A Business Object configuration defines how Hyland for Workday captures and retrieves OnBase documents for a Workday Business Object. The selected Document Type Group determines which OnBase Document Types are available for document capture. Field mappings associate Workday Business Object attributes with OnBase keywords. The selected predefined query determines which documents Hyland for Workday retrieves.
Configure the underlying OnBase custom query for the applicable Document Type or Document Type Group. Ensure that the custom query includes the Document Types associated with the Business Object configuration.
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Complete the instructions in this section only if you are using the OnBase content repository. For the Content Innovation Cloud (CIC), see Configuring a Business Object for CIC
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Before you begin, verify the following:
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You created and configured the OnBase content platform instance. For more information, see Creating a New Content Platform Instance.
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You created a solution-configuration custom task that targets the OnBase content platform instance using the systemInstanceName query parameter. For more information, see Creating Solution Configurations.
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The required OnBase predefined queries are configured and enabled for use through CFS. If a required query is not available, it does not appear in the Select Document Query drop-down list. For more information, see Requirements for using OnBase through Content Federation Services (CFS)
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To configure a Business Object for OnBase:
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On the left pane, below the profile image, click where [instance name] indicates the
Instance Name value entered while creating a new Content Platform Instance. For
details, see Creating a New Content Platform
Instance.
The Select a Business Object [Instance Name: instance name] page is displayed.
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On the Select a Business Object page, click
Login to Hyland and enter your email ID registered
for use with Hyland for Workday.
The Select a Business Object to Configure drop-down menu is displayed.
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From the Select Business Object to Configure drop-down
list, select a Business Object and then click OK.
- For Hyland for Workday HCM, select Employee.
- For Hyland for Workday Financial Management, select the applicable
financial Business Object from the following:
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Purchase Order
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Supplier
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Supplier Invoice
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Supplier Contract
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Receipt
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The Configure Hyland for Workday page is displayed.Note: The page name matches the name of the custom task. If you specify a different name for the custom task, that name is displayed instead. For more information, see Creating a Custom Task to Configure Hyland for Workday.Note: If you selected a financial Business Object, the Configure Document Access Permission page is unavailable. - For Hyland for Workday HCM, select Employee.