AP Invoice does not display automatically in AP Routing

Issue/Symptom/Question

When a user of AP Invoice Routing workflow is in a queue such as the Approval queue, and is viewing the Approval form in the primary viewer, the AP - Invoice image does not appear automatically in the Secondary Viewer.

Applies To

AP Invoice Routing Approval workflow

OnBase Unity client

Resolution/Fix/Answer

There is a User Option for Workflow in the Unity client that can be configured to "Automatically select first related item":


When this is checked, the Secondary Viewer will automatically display the first related item (which is the AP-Invoice document type in AP Routing queues) after an inbox item is selected.