OnBase App Builder

Summary

The OnBase App Builder (Foundation 23.1) allows administrators to reimagine OnBase user experiences. End users can now access OnBase through tailored web interfaces that are designed to optimize the work they do, rather than organized by the software module they are using. Tiled “quick access” layouts provide direct access to frequently used OnBase features like document upload, search, and processing – all labeled in the user’s language! These new persona-based apps are OnBase like you’ve never seen but designed in familiar OnBase Studio remaining true to its point-and-click configurable roots.

Benefits

  • Reimagined OnBase user interfaces (UI) and solution experiences, including naming, navigation and organization
  • Tailored to the user, allowing administrators to optimize OnBase for internal needs
  • Persona-based apps named in the user’s language (not ours!) offers a self-service experience for employees
  • Quick access tiles provide direct links to frequently used features like document upload, search and processing
  • Completely configurable means admins can quickly create apps and update interfaces with no coding required

Design

App Builder - Design

 

The OnBase App Builder allows you to create new front-end experiences using the systems and sources you already have. Here's how it works:  First, use existing Search, Unity Forms, Workflow, Folders and Reporting Dashboards. Second, easily point-and-click configure a new user interface (UI) in OnBase Studio. Third, provide internal employees the URL and let them begin using the app via a browser!

Interface

App Builder - Quick Access

The "quick access" dashboard style layout is used to give the user an overview of critical information (sources) and provide shortcuts to the most used actions.

 

App Builder - Custom Query

The document retrieval, custom query and folder interfaces in the master detail layout allow users to enter search criteria, sort columns and further search within the results list.

 

App Builder - Workflow

Workflow sources display work queues in a list (or as tiles), with easy access to view documents and take action.

 

App Builder - Unity Form

Unity forms can be completed/submitted directly from the app. Forms actively in workflow can be processed with embedded tasks on the title bar.

 

 

App Builder - Reporting Dashboard

The reporting dashboard source displays configured dashboards alongside the ability to find documents and take actions like upload document and create unity form.