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Administrative Tools for OnBase integration

Viewing Documents created as part of a form submission​

The Forms module provides an administrative interface for viewing details of any forms that have been submitted. For forms which create Documents in OnBase, the ribbon at the top of the page shows the ids of the Documents which were created.

OnBase Document ids in Received Forms interface

If the OnBase Quick Access Viewer URL is configured within Integrations Hub, within the Actions menu on that page, there will also be a link to view each created Document in OnBase, which will open (in a new browser tab) the Document to view in Quick Access Viewer.

OnBase Document links in Received Forms interface

Viewing WorkView Objects created as part of a form submission​

The Forms module provides an administrative interface for viewing details of any forms that have been submitted. For forms which create Objects in WorkView, the ribbon at the top of the page shows the keys of the Objects which were created.

WorkView Object keys in Received Forms interface

Troubleshooting​

When viewing a form submission in the Received Forms interface, the Logs tab allows administrators to view the actions that have been executed on submission of the form, including any actions which create or update Documents or WorkView Objects in OnBase.

The list view will indicate for each action whether it succeeded or failed, and clicking the View details link will provide more information which can be helpful for diagnosing any issues such as connectivity with OnBase, incorrect form mappings and/or insufficient validation within the form.

Received Forms action logs

Where possible, the last request made to the OnBase API in order to execute the action will be logged, and in the case of an error being received from that request, the response from the API will also be logged.

Example failed action part 1

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Example failed action part 2