Applying Folder Filters - 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
Note:

Users without rights to certain filters will not see those filters displayed.

You can filter and sort documents in a folder using folder filters. Folder filters let you perform the following tasks:

  • Organize and sort documents by Keyword Value, name, or date. Filters display information about each document in columns that you can use for sorting.

  • Display only documents that have a specific Keyword Value. Filters that use forms let you filter the documents by submitting Keyword Values on the form.

  • Display only documents within a subset of Document Types. For example, you may have a dynamic folder with multiple Document Types assigned to it, but you need quick access only to specific Document Types on a regular basis.

Note:

Folder filters are available from the advanced File Cabinets window in the OnBase Client, the Web Client Folders window, and the Unity Client File Cabinets layout. They are not available from the classic File Cabinets window.

Filters are similar to another function of folders called folder templates. Both can display a subset of documents within a folder, but templates and filters perform different tasks. When choosing between a filter or template, consider what you want to accomplish. Whereas folder templates help ensure that a folder has a complete set of documents, folder filters let you quickly see information about documents organized in sortable columns.

Note:

Folder filters are not available for Workflow folders using the Classic Client interface for Workflow.

A folder template and a folder filter cannot be applied to a folder simultaneously. If you apply a filter to a folder with a template applied, the template is removed before the filter is applied. If you apply a template to a folder with a filter applied, the filter is removed before the template is applied.

Some folders may have a default filter applied when the folder is opened. When a filter is applied, the Documents pane is divided into columns with headers at the top of the pane. To determine which filter is applied, right-click within the Documents pane and select Filter Documents. The applied filter has a check mark next to its name. To remove the filter, select <No Filter> from the Filter Documents options. Removing the filter may be necessary to display all the documents in a folder.

To apply a folder filter:

  1. Right-click within the Documents pane and select Filter Documents.
  2. Select a filter.
  3. If a form is displayed in a separate window, type the Keyword Values to filter the folder by, and submit the form.
  4. To sort the filtered list of documents, click the header above the column you want to sort by.
    For example, if one column contains the Document Date, click the header to sort documents in ascending chronological order; click the header again to sort documents in descending chronological order.