Portfolios - Portfolios - OnBase - Workflow - OnBase/Workflow/English/Foundation-22.1/Workflow/Unity-Workflow/Working-With-Related-Items/Portfolios - English - Foundation 22.1

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
ft:lastPublication
2025-08-05T12:10:55.397000
ft:locale
en-US

If the life cycle is configured to display items related to the item selected in the Inbox using portfolios, the Portfolios drop-down list is displayed in the Related Items pane:

To view items related to the item selected in the Inbox using a portfolio, click the Portfolios drop-down list and choose a portfolio, or select the portfolio's tab in the Related Items pane.

To refresh the items displayed on a portfolio's tab, select the portfolio's tab.