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Workflow: Introduction - Part 1: Hands-On Lab

SECTION 1: Questions, Comments & Feedback

01 Getting Started

Section 2: Final Assessment (Earn 80% or higher to earn credit)

02 Final Assessment

You've heard how using Workflow can transform your OnBase solution, but have you ever had the chance to be a part of the configuration process? If not, get your first hands-on experience with Workflow with this course. This lab will go over the initial set-up of a life cycle.

Lab versions available with this course: OnBase 18, Foundation EP1 and EP3


  • For the best experience, please DO NOT use Firefox or Safari while completing this lab.

  • Using a VPN while taking this lab could negatively impact your outcome and/or experience. Please disconnect from your VPN before launching.

  • OnBase
  • eLearning
  • P1585
  • Beginner
  • 1 hr
  • Available with Premium Subscription

Please login to begin this course.

There are no prerequisites for this course.
Topics Covered
  • Explore OnBase Studio
  • Auto-Route Documents Based on Rules
  • Use the Graphical Layout
  • Create Ad Hoc User Tasks
  • Craft Help Text for the User
  • Give Users Rights to Only the Queues They Need
  • Transition Documents with an Action
Learning Paths with This Course