Creating the Folder Type Custom Query - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Folders
Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Essential
Standard
Premier

Create the Custom Query as described in the Configuration help files topic, “Configuring Custom Queries.” The following steps describe how to designate a Custom Query for Folder Types.

  1. In OnBase Configuration, select Queries | Custom Queries.
  2. Select the Folder Type query.
  3. Click Settings to open the Custom Query Options dialog box.
  4. Select By Folder Type as the Custom Query Type.
  5. Select Sort by Folder Type if you want to specify the sort order of folder results. This option enables the Move Up and Move Down buttons when you later assign Folder Types to the Custom Query.
    Note:

    Folders returned by a Custom Query are always sorted by Folder Type in the Web Client, regardless of whether the Sort by Folder Type option is selected.

  6. Select Restrict by Rights if the Custom Query should return only folders that users have rights to view. Otherwise, all folders that satisfy Custom Query parameters are returned. Users still can open only folders that they have rights to view.
    Note:

    Folders returned by a Custom Query are always restricted by rights in the Web Client, regardless of whether the Restrict by Rights option is selected.

  7. Apply additional settings as needed. Settings that do not apply to Folder Type Custom Queries are unavailable. For information about each setting, see the “Configuring Custom Queries” topic in the Configuration help.
  8. Click Save.
  9. Proceed to Configuring Custom Queries - Folder Type Query.