Adding a Link from OnBase - Adding a Link from OnBase - OnBase - StatusView - OnBase/StatusView/Foundation-25.1/StatusView/Configuration/Portlet-Contents-Configuration/HTML-Editor-Portlet/Adding-a-Link-from-OnBase - Foundation 25.1 - Foundation 25.1

StatusView
Platform
OnBase
Product
StatusView
Release
Foundation 25.1
License
Premier
Standard
Essential
ft:lastPublication
2025-03-17T22:01:20.273000
ft:locale
en-US

When using Design mode within the HTML Editor portlet, a number of buttons are available to quickly customize and design content within the portlet. The Add A Link From OnBase button allows you to insert links to OnBase objects and actions, including the ability to view a specific document, create a new E-Form, or create a new Unity Form from the portlet.

To add a link from OnBase:

  1. From the HTML Editor portlet, click the Add A Link From OnBase button.

    The Add A Link From OnBase dialog box is displayed.

  2. Choose one of the following from the Document/Form To View drop-down list:

    • View Document- Adds a link to a specific document.

    • Create E-Form- Adds a link to create a new E-Form.

    • Create Unity Form- Adds a link to create a new Unity Form.

  3. Enter Content for the linked object.
  4. Depending on your selection in step 2, enter the appropriate information:

    • If you selected View Document, enter the Document Handle of the document you would like access to.

    • If you selected Create E-Form, enter the Document Type Number of the E-Form you would like access to.

    • If you selected Create Unity Form, enter the Template # of the Unity Form you would like access to.

  5. Click the Add Link button to add the link to the portlet.