Configuring My Custom Queries - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Premier
Essential

My Custom Queries allows you to customize your most commonly accessed Custom Queries from the All Custom Queries list. You may move any Custom Queries into the My Custom Queries list for easier access.

To configure My Custom Queries:

  1. From the OnBase Client module, open your Custom Query List(File | Open | Custom Query). You can also click the Open Custom Queries toolbar button. If you have selected the Open Custom Queries upon startup option under User | User Options, your Custom Query List will be minimized at the bottom of the OnBase Client module desktop.
    See Modifying User Options: The Startup Tab for more information on this option.
  2. The Custom Query window displays two panes. The left pane displays two lists: My Custom Queries and All Custom Queries. The right pane displays the first custom query listed in the My Custom Queries list.
  3. There are two ways to add a Custom Query to the My Custom Queries list:
    • Drag the query from the All Custom Queries list and drop it at the desired position in the My Custom Queries list.

    • Right-click on a query in the All Custom Queries list and select Add to My Custom Queries. The queries are added to the top of the My Custom Queries list, and can be dragged to any position in the list.

  4. Repeat for all desired Custom Queries.