Year-End Tips for Better OnBase Studio Workflows

Many OnBase administrators and developers use Studio daily but find themselves clicking through the same workflows, troubleshooting blind spots, and hunting for configuration details.

To bring clarity to the space, Principal Consultant Cailen Myers will share insider techniques for getting the most out of OnBase Studio.

In this session, Cailen will walk through practical ways to streamline workflow design and maintenance processes. You’ll see how to improve troubleshooting efficiency, compare environments, and better understand the differences between Unity and Web Client issues. Session attendees will see how to:

• Reduce unnecessary clicks and save time while troubleshooting within Studio
• Access and interpret key properties information in the Lifecycle tab
• Create simple user and admin guides to document workflows and configurations
• Identify and compare rules, actions, and categories

Whether you’re a new OnBase Studio user or an experienced admin looking to refine your approach, this session will set you up for greater use in 2026.

More Webinars