Configuring WorkView Filter Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Placeholders/Creating-Placeholders/Configuring-WorkView-Filter-Placeholders - 2024-03-25

Document Composition

Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

In the Create New drop-down list, WorkView Filter inserts data from a WorkView filter into a table.

Note:

You must be licensed for WorkView in order to access filters. The WorkView database tables must have also been created. See the WorkView | Case Manager module reference guide for more information.

To create a WorkView Filter placeholder:

  1. From the Create New drop-down list, select WorkView Filter.
  2. The WorkView Filters dialog box to select a Class is displayed.
  3. Use the tree structure to expand an application and select a WorkView Class
  4. Click Continue.
  5. The WorkView Filters dialog box to select filters is displayed.
  6. From the Available Filters list, select a filter or hold Ctrl to select multiple filters.
    1. To add filters to the Selected Filters list, double-click a single filter or click Add Selected Items.

      To add all available filters to the Selected Filters list, click Add All Items.

    2. To remove filter from the Selected Filters list, select a filter or hold Ctrl to select multiple filters. Double-click a single filter or click Remove Selected Items.

      To remove all available filters from the Selected Filters list, click Remove All Items.

  7. Click Finish.
    Note:

    For information on configuring filters, see the WorkView | Case Manager module reference guide.