Category
Add Document to Active Medical Form Packet
Add Document to Gateway Caching Server
Add Document to New Medical Form Packet
Add Document to Scan Queue Process
Apply External Clinical Document Lock
Assign Document to Reading Group
Attach Document to Patient/Chart
Auto-Folder Document
Burn Redaction Notes
Check In Document
Check Out Document
Complete Medical Form Packet
Copy Document
Create Discussion Thread
Create Document from Document Template
Create E-Form Child Work Items
Create Note
Create or Update Agenda Item From Document
Create PDF/TIFF File
Create Release of Information Request
Request Information Tab
Patient Information Tab
Requester Information Tab
Create SAP Work Item
Create WorkView Object from this Document
Delete Document
Delete Note
Display Document
Display Folder for Document
Display Medical Record Chart Pop
Exclude from Document Retention
Export to Network Location
Document Tab
Index File Tab
Feedback to Revenue Cycle Management
Generate Document Packet
Package Template
Override Archive(d) Document Type
Keywords
Display Package Content Selection Window
Property for document handle of generated package
Import Document
Options Tab
Using this Action with WorkView
Mark As Ready for Document Transfer
Place Hold on Managed Folder
Post Event on Managed Folder
Print Batch
Print Document
Purge Document
Queue Document for OCR
Re-Index Document
Reload Item
Reload Keywords
Remove Document from Reading Group
Remove Document from All Medical Form Packets
Remove Exclusion from Document Retention
Remove External Clinical Document Lock
Remove Hold on Managed Folder
Render Statement
Run Script
Send Document Event
Send Document to Secure Package
Send Item to Pocket
Set Document Type
Set Folder and Template
Set Related Item's Priority to This Item's Priority
Set Text Encoding
Sign Document
Split Document
Stamp Version
Submit Report Capture Batch
Submit Report Capture Batch for Inpatients
Update Document Name
Update Document Retention Status
Update WorkView Object
Upload to DocuSign
Electronic Plan Review Category
Log Event
Open/Close Project
Set Property from Field
Set Value
Email Category
Create Document from Email
Create Documents from Attachments
Remove Attachments from Email
Set Property from Email Metadata
External Access Category
Create External User
Set Property to Field
Set Security Keyword
Set User Group
Set Value
Foldering Category
Transition to Final Disposition
Forms Category
Create E-Form
Mapping Keyword Types with Constant Values or Properties----
Inherit Keywords Tab
Incremental Parallel Upgrade Process (IPUP) Environmental Considerations
Interaction with E-Forms in Workflow
Create Form
Mapping Keyword Types with Constant Values or Properties
Inherit Keywords Tab
Image Form Tab
Incremental Parallel Upgrade Process (IPUP) Environmental Considerations
Display E-Form for Input
Display Form for Input
Display HTML Form
Display HTML Form (Unity Form)
HIS Messaging Category
Add Message Item to Other Life Cycle
Apply Mapping to Message Item
General Tab
Related Tab
Lock Related Item
Apply Transformation to Message Item
Apply XPaths to Message Item
Call LOB Broker Operation
Response Options Tab
General Tab
Call REST Off-Ramp
General Tab
Properties Tab
Options Tab
Call SOAP Off-Ramp
General Tab
Options Tab
Create Document from REST Resource
General Tab
Document Details Tab
Properties Tab
Create Message Item from Document Content
Publish Message to HIS Message Broker
General Tab
Related Tab
Save Message Item as a Document
General Tab
Document Details Tab
Send Published Message to LOB Broker
Serialize Object to XML Message
General Tab
Related Tab
Lock Related Item
Set Active Container Item
Set Message Item Response
Set Properties from Message Item
Split Message Item Into Child Work Items
Keyword Category
Add Keyword
Add Keyword Record
Configuring Keyword Values
Autofill Keyword Set
Compare and Copy Keyword Records for This and Related Items
Copy Keyword
Copy Keyword from Related Item
Copy Keyword Record
Configuring Search Criteria
Copy Keyword Records from Related Item
Configuring Search Criteria
Copy Keyword Records to Related Item
Configuring Search Criteria
Copy Keyword to Related Item
Copy Keywords from/to Related Item
Create Autofill Record
Delete All Keywords of Certain Type
Delete Autofill Record
Delete Keyword
Delete Keyword Record
Configuring Search Criteria
Increment/Decrement Keyword
Keyword Record - Begin
Keyword Record - End
Modify Keyword Record
Configuring Search Criteria
Set Keyword to User Name
Replace Keyword
Set Autofill Value
Set Autofill Value From Keyword
Set Entry to Queue Date Equal to Autofill Value
Set Entry to Queue Date Same as Keyword
Set Keyword Same as Entry to Queue Date
Set Keyword Value from Autofill Value
Set Related Document's Keyword Equal to This Document's Keyword
Set This Document's Keyword Equal to Related Document's Keyword
Store Related Item Count in Keyword
Medical Records Category
Set Analysis or Coding Complete for Chart
Notifications Category
Set Notification Recipients to Property
Property Category
Copy Property
Copy Property to/from Form Field
Increment/Decrement Property Value
Set Entry to Queue Date Same As Property Value
Set Keyword from Property Value
Set Multiple Property Values
Set Property to Repository Value
Set Property to Expression
Testing Expressions
Set Property Value
Set Property Value from Keyword Record
Configuring Search Criteria
Set Property Value to Note Content
Store Related Item Count in Property
ShareBase Category
Add Document to ShareBase Folder
Create ShareBase Folder
General Tab
Indexing Tab
Delete ShareBase Folder
Set Property to ShareBase Notification Link
SharePoint Category
Add Document to Content Source
Create Subsite
System Category
Add Item to Other Life Cycle
Assign Ownership
Assign to User
Prompt Tab
Break Processing
Upgrading from a Previous Version
Call WCF Service
Testing the Web Service
Options Tab
Authentication Tab
Call REST API
Configuring Call REST API
General Tab
Testing the Call REST API
Authentication Tab
Request Tab
Adding or Modifying a Header
Adding a Schema Object or Field
Response Tab
Adding or Modifying a Header
Adding a Response
Adding a Response Object or Field
Options Tab
Call Web Service
Testing the Web Service
Options Tab
Proxy Tab
Authentication Tab
Available Protocols
Call Web Service using MS SOAP Toolkit
Cancel Content Composer Bundle
Cancel Report Capture Batch
Compose Document
Create Batch
Custom Workflow Trace Message
Create Collaboration Workspace
Custom Log Entry
Delete All Child Work Items
Display Message Box
Display URL
Enable/Disable Workflow Trace
Execute Program
Generate Content Composer Bundle
General Tab
Serialization Tab
Related Tab
Promote Disk Group
Queue IHE Message
Rebalance Item
Rebalance Queue
Refresh Display
Remove Item from All Life Cycles
Remove Item from Life Cycle
Remove Ownership
Remove User Assignment
Resume Content Composer Bundle
Content Composer Profile
Process ID Property Name
Update Bundle With Revised Documents
Run Unity Script
Send HL7 Message
Option:Property
Option:URL
Option:Value
Sending Text Transcriptions
Sending WorkView Attributes
Send Web Request
Protocols
Options Tab
Proxy Tab
Authentication Tab
Send Notification
General Tab
Tracking Tab
Set Child Work Item as Complete
Set Portfolio and Template
Set Priority on Item
Transition Item
Unlink Master Patient Index Number
Unlink Medical Record Number
Unlink Medical Record Number (Legacy)
WorkView Category
Add to Display Message
Close Object
Create New Object
Create Object Association
Delete Object
Display WorkView Object
Determining Displayed Object
Display WorkView Object for Input
Log Event on Object
Modify Object Class
Send WorkView Notification
Custom/Dynamic Notification Options
Field value
Related Filters
System date/time
Current user
Workflow property
Users
Groups
Adding Attachments
Set Attribute Value(s)
Set Multiple Property Values from WorkView
Functions
Macros
Supported Operators
Set Filter Options
Set Property From Attribute
Suppress Screen Action
Related Tab
Related Tab for Unity Life Cycles
Related Tab
Lock Related Item
Related Tab for Standard Life Cycles
Related Tab
Last Execution Result Behavior for Related Items
Records Management's Effect on the Last Execution Result
Document Category
Keyword Category
Property Category
System Category
Document Category
Keyword Category
Configuring Life Cycles Compatible with versions 11.0 and Earlier
Studio - Workflow Rules
Workflow Rules
Considerations for Rules
Finding Rules
Application Automator Category
Check Storyboard Status
Agenda Manager Category
Check Field Value
Related Entity Exists
Approvals Category
Check Item Approval Level
Check Item Approval Status
Check User Approval Status
Item in Approval Process
Document Category
Active Medical Form Packet Exists for Chart Document
Check Document File Format
Check Document Tracking Status
Check Document Type
Check Document Type Group
Check External Report Capture Status
Check for Patient/Chart
Check Priority on Item
Check Text Encoding
Document Assigned to Reading Group
Document Exists Within Medical Form Packet
Document Was Signed by the User
DocuSign Envelope Completed
Executed In
Note Exists
Related Folder Contains Documents
Run Script
Signature Is Valid on Document
Signature Is Valid on Form
WorkView Object Exists
Email Category
Attachment Exists
Electronic Plan Review Category
Check Field Value
Related Entity Exists
EIS Messaging Category
Check Published Message Complete
General Tab
Response Handling Tab
Compare Message Item Type
Keyword Category
Autofill Row Exists
Check Autofill Value
Check Date Autofill Value
Check Date Keyword
Check Keyword Value
Compare Keyword Records for This and Related Item
Compare Keyword Values for This and Related Document
Compare Two Keywords
Keyword Record Exists
Configuring Search Criteria
Keyword Value Exists
Medical Records Category
Check Chart Data on This Chart
Check Date Data on This Chart
Document Type Exists on This Chart
Notifications Category
Check Notification Complete
Property Category
Check Date Property Value
Check Property Value
Compare Two Properties
Property Exists
System Category
Audit Sample
Check Child Work Item Status
Check Content Type
Check Item Count for Queue
Check Last Execution Result
Check Ownership
Evaluate Expression
Testing Expressions
Has Child Work Items
Is Child Work Item
Is First or Last Item
Is User in User Group or Role
Item Assigned to User
Item Has Been in Life Cycle
Item Has Been in Queue
Item in Particular Life Cycle
Item in Particular Queue
Item in Workflow
Item Has Been Owned Longer Than
Prompt User with Question Box
Symbols Used
Related Item Does Not Exist
Related Item Exists
Run Unity Script
WorkView Category
Check Attribute Value
Check Object Class
Data Set Contains
Object Is New
Related Tab
Related Tab for Unity Life Cycles
Related Tab
Related Tab for Standard Life Cycles
Related Tab
Configuring Life Cycles Compatible with versions 11.0 and Earlier
Studio - Notifications
Configuring Notifications
Configuration Overview
Creating New Notifications
Viewing Existing Notifications
Checking Notifications In and Out
Checking In
Checking Out
Configuring the Subject
Archived Notifications
Archived Notifications Keyword Types
Configuring Archived Notifications
Configuring Recipients
Configuring Settings
Cut, Copy, and Paste in Notifications
Creating Content for Plain Text Notifications
Creating Content for Formatted Notifications
Inserting an Image
Formatting Text
Font
Size
Font Color
Style
Alignment
Indentation
List Styles
Configuring the Concatenated Decimal Numbered List
Page Color
Tables
Inserting a Table
Drawing a Table
Creating a Custom Table
Resizing a Table
Deleting Table Content
Deleting Tables
Hyperlinks
Inserting a Hyperlink
Editing a Hyperlink
Splitting the Editor Pane
Reverting Changes to Notifications
Converting Plain Text Notifications to Formatted Notifications
Editing an Existing Notification
Renaming a Notification
Generating a Test Notification
Publishing a Formatted Notification
Using Versions of a Formatted Notification
Spell Check
Supported Dictionaries
Notification Shortcuts
Studio Administration
Studio Administration Overview
Connecting to Repositories
Configuring Repository Properties
Configuring the Environment Value Management URL
Configuring the Administration Portal Web Application URL
Refreshing Repositories
Expanding and Collapsing Items in the Repository Pane
Viewing Items in the Designer Pane
Unity Projects
Creating a Unity Script Project
Unity Script Project Properties
References Tab
Properties Tab
Versions Tab
Permissions Tab
Creating a Unity Library Project
Unity Library Project Properties
References Tab
Versions Tab
Permissions Tab
Opening an Existing Unity Project
Managing Unity Projects
Configuring the Default Diagnostic Level for a Unity Script
Monitoring Unity Project Usage
Monitoring Unity Script Performance Statistics
Clearing Script Performance Statistics
Deleting Unity Projects
Recovering a Deleted Unity Project
Exporting a Unity Script or Unity Library
Exporting an Assembly
Importing an Assembly
Unity Integrations
Creating a New Integration
Unity Integration Properties
Renaming an Integration
Deleting an Integration
Reactivating a Deleted Integration
Configuring Portfolio Types
Configuring Portfolio Relations
Wizard Options
Relating Documents to Content Composer Bundles
Relating Documents to Documents
Configuring a Document Type Relationship
Configuring a Workflow Filter Relationship
Relating Documents to Entity Items
Relating Documents to WorkView Objects
Custom Keyword Type Mapping
Relating Entity Item to Documents
Relating Message Items to Content Composer Bundles
Relating Message Items to Documents
Relating Message Items to WorkView Objects
Relating WorkView Objects to Content Composer Bundles
Relating WorkView Objects to Documents
Relating WorkView Objects to WorkView Objects
Creating Portfolio Types
Searching in Studio
Search Options
Search Results
Exporting Search Results
Output Tab
Shortcuts
The Reset Server Cache Button
Studio Options
General
Doctor
Workflow
Action/Rule Categories
WorkView
Script Editors
Managing Locks
Output Window
Controlling the Interface Display
Using the Quick Access Toolbar
Spell Check
Studio - Item Generators
Configuring Item Generators
Creating Generators
Creating Generator Sets
Executing Generators and Generator Sets
Administrating Generator Batches
Using Change Control
Exporting
Export Considerations
Exporting a Configuration
Importing
Import Considerations
Importing a Configuration
Auto Resolution
Save and Load Decisions
Save Decisions
Load Decisions
Filtering Change Tracking Columns
Operators
Drop-Down Lists
Custom Filter Selection
Org Charts and Calendars
Workflow Org Charts and Calendars
Org Chart Concepts
Product Rights
Configuring an Org Chart
Creating Roles
Assigning a Role to an Employee
Calendar Concepts
Business Calendars
Shift Calendars
Coverage Queue
Business Days
Configuring Calendars
Configuring the Business Calendar
Configuring Holidays
Configuring User Calendars
Configuring Users to Modify Calendars
Copying Calendars
Org Charts and Calendars in Studio Workflow Configuration
Assigning an Org Chart
Assigning Queue Coverage
Configuring Calendars and Org Charts in Institutional Databases
Calendar Usage in the Client
Keyword Record Begin/End and Multi-Instance Groups
Using Multi-Instance Groups with Keyword Record Begin/End
Limitations and Requirements
Procedures for Configuration
Example
Example
Example
Workflow Data Provider Configuration
Workflow Data Provider Types
Adding a Workflow Activity Data Provider Type
Adding a Workflow Configuration Data Provider Type
Adding a Workflow Inbox Data Provider Type
Converting Classic Workflow to Core-Based Workflow
Overview
Configuration Items not Supported by Core-Based
Case-Sensitive Property Names
System Work and System Tasks that Require User Interaction
Deprecated Actions
Client API
Legacy Timers and the Workflow Server
Converting Timers
Converting Legacy Timers
Converting Unity Scheduler Timers
Converting Standard Life Cycles to Unity Life Cycles
Converting Life Cycles
Legacy Licensing Information
Licensing for Customers previous to 2007
Workflow Licensing
Combined Workflow/WorkView Licensing
How Combined Licensing Works
Best Practices
Workflow Best Practices
General Design
General Performance
Related Documents
Filters and Filter Rules
Keywords and Properties
Scripting
Timers
E-Forms and User Forms
Servers
Load Balancing and Ownership
Working with the Document Transfer Module
OnBase Client Usage
Classic User Interface Deprecation Statement
Core-based Workflow User Interface Deprecation Statement
Web Workflow
Workflow Document Security
Accessing the Workflow Screen
Opening Workflow From Documents
Defining the Layout
Resizing and Pinning the Workflow Window
Restoring the Workflow Window to the Default Settings
Adding Documents to Workflow
Life Cycle View Tab
Adding Life Cycles and Queues to Favorites
Workflow Approval Management: Viewing Approval Queues
Filtering
Refreshing Queue Counts
Process Flow
Inbox Tab
Show All Documents
Show All Documents in an Approval Queue
Workflow Settings
Disabling the Combined Inbox
Show Combined View
Filters in Combined View
Create List Report
Generate CSV File
Ownership
Workflow History
Workflow Queues
Workflow Transactions
Determining What Queues an Item Is In
Data Lists in Workflow Tabs
Filtering Items in Data Lists
Grouping Items in Data Lists
Sorting Items in Data Lists
Work Folder Tab
Configuring the Second Pane to Display by Default
Portfolios
Templates
Filters
Document Viewer
User Interaction Tab
Performing Ad Hoc Tasks
Performing Ad Hoc Tasks on Related Documents
Entering Documents into a Workflow
Importing Documents
Creating New Documents
Re-Indexing Documents
Running System Tasks
Viewing Documents of Other Users
Queue Administration
Reassign Items
Rebalance Items
Change Ownership
Returning to the Web Client Main Window
Understanding Auto-Feed Locks
Allowing Users to Override the Auto-Feed Documents Setting
Closing the Application While a Task is Executing
Closing the Workflow Window
Closing the Web Client
Shortcut Keys
E-Form Interaction
Interaction with E-Forms in Workflow
Keyword Validation in OnBase
Workflow Trace
Unity Workflow
Workflow Security
Opening the Unity Workflow Interface
Viewing Life Cycles and Queues
Searching for Life Cycles and Queues
Refreshing a Life Cycle or Queue
Add a Queue to a Personal Page
Creating a List Report
Workflow Approval Management: Viewing Approval Queues
Process Flow
Disabling the Process Flow Pane
Viewing an Item in a Queue
Filtering the Inbox
Display Columns in Single Queues
Manually Route Item
Re-Index Documents
Ownership
Execute Script Task
Override Auto-Feed
Executing Ad Hoc Tasks
User Interaction
Executing Ad Hoc Tasks on Multiple Items
Sending Links to Life Cycles and Queues
E-Mailing Links to Life Cycles and Queues
E-Mailing Links to Documents
Creating Desktop Shortcuts to Life Cycles and Queues
Combined Inbox Settings
Filters in the Combined Inbox
Working With Related Items
Portfolios
Executing Ad Hoc Tasks on Related Items
Interaction with E-Forms in Workflow
Viewing Documents Assigned to Other Users in a Load Balancing Queue
Moving Documents within a Load Balancing Queue
Reassigning Documents for Match Keyword to User Name Queues
Queue Administration
Rebalance Queues
Rebalance Items
Reassign Items
Change Owners
Filtering Load Balanced Members
Performing System Work
Executing Timer Work
Viewing Items in Load-Balanced Queues
View the Inbox of Another User
Determining What Queues an Item Is In
Determining the Status of Parent or Child Items
Changing the Workflow Layout
Arranging Panes
Click and Drag Pane Positioning
Pinning
Primary Viewer and Secondary Viewer Tabs
Managing User Group Layouts
Reordering Tasks in the Workflow Ribbon
Workflow User Options
General Options
Layout Options
Workflow Startup Display Options
Persistent Workflow Filters
Document Workflow History
Workflow Queues
Workflow Transactions
Performing Tasks and Accessing Related Items Outside of Workflow
Entering Items into a Workflow
Running System Tasks
Developer Tab
Editing Keyword and Property Values at Debug Breakpoints
Editing Keyword Values
Editing Property Values
Editing Collection Properties
Adding Property Bag Entries
Deleting Property Bag Entries
Close the Workflow Layout
Integration with Fulcrum Biometrics Scanners
Usage - Unity Client