By default, every folder filter configured is available for every folder in the OnBase Client, including Workflow folders. Because not every filter will apply to every folder, you can restrict which filters are available for specific Folder Types. If no filters apply to a Folder Type, you can disable filters on that Folder Type altogether.
Folder Types also can be configured to apply a default filter. When users open a folder with a default filter applied, the folder's contents are displayed in a format like a Custom Query results list. Users can click column headers to sort by Keyword value or document property, such as document date. This option is useful for automatically organizing and sorting folder contents. Default filters are helpful also if users primarily work with a specific subset of Document Types in the folder.
Do not assign both a default filter and a default template to a Folder Type. A filter and a template cannot be simultaneously applied to a folder. If both are assigned to the Folder Type, the default filter is applied and the default template is ignored.
To assign a filter to a Folder Type, complete the following steps:
-
To limit the filters available for folders of this Folder Type, select Use only selected filters. Select this option also if you want to disable filters on this Folder Type.
