Demo of OnBase Workflow

Organizations that rely on inefficient business processes suffer from lost productivity, not to mention inflexibility. OnBase Workflow intelligently incorporates important documents and content into the flow of your business so it is always directed to the right place and available at the right time.


Speaker 1:
In this demo we’ll be looking at how to create a basic lifecycle inside the on base studio. The lifecycle we are going to create, is an AP vendor invoice approval workflow. We begin in on base studio. From the start page I’ll select create a lifecycle to begin. I’ll provide the workflow a name, vendor invoice review. And ensure that I’ve selected the create a unity lifecycle as this provides additional functionality from the most basic of lifecycle workflows.

For the purposes of this demonstration, we are only going to have three workflow cues. By default, we are provided the initial cue. So I’ll create two more. AP review, and AP manager review. On the next screen I’ll select the AP vendor invoice document type, and add it to our lifecycle. The last configuration here is access.

I’ll add two different user groups to this lifecycle workflow. AP associates, and manager. After clicking next I can see a summary of this configuration as a final opportunity to notice any mistakes, or changes that might be required. Clicking finish will create our new lifecycle. Now that the lifecycle exists we need to set up the cues in a logical way.

We begin with all of our cues stacked on top of each other. I will align them in a nice triangle setup, so we can easily see each cue, and understand the flow begins at the top with the initial cue, and then flows down to the others. To configure a cue I just double click on it. This brings up the properties pane for the cue on the right. I will add a description, and help text for the initial cue. After that I’ll go to the icon tab, and select a unique icon for this cue.

Since this is an automated cue that is checking for the invoice amount, the analyzed icon should work just fine. I’ll then save my settings. It is important to save your changes often. Next I’ll select the AP review cue, and configure it by entering a description, and help text. I will also select a unique icon for this cue. It is a standard user cue, so I’ll select a nice person icon.

I want to do the same thing for the AP manager review cue too, except provide its own description, help text, and unique icon. After configuring both user cues, I will save my changes. Now I want to connect my cues with transition routes. This is done from the design tab on the ribbon. I’ll select transition, and then insure that I have the initial cue selected.

Then I will drag, and drop the transition route from the initial cue, to the AP review cue. After it’s set, I’ll select transaction again, and draw the route from the initial cue, to the AP manager review cue. At this point we can begin setting up the custom configuration for each cue beginning with the initial cue, which we noted in the description as an automated cue.

In this case I’ll navigate to the repositories pane on the left, find our vendor invoice review lifecycle, expand the initial cue, and select system work. I want this cue to route documents based on the invoice amount, so we need a rule. I can create a rule by accessing the lifecycle tab on the ribbon, and selecting the rule button.

I will name the rule, is this invoice at, or over $1,000? Pressing enter will submit that value. With the rule created, I can configure its properties on the right. First is the rule type. We want this rule to evaluate the invoice amount, which is a keyword. So I’ll select check keyword value.

The keyword type in question is, invoice amount. And the operator is going to be greater than, or equal to. Finally, I’ll enter 1,000 into the compared to field. This configures my rule to check the invoice amount keywords value, and determine if it is equal to, or greater than $1,000. I’ll save this configuration. With the rule configured, I need to determine what happens after the rule is evaluated.

I’ll select true from the pane on the left, and return to the lifecycle tab on the ribbon. From here I’ll select the action button. I will name this first action send to manager. Over on the properties pane, I’ll set the action type to transition item, which essentially means to route the invoice. The destination cue is going to be AP manager review, because that is where we want the invoices to go, if the invoice amount is equal to, or more than $1,000.

I will save this, and then select the false condition. With on false selected I can add an action called send to AP review. This is also a transition item type, but I want the destination to be the AP review cue. For invoic