Introduction
The video tutorial provides a step-by-step guide on creating a basic lifecycle for an AP vendor invoice approval workflow using OnBase. The process begins by setting up the lifecycle with a name and choosing the Unity Lifecycle option for enhanced functionality.
Workflow Queue Configuration
The demonstration includes creating three workflow queues: Initial, AP Review, and AP Manager Review. Each queue is configured with descriptions, help texts, and unique icons to represent their roles within the workflow.
Rule and Action Setup
A critical part of the configuration is setting automated rules to route invoices based on their amount. A rule checks if an invoice amount is $1,000 or more, directing it to the AP Manager Review queue, otherwise to the AP Review queue.
Task Management
The video explains setting up ad hoc tasks for approval and denial of invoices, including actions that change the document status and remove it from the lifecycle. The ability to reuse tasks and actions across different queues is highlighted as an efficient configuration method.
Conclusion
The tutorial concludes with a demonstration of the workflow in action, showing how an invoice exceeding the set amount rule is processed through the system, ultimately being denied due to missing information. The process emphasizes the importance of systematic setup for efficient document management.