Using a Master Detail with Sources Screen - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Application Builder

Platform
OnBase
Product
Application Builder
Release
Foundation 23.1
License
Standard
Essential
Premier

A Master Detail with Sources type of screen is a collection of sources, listed within their source groups. It can be used to retrieve documents or to easily access all sources configured for the particular screen.

An example of Master Detail with Sources screen is displayed below.

Element Description
A: Application title

Title given to the application during configuration. You can click it to go back to the default screen.

B: User settings and logout

You can use the settings to change appearance of the application or to log out.

C: Tabs with screens

Tabs with other screens configured within the application.

The currently selected screen name is underlined. You can select the name of a different screen to display it.

D: List of sources

List of system resources configured and accessible within the application. The currently selected and displayed source is highlighted.

Workflow queues have an additional number of documents currently in the queue displayed next to them.

E: Keyword pane of All Applicant Documents source

You can use the keyword pane to search for the documents. For details, see Use Keywords for Document Retrieval.

You can see any configured user instructions when you click the "i" icon next to the source name.

F: Actions

If the application has any actions configured, such as an external hyperlink or direct link to a source, they are displayed here.

G: Documents retrieved from the system

For more information, see Viewing Documents and Retrieving Documents.