Using Workspace Retrieval to Find a Workspace - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Collaboration
Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Standard
Premier

All users can search for a Workspace using Workspace Retrieval. OnBase will use the search criteria to search for and return results for only Workspaces to which that user belongs/owns. For ADMINISTRATOR/MANAGER it will return all Workspaces matching the criteria.

  1. Click the Workspace Retrieval option under Collaboration in the Main Menu.
  2. Select the template upon which the Workspace was created from the Search Template drop-down select list.
  3. Type values into the Workspace Attribute fields that display. One of three data types is assigned to the Attribute field. Ensure you type the correct data type for the field. See the Workspace owner or administrator or the system administrator for questions regarding Attribute Data Types:

    • Alphanumeric fields - maximum of 250 characters

    • Date & Time fields - mm/dd/yyyy hh:mm:ss AM/PM

      If no value is provided, 1964-01-01 00:00:00.000 will be stored

    • Numeric - 2147483648 to 2147483647 is the valid range

  4. Select one of the following types of Workspaces to find:

    • Find Active Workspaces- Select to find only Workspaces that are active

    • Find Inactive Workspaces —select to find only Workspaces that are inactive

    • Find All Workspaces —select to find both active and inactive Workspaces

  5. Click Find. The Workspaces matching the search criteria display.