Find within Combined View - Combined Viewer - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Combined-Viewer/Foundation-24.1/Combined-Viewer/Combined-Viewer-Usage/Using-a-Combined-View/Find-within-Combined-View - 2024-03-25

Combined Viewer

Platform
OnBase
Product
Combined Viewer
Release
Foundation 24.1
License

Find within Combined View is used to search the active combined view based on the keywords available for documents within that view. To use Find within Combined View:

  1. Click the Find within Combined View field.

    The expanded Find within Combined View menu is displayed.

  2. In the expanded menu, there are three different methods available for finding documents within the active combined view:
    1. Type the desired keyword value into the Find within Combined View field. Results related to this search term are shown below the field.
    2. Select one of the recent searches are shown under Recent by clicking on the desired value. The Find within Combined View field is populated with the value and results related to this search term are shown below the field.
    3. Expand a keyword type from the Available Filters by clicking the keyword type to show all available values below the keyword value.
  3. From the list of values, click the check box near the desired search values to show documents containing that search term in the active tab in the Document List. For more information on tabs, see View Tabs. For more information on the Document List, see Document List.

Values that have been searched for using Find within Combined View are shown at the top of the Document List. The method of displaying search terms depends on the device being used to access the combined viewer.

On some devices with larger displays, the search value is displayed and can be removed by clicking the X near the term. If multiple terms have been selected for a single keyword type, the terms are listed under the keyword type and can be disabled by clicking the keyword and deselecting the check box for the term.

On smaller displays, search results are combined under the following icon with a number in parentheses showing how many search terms are selected:

Click on the icon to see a list of active terms displayed.

To remove a term, deselect the check box for that term.

In all views, selecting Clear All from either above the Document List or in the search term list removes all search terms and displays all documents for the active tab in the active combined view.