Configuring Custom Queries - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

The following table lists Custom Queries that must be configured for use by Plan Review.

Note:

All custom query names are suggestions. If desired, you can use different names when creating these Custom Queries.

Custom Query

Description

Stamp

This custom query should be configured as a Document Type query for the Markup Images Document Type with the following Retrieval Keywords:

  • File Name

The custom query should be assigned to all Plan Review user groups who are creating image markups.

This custom query is used to determine which images can be placed on a document when a user adds a custom image markup.

Import Review

This custom query should be configured as a Document Type query for the Plan Review Import Documents Document Type with the following Retrieval Keywords:

  • Project Name

  • Project ID

  • Discipline

  • Sheet Type

  • Sheet Name

The following Display Columns should be configured:

  • Project ID

  • Discipline

  • Sheet Type

  • Sheet Name

  • Document Name

  • Document Date

The following Sort Columns should be configured:

  • Document Date

This custom query is used to relate import review documents to an uploaded plan documents.